Freelancer Income Expense Tax Tracker

A self employed income and expense tracker that shows what you earned, what you spent and what to set aside, every month. Built for freelancers, gig workers and 1099 contractors who want their books and quarterly tax numbers in one place.

$16.00 USD · instant digital download

Buy now: $16.00

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Features

• Income log with Paid/Unpaid status (only paid income counts toward profit)
• Expense log with 12 editable categories in dropdowns; anything outside your list is totaled as 'Other' so totals still add up
• Business meals counted at 50% (editable), with the cash spent still shown in full
• 2026 IRS business mileage rates built in and applied by trip date: 72.5¢/mile Jan 1–Jun 30 and 76¢/mile from Jul 1 (rates current as of Oct 2026; confirm the current rate at irs.gov), editable for future years; also records parking & tolls and driver/vehicle. Only need a mileage log? See the Mileage Log Template
• Monthly P&L dashboard for the tax year you choose (other years are left out and flagged), with unpaid-invoice total and profit margin
• Quarterly estimated-tax view using IRS periods, with the usual due dates for your tax year and an estimated-payments log (paid vs set-aside)
• Tax set-aside line at a % YOU choose (we don't recommend a rate); the annual figure is your % × annual net profit
• Informational self-employment tax estimate (15.3% × 92.35% of net profit; a rough guide, not a tax calculation)
• Check columns flag typos (text miles, odometer end below start, bad dates) instead of silently counting them
• Formula cells locked against accidental edits (no password; unlock any time)

What you get

• 1 Excel (.xlsx) file, plus a PDF with a Google Sheets 'Make a copy' link and setup steps
• Works in Microsoft Excel (desktop, 2016 or later) and free Google Sheets (desktop recommended for setup)
• Instant digital download. No physical item will be shipped.

One license covers one person or one business. See Terms & License. Digital download, so returns aren't accepted, but we'll fix or replace any file that doesn't work (details).

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This is an organizing tool, not tax, legal, accounting or financial advice, and it doesn't calculate tax owed. Results depend on the numbers you enter. Talk to a qualified professional about your own situation.