Quarterly Tax Planner | Excel & Google Sheets Template | Dark + Light

Know how much to save for taxes, when it's due, and whether you're on track.

Self-employed taxes don't have to be a surprise. Enter your monthly numbers and this planner groups them into the four U.S. estimated-tax periods, works out a savings target for each payment, and counts down to your next due date.

What's Inside

• Dashboard with total set-aside target, paid so far and next due date
• Follows the four IRS estimated-tax periods (which aren't equal quarters)
• Targets update automatically as your income changes
• Payment log with Due soon and Paid status
• Choose your own set-aside rate
• Due dates you can adjust if they change

What You Get

• Two versions: Dark (Midnight Blue) and Light. Same features, two looks.
• A Start Here guide with 4 quick setup steps
• Sample data so you can see how it works, easy to clear when you're ready
• Built-in Welcome and Tips tabs
• Formulas are locked so nothing breaks by accident (no password, so you can still customize)

Perfect For

Freelancers, contractors and sole proprietors who pay U.S. estimated taxes.

Works With

Microsoft Excel 2019 or newer, including Microsoft 365 (Windows and Mac), and Google Sheets. This is a digital download. Nothing will be shipped.

Good To Know

Tax targets are savings estimates using the rate you choose. This is a planning tool, not tax advice.

Personal license for one person or one business. Please don't share, resell or redistribute the files.

Questions? Email BizBloomStudio@proton.me