Self-Employed Tax Prep Bundle

WHAT'S INSIDE THIS BUNDLE

✓ Quarterly Estimated Tax Calculator (9 tabs)

✓ Schedule C Deduction Tracker (9 tabs, 300-row expense log)

✓ Year-End Tax Prep Checklist + Receipt Log (8 tabs)

✓ Sample data filled in — open and see exactly how it works

✓ Instructions tab + Sample Data Guide tab in every workbook

✓ Works in Microsoft Excel, Excel for Mac, and Google Sheets

✓ Instant digital download — yours forever, no subscription

EVERY TAB INCLUDED

Quarterly Estimated Tax Calculator:

-Tax Settings (filing status, state, deductions)

-Q1, Q2, Q3, Q4 quarterly worksheets

-YTD Tax Summary — rolls up all 4 quarters

-Federal Brackets reference (editable if IRS updates rates)

Schedule C Deduction Tracker:

-300-row Expense Log with all 26 Schedule C category dropdowns

-Schedule C Summary — auto-totals every line

-IRS-compliant Mileage Log (300 rows)

-Home Office Worksheet (Simplified vs Actual)

-Monthly Dashboard + Annual Dashboard — track trends across the year and year-over-year

Year-End Tax Prep Checklist:

-50+ item year-end checklist across 8 sections

-1099-NEC Contractor Tracker — auto-flags who needs a 1099 + missing W-9s

-Asset Purchases tracker (depreciable items)

-CPA Handoff Summary — print-ready, auto-populated

WHO THIS IS FOR

-Sole proprietors, single-member LLCs, freelancers, gig workers

-Anyone who files IRS Schedule C

-Bookkeepers preparing client tax packets

WHY BUYERS LOVE IT

EASE OF USE: every workbook ships with sample data + a Sample Data Guide tab — open it and the numbers explain themselves

QUALITY: designed by a working accountant who actually files Schedule C

VALUE: three full workbooks at the price of one — covers your entire tax year

ACCURACY: federal brackets, SE tax calculation, and standard mileage rate built in

SUPPORT: message us anytime through Etsy — we answer fast

✦ IMPORTANT ✦

This bundle is an organization and estimation toolkit, not tax advice. Federal brackets in the Quarterly Calculator are based on 2026 estimates and should be confirmed against the final IRS schedule. For binding tax decisions, consult a CPA or enrolled agent.

FAQ

Q: Will this work on Mac / Google Sheets?

A: Yes — native Excel gives the cleanest look; Google Sheets opens it cleanly after a one-time import.

Q: Does it work for S-Corp owners?

A: Best fit is sole proprietors and single-member LLCs. S-Corps have different mechanics the Quarterly Tax tab isn't tuned for.

Q: Can I update the federal brackets if Congress changes rates?

A: Yes — the Federal Brackets tab is editable.

Q: Refunds?

A: Digital downloads are final sale. Message me with any issues — I'll make it right.

Made by Correct Counts. Not tax advice.