Description
Built for freelancers, Etsy sellers and side-hustlers who want clean books without accounting software: income, expenses, invoices, mileage and quarterly tax estimates in one calm, organized file.
Inside the template — tab by tab
- Start Here — two-minute setup for Excel or Google Sheets.
- Settings — your business name, tax year, estimated tax rate (default 25%) and mileage rate, plus 8 income and 16 expense categories, Schedule-C-friendly and fully editable.
- Income — a 300-row log: date, client, description, category, invoice number, amount — with a live YTD total.
- Expenses — 300 rows for every deductible dollar: date, vendor, category, amount.
- Invoices — 50 invoices with issued/due dates, amount and status (draft, sent, paid, overdue). A sent invoice that passes its due date turns red on its own; outstanding and paid-YTD totals stay on screen.
- Mileage — 100 trips; the deduction calculates automatically at your rate.
- Tax Estimator — per US quarter: income − expenses − mileage deduction = net profit × your rate = the amount to set aside, with the due dates (Apr 15, Jun 15, Sep 15, Jan 15).
- P&L Dashboard — revenue, expenses, profit and margin, a 12-month income-vs-expenses chart, and a where-the-money-goes doughnut by category.
Why it works
Fifteen minutes on Friday keeps the books current; tax season becomes an export instead of an archaeology dig. It organizes your numbers — it isn’t tax advice, and your CPA will love you for it.
The details
- Format: Excel (.xlsx) — imports into free Google Sheets in two clicks (step-by-step instructions included)
- In your download: the spreadsheet, a Quick-Start PDF, a README and the personal-use license
- Delivery: instant download after checkout plus an email link — unlimited re-downloads, links never expire
- Works on: Excel 2016 or newer (Windows & Mac), Excel for the web, and Google Sheets. No macros, nothing to install.
- One rule: type only in white cells — green-tinted cells calculate themselves
- Guarantee: 30-day fix-or-refund. Reply to your order email; a human answers within 24 hours.
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