Five-Business Quarterly Estimates — Track Payments for Up to 5 Businesses
🔥 Five-Business Quarterly Estimates: Instant Download
Keep quarterly income, expenses and estimated payments for up to five businesses in one place.
One quarterly log feeds a Rollup of income, expenses, payments and net for each business, each quarter: 3 working tabs plus Start and Disclaimer, in one file that is yours to keep.
✨ What It Does for You
- Keep every quarter in one log, tagged by business and entry type
- Know which payments went out: date and Federal / State on every payment
- Skip the hand totals: the Rollup calculates per business, per quarter
- Walk into your tax appointment with organized numbers
📦 What's Inside
- Start and Disclaimer: tax year, a step-by-step how-to, and a plain-language disclaimer
- Setup: name up to five businesses and mark each one active
- Quarterly Log: business, quarter, entry type (Income / Expense / Payment), amount, payment date, and Federal / State
- Rollup: income, expenses, payments, and net for each business in each quarter, calculated from the log
💡 Who This Is For
- Owners of two to five businesses who pay quarterly estimates
- Freelancers juggling a main business and side ventures
- Anyone who wants quarterly numbers organized before meeting a tax professional
🔄 Before and After
- Before: Quarterly numbers scattered across notes and bank exports. After: One Quarterly Log with business, quarter, entry type, and amount
- Before: No clear record of which payments went out. After: Payments logged with date and Federal / State
- Before: Totaling each business by quarter by hand. After: A Rollup with income, expenses, payments, and net for each business, each quarter
⚡ Get Started in Minutes
- Download the .xlsx and open it in Excel or Google Sheets
- Read the first tab for the setup steps
- Replace the sample rows with your own
- Pick from the dropdowns as you log and the calculated columns update
IMPORTANT: Organization tool only. It does NOT calculate tax owed. NOT tax advice. Verify with a tax professional.
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.
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. Email herrickkyle87@outlook.com.
