Free Christmas Gift Ideas for Clients Planner Pack (Excel Planner, Policy Template, Note Cards, Tracker)

Sending Christmas gifts to clients is easier when you track them and check the rules first.

This free pack gives you the planner, the policy template and the notes.

Inside (US Letter and A4 PDFs, Word and Excel):

• An Excel Client Gift Planner. Clients, tiers, gift, cost, shipping, a flag for gifts over the US deduction limit you set, and a ship-by date that counts back from your deadline.
• 3 Word files. A one-page client gift policy template, six note formulas and an address-collection email.
• 4 printable pages. A client gift tracker, six note cards and a policy checklist.

Free for use with your own team. Do not resell or post the files.

Want the full set? The Employer Holiday Gift Planner Kit adds an Excel budget and tax-check model, a gift policy, tags and 12 message templates for employee gifts.

Questions

Do I need special software?

No. The planner opens in Excel or Google Sheets. The templates open in Word or Google Docs.

Is this tax advice?

No. It is general information. Ask your tax adviser about gift rules.

Can I reuse it every year?

Yes. Nothing in the files is dated.