Small Business Tax Preparation & Expense Organizer Kit

Excel Expense Tracker | Business Income & Mileage Log | Tax Season Bookkeeping Template

Price: $19.99

Stay organized all year and make tax season easier!

Managing business expenses, tracking income, and gathering financial records for tax season doesn't have to be overwhelming!

The Small Business Tax Preparation & Expense Organizer Kit is a comprehensive Excel workbook designed to help small-business owners, entrepreneurs, freelancers, and self-employed professionals organize their financial records in one convenient place.

Whether you're preparing documents for your accountant, organizing business receipts, or keeping track of everyday operating expenses, this reusable business expense tracking spreadsheet helps you stay organized throughout the year.

What's Included?

Your instant digital download includes 11 Excel worksheets, a welcome letter, and a step-by-step instruction guide.

Tax Season Dashboard

View business income, tracked expenses, preliminary operating results, business mileage, and missing-receipt counts.

Business Expense Tracker

Record business purchases, categorize expenses, track vendors, and organize receipt references.

Business Income Tracker

Track sales, service income, refunds, and net business income with automatic calculations.

Business Mileage Log

Record business trips, destinations, travel purposes, and mileage.

Home Office Expense Tracker

Organize home-office expenses and estimated business-use percentages for professional review.

Equipment & Asset Register

Track business equipment, furniture, computers, and other business asset purchases.

Contractor Payment Tracker

Organize payments made to independent contractors and identify records that may require Form 1099 review.

Estimated Tax Payment Log

Record federal and state estimated tax payments and confirmation numbers.

Receipt & Document Checklist

Keep track of business receipts, financial statements, invoices, and important tax preparation documents.

Year-End Tax Summary

View organized income and expense totals to help prepare records for your accountant or tax professional.

START HERE Worksheet

Easy-to-follow instructions to help you navigate and customize your Excel workbook.

Perfect For

• Small-business owners and entrepreneurs
• Retail stores and boutiques
• Restaurants, cafés, and food-service businesses
• Hair salons, spas, and beauty professionals
• Cleaning and housekeeping businesses
• Freelancers and independent contractors
• Etsy, Payhip, and other online sellers
• Home-based businesses
• Consultants and service providers
• Self-employed professionals