Business Tax Prep Workbook — Income, Expenses, Assets & Draws in One File

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🔥 Business Tax Prep Workbook: Instant Download

Gather a year of business income, expenses, assets and owner draws in one organized workbook.

A business tax prep workbook in one Excel file: 6 working tabs plus Start and Disclaimer, in one file that is yours to keep.

✨ What It Does for You

Hand your CPA one organized file: income, expenses, assets and draws together
Sort spending into 15 Schedule-C-style categories with a receipt column
See the year at once: the Year Summary pulls totals from every tab
Track equipment purchases and owner draws without a separate sheet

📦 What's Inside

Start and Disclaimer: tax year, a step-by-step how-to, and a plain-language disclaimer
Income and Expenses: an income log with type dropdowns, and an expense log with 15 Schedule-C-style categories and a Yes / No / Digital receipt column
Assets Equipment: purchase date, cost, business-use %, and placed-in-service date (tracking only; no depreciation is calculated)
Owner Draws: money taken out of the business, by date and method, with a total
Quarterly Notes: reminders by quarter with Open / Done / Ask CPA status
Year Summary: total income, total expenses, approximate net, assets cost, and owner draws, pulled from the other tabs

💡 Who This Is For

Freelancers and sole proprietors who file business income
Small business owners who meet with a CPA once a year
Anyone who wants income, expenses, assets, and draws organized in one file

🔄 Before and After

Before: Income, receipts, and equipment purchases in different places. After: Separate logs for income, expenses, assets, and owner draws in one workbook
Before: Totaling everything at year-end. After: A Year Summary that pulls each total automatically
Before: Forgetting what to ask your CPA. After: Quarterly Notes with an “Ask CPA” status

⚡ Get Started in Minutes

Download the .xlsx and open it in Excel or Google Sheets
Enter your tax year on Start
Log income, expenses, assets and draws through the year
Review the Year Summary before you meet your CPA
Pick from the dropdowns as you fill it in

IMPORTANT: Organization worksheets only. NOT tax advice, NOT a tax return, and NOT a CPA substitute.

Sample data is fictional. Replace it with yours.

🔒 Instant Access

Once you purchase, you get immediate access to your file. It is yours to keep.

Pairs with the Business Expense Tracker: https://payhip.com/b/lJEhx?utm_source=b8vlD_page

We’re a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters — and every product is designed to deliver real results.

Thank you for supporting a growing brand.

— Kyle P. Herrick, Founder