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Small Business Bookkeeping Spreadsheet, Income Expense Tracker, Tax Set-Aside (2027)

Item highlights

  • Digital download
  • Digital file type(s): 2 PDF, 1 other file

Seller's description

INSTANT DOWNLOAD · Open it in 5 minutes · Fill it in on screen or print it

Know what you made, what you spent and what to set aside for taxes. This Google Sheets and Excel workbook logs income, expenses and mileage, then calculates profit by month, a suggested tax set-aside and the four IRS estimated-tax periods for you.

WHAT YOU GET
• Google Sheets / Excel workbook with 7 tabs: Start Here, Setup, Income, Expenses, Mileage, Dashboard, Tax Summary
• 1,250 ready rows (400 income, 600 expense, 250 mileage) with category and payment dropdowns
• Dashboard: profit by month, suggested tax set-aside, the 4 IRS estimated-tax periods with editable due dates
• Expense business-use %, deductible amount and 'other year' dates kept out of the totals automatically
• Year-end tax summary by category for your tax preparer
• 8-page fillable guide: setup, weekly routine, records, tax-period worksheet, year-end checklist
• Your copy starts blank and ready for your numbers; listing images show sample data

WHO IT'S FOR
Freelancers, sole proprietors, Etsy and online sellers, side hustlers and small service businesses in the US. Not tax, legal or accounting advice.

HOW IT WORKS
1. Check out on Etsy. Your files are ready instantly: Etsy > You > Purchases and reviews > Download files.
2. Open the PDF in Adobe Acrobat Reader, Apple Preview, Xodo, Chrome or Edge. Click any box, type, and save your copy.
3. Print the pages you want, as many times as you need (US Letter or A4), or keep it digital.
4. Spreadsheet: open the .xlsx in Excel, or in Google Sheets with File > Import > Upload. Type your numbers into the input cells; totals calculate automatically.

THE DETAILS
• Format: Excel workbook (.xlsx) that opens in Google Sheets or Excel, plus a fillable PDF guide in US Letter and A4
• Workbook: 7 tabs, 1,250 log rows, category and payment dropdowns, automatic totals
• Guide: 8 pages, 184 fillable fields
• Works with: Google Sheets (free), Microsoft Excel. Guide: Acrobat Reader, Preview, Xodo, Chrome, Edge
• Files in your download (3): Small-Business-Bookkeeping-2027-SHEETS.xlsx; Small-Business-Bookkeeping-Guide-FILLABLE.pdf; Small-Business-Bookkeeping-Guide-FILLABLE-A4.pdf

GOOD TO KNOW
• This is a digital download. Nothing is shipped.
• Screen and printer colors vary a little; print a test page first.
• Personal use: print and fill as many copies as you need for yourself or your household. Please do not resell, share or redistribute the files.
• Design created with AI assistance under the creative direction of the seller.
• Not tax, legal or accounting advice. The set-aside is a savings estimate, not a tax calculation; ask a tax professional what applies to you.

QUESTIONS?
Message us through Etsy before or after you buy. If a file does not open or something looks wrong, tell us and we will help.

READY? Add it to your cart now and start today. Tap the heart to save this listing, and follow PanicProofPrintables for new kits.

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Price:$8.99

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Delivery

Instant download

Your files will be available to download once payment is confirmed. Here's how.

Instant download items don't accept returns, exchanges or cancellations. Please contact the seller about any problems with your order.

Seller's description

Specifications

May include: A digital small business bookkeeping spreadsheet for Google Sheets and Excel, featuring 2027 tax year auto-totals, income, expense, and mileage logs, profit tracking, and tax set-aside calculations on a white background.

INSTANT DOWNLOAD · Open it in 5 minutes · Fill it in on screen or print it

Know what you made, what you spent and what to set aside for taxes. This Google Sheets and Excel workbook logs income, expenses and mileage, then calculates profit by month, a suggested tax set-aside and the four IRS estimated-tax periods for you.

WHAT YOU GET
• Google Sheets / Excel workbook with 7 tabs: Start Here, Setup, Income, Expenses, Mileage, Dashboard, Tax Summary
• 1,250 ready rows (400 income, 600 expense, 250 mileage) with category and payment dropdowns
• Dashboard: profit by month, suggested tax set-aside, the 4 IRS estimated-tax periods with editable due dates
• Expense business-use %, deductible amount and 'other year' dates kept out of the totals automatically
• Year-end tax summary by category for your tax preparer
• 8-page fillable guide: setup, weekly routine, records, tax-period worksheet, year-end checklist
• Your copy starts blank and ready for your numbers; listing images show sample data

WHO IT'S FOR
Freelancers, sole proprietors, Etsy and online sellers, side hustlers and small service businesses in the US. Not tax, legal or accounting advice.

HOW IT WORKS
1. Check out on Etsy. Your files are ready instantly: Etsy > You > Purchases and reviews > Download files.
2. Open the PDF in Adobe Acrobat Reader, Apple Preview, Xodo, Chrome or Edge. Click any box, type, and save your copy.
3. Print the pages you want, as many times as you need (US Letter or A4), or keep it digital.
4. Spreadsheet: open the .xlsx in Excel, or in Google Sheets with File > Import > Upload. Type your numbers into the input cells; totals calculate automatically.

THE DETAILS
• Format: Excel workbook (.xlsx) that opens in Google Sheets or Excel, plus a fillable PDF guide in US Letter and A4
• Workbook: 7 tabs, 1,250 log rows, category and payment dropdowns, automatic totals
• Guide: 8 pages, 184 fillable fields
• Works with: Google Sheets (free), Microsoft Excel. Guide: Acrobat Reader, Preview, Xodo, Chrome, Edge
• Files in your download (3): Small-Business-Bookkeeping-2027-SHEETS.xlsx; Small-Business-Bookkeeping-Guide-FILLABLE.pdf; Small-Business-Bookkeeping-Guide-FILLABLE-A4.pdf

GOOD TO KNOW
• This is a digital download. Nothing is shipped.
• Screen and printer colors vary a little; print a test page first.
• Personal use: print and fill as many copies as you need for yourself or your household. Please do not resell, share or redistribute the files.
• Design created with AI assistance under the creative direction of the seller.
• Not tax, legal or accounting advice. The set-aside is a savings estimate, not a tax calculation; ask a tax professional what applies to you.

QUESTIONS?
Message us through Etsy before or after you buy. If a file does not open or something looks wrong, tell us and we will help.

READY? Add it to your cart now and start today. Tap the heart to save this listing, and follow PanicProofPrintables for new kits.

Shop with confidence
Etsy Purchase Protection

If something goes wrong with an order, we've got your back on all eligible purchases. View program terms

Meet your seller

PanicProofPrintables
PanicProofPrintables ·

New York, United States

No reviews yet
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0 sales
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6 months on Etsy
Yung-Lung Chen
1 shop member

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Listed on Jul 8, 2026