Self-Employed Tax Organizer 2026: Schedule C Ready Spreadsheet

For US freelancers, Etsy and online sellers, and side-hustlers who file a Schedule C. Collect every tax document on one checklist, log income, expenses and business miles (or paste your bank CSV), and the sheet totals everything by Schedule C line, checks each 1099 against your own records and shows what is still missing before the 15 April deadline. Hand your preparer one tidy file instead of a shoebox.

What you get:

• Checklist tab: 34 common tax documents (1099-NEC, 1099-K, 1098, 1095-A, estimated payment confirmations...) with who sends each one, when it arrives, and Got it / Still needed / Not needed status
• Income tab: gross amount and platform fees kept separate, so your total matches the 1099-K
• Expenses tab: Schedule C line filled in for you; business-use %, meals at 50%, 'receipt saved?' flag
• Mileage log: odometer or miles, round-trip toggle; each trip uses the IRS rate for its date (2026: 72.5 cents to 30 June, 76 cents from 1 July after the mid-year increase), both rates editable
• Home office: simplified and regular methods side by side; pick one
• Form1099s tab: each 1099 compared with what you recorded: Matches / Check: form is higher / Waiting for form
• Schedule C helper: gross receipts, COGS, gross profit, total expenses, home office, net profit, SE tax estimate, payments made
• Dashboard: income, deductions, net profit, documents still needed, missing receipts and days to the filing deadline, with charts

Included files:

• Self-Employed Tax Organizer 2026.xlsx (blank, checklist pre-filled)
• Self-Employed Tax Organizer 2026 - SAMPLE.xlsx (Etsy shop + freelance design demo data, full year)
• 'Start here' instructions tab

Works in: Microsoft Excel 2019, 2021, Microsoft 365 (Windows and Mac), Google Sheets (free), LibreOffice. One .xlsx file for both Excel and Google Sheets; no separate versions to mix up.

After purchase you get an instant download link by email (Payhip). This is a DIGITAL DOWNLOAD. Nothing physical will be shipped.

Refunds: because this is an instantly downloadable file, sales are final, but if the file doesn't open or a formula misbehaves, email me and I will fix it or refund you.

Designed, built and tested by me. I used AI tools to help write formulas and copy; every formula was recalculated and checked against hand calculations before listing.

This is a planning and record-keeping tool, not legal, tax or accounting advice.