Income & Tax Planner Bundle | Excel & Google Sheets Template | Dark + Light

Log each transaction once. Your profit, tax targets and due dates take care of themselves.

Our Income & Expense Tracker and Quarterly Tax Planner, combined into one linked workbook. Every income and expense you log flows straight into your tax targets, so you always know how much to save and when each payment is due, with nothing to copy over.

What's Inside

• Income and expense tracking with a full Dashboard
• Tax targets that fill in automatically from your logged numbers
• Follows the four IRS estimated-tax periods with due-date countdown
• Monthly Summary for the whole year
• Payment log with Due soon and Paid status
• One file instead of two, so nothing to keep in sync

What You Get

• Two versions: Dark (Midnight Blue) and Light. Same features, two looks.
• A Start Here guide with 4 quick setup steps
• Sample data so you can see how it works, easy to clear when you're ready
• Built-in Welcome and Tips tabs
• Formulas are locked so nothing breaks by accident (no password, so you can still customize)

Perfect For

Self-employed people who want income tracking and tax planning in one place.

Works With

Microsoft Excel 2019 or newer, including Microsoft 365 (Windows and Mac), and Google Sheets. This is a digital download. Nothing will be shipped.

Good To Know

Tax targets are savings estimates using the rate you choose. This is a planning tool, not tax advice.

Personal license for one person or one business. Please don't share, resell or redistribute the files.

Questions? Email BizBloomStudio@proton.me