🔥 Business Tax Prep Workbook — Instant Download Template

A done-for-you, fully editable template designed to save you time and help you get results fast.

A ready-to-use, professionally designed template that helps you gather a year of business income, expenses, assets, and owner draws in one organized workbook without wasting hours doing it yourself. Perfect for freelancers, sole proprietors, and small business owners getting ready for a CPA meeting or tax software.

✨ What You Get 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

📦 Visual Preview

Here’s a quick look at what’s inside your download:

💡 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 & After Using This Template

• 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

🏆 What Makes This Template Better

• Designed for real business use
• Clean, modern, professional layout
• Fully editable and easy to customize, even for beginners
• Instant download — start using it immediately
• Saves hours of work

⚡ Get Results in Minutes

• Download instantly
• Open in Excel or Google Sheets
• Customize your text and colors
• Start using it immediately

🎁 Bonus Included

The Start tab gives you a step-by-step how-to, and the Disclaimer tab spells out what this workbook is and isn’t.

🔒 Instant Access

Once you purchase, you get immediate access to your files.

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

✔️ Satisfaction Guarantee

If this template doesn’t help you save time or improve your workflow, message me and I’ll make it right. Your success matters.

💬 Need Help?

Message me anytime — I’m here to help you get the most out of your templates.

🚀 Ready to Use This Template?

Click “Buy Now” to get instant access and start using it today.

IMPORTANT: Organization worksheets only. NOT tax advice, NOT a tax return, and NOT a CPA substitute. Pairs with the Business Expense Tracker: https://payhip.com/b/lJEhx