Personal Income & Deduction Tracker — Category Totals for Tax Prep

🔥 Personal Income & Deduction Tracker: Instant Download

Log income and possible deductions as the year happens and see totals by category.

A year-round tax prep log in one Excel workbook: 4 working tabs plus Start and Disclaimer, in one file that is yours to keep.

✨ What It Does for You

• Skip the April scramble: every income and deduction entry is logged as it happens
• See your totals at a glance: the Summary adds up each income and deduction category
• Know what proof you have: a receipt yes / no / digital column on every deduction
• Hand your preparer a clean list instead of a shoebox

📦 What's Inside

• Start and Disclaimer: tax year and name, a 5-step how-to, a sheet map, and a plain-language disclaimer to read first
• Year Setup: tax year and an optional filing-status note (informational only, not used in any calculation)
• Income Log: date, payer, category (W-2, 1099-NEC, 1099-MISC, 1099-INT, 1099-DIV, 1099-B, 1099-R, SSA-1099, rental, Schedule C, unemployment, other), amount, form type, and notes
• Deduction Log: date, description, category (charitable cash and non-cash, medical, SALT, property taxes, mortgage interest, student loan interest, IRA and HSA contributions, childcare, education, and more), amount, and receipt yes/no/digital
• Summary: SUMIF totals by income and deduction category, with grand totals

💡 Who This Is For

• W-2 earners with side income or investment forms
• Anyone who itemizes or tracks potential deductions
• People who want organized totals before meeting a tax preparer

🔄 Before and After

• Before: Rebuilding the year from memory in December. After: Income and deduction logs you fill in as statements arrive
• Before: Category names that change from row to row. After: A category dropdown on every income and deduction row
• Before: Adding up totals by hand. After: A Summary tab with SUMIF totals by category

⚡ Get Started in Minutes

• Download the .xlsx and open it in Excel or Google Sheets
• Enter your tax year and name on Start
• Log income and deductions as they happen
• Check the Summary before you meet your preparer
• Pick from the dropdowns as you fill it in

IMPORTANT: Tracking/organization only. NOT tax advice. Category totals are worksheet math, not official tax calculations. Verify with a 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.

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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?

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