Self Employed Tax Tracker Spreadsheet 2027: Freelancer Income & Expense Log, 1099 Mileage Record, Excel Google Sheets

Seller's description

Track your 2027 freelance income, expenses and business miles in one workbook. Set aside the tax percentage you choose each quarter. In January, hand your preparer one tidy summary.

WHAT'S INSIDE
• Income Log: every payment with client, invoice #, payment method and the form you expect (1099-NEC, 1099-K, none)
• Client Totals: per-client totals to check against the 1099s you receive, with a "differs by $" flag
• Expense Log with a category dropdown mapped to IRS Schedule C lines: advertising, car and truck, commissions and fees, contract labor, insurance, legal and professional, office, supplies, travel, meals, utilities, software and more
• Expense Summary by category and by IRS payment period
• Mileage Log: business trips × the IRS rate you enter (ready for a mid-year rate change)
• Quarterly Set-Aside: 2027 estimated-tax due dates, set-aside at your %, moved vs paid vs left, plus an optional state column
• Year-End Summary for your tax preparer: gross receipts, expenses by Schedule C line, mileage, net profit, payments made and an optional self-employment tax estimate
• Start Here setup, built-in checks for missing dates, receipts and categories, and a Sources tab citing the IRS page for every figure
• An EXAMPLE copy filled with made-up numbers so you can see how it works

HOW IT WORKS
1. Set the tax year and type your own set-aside % on Start Here.
2. Log payments, expenses and trips as they happen (a few minutes a week).
3. Each quarter, record what you moved and paid. In January, print the Year-End Summary for your preparer.

FILES YOU'LL DOWNLOAD
• Freelancer-Tax-Year-Kit-2027-v1.0.xlsx (blank, for your records)
• Freelancer-Tax-Year-Kit-2027-EXAMPLE-v1.0.xlsx (filled with example data)
• Quick-Start-Freelancer-Tax-Year-Kit-2027.pdf

ABOUT THE 2027 NUMBERS
The 2027 IRS mileage rate and the 2027 Form 1040-ES weren't published yet when this kit was made (October 2026). The 2027 due dates are worked out from the IRS rule (a due date on a weekend or legal holiday moves to the next business day), and the file shows where to confirm them. Schedule C line numbers follow the IRS 2026 Schedule C. Every IRS figure used is listed with its irs.gov source.

INSTANT DIGITAL DOWNLOAD
This is a digital product. No physical item will be shipped. After purchase, download your files from Etsy → You → Purchases and reviews, or from the link in your confirmation email.

FILE PROBLEM? OUR 14-DAY PROMISE
Digital downloads can't be returned on Etsy. But if a file won't open, doesn't work as described, or isn't what you expected, message us within 14 days of purchase and we'll fix it or refund you.

FAQ
Q: Does it calculate my taxes?
A: No. It organizes your records, holds back the percentage you choose and gives an optional, clearly labeled self-employment tax estimate. It doesn't calculate income tax or tell you what to pay. It's a planning tool, not tax advice.
Q: Who is it for?
A: US freelancers and side hustlers who report business income on Schedule C (Form 1040), including single-member LLCs taxed as sole proprietorships. If your business files a different return, ask your preparer whether the categories fit.
Q: What about the 2027 mileage rate?
A: The IRS usually announces it in late December. The rate cell is prefilled with the latest published rate (76¢ a mile for July to December 2026), clearly labeled, and the sheet reminds you to swap in the 2027 rate.
Q: Does it work in Google Sheets?
A: Yes. It's a real .xlsx file with no macros. Open it in Excel, or import it into Google Sheets with File → Import → Upload. The formulas come across intact.
Q: How do I get the files?
A: Right after purchase, from Etsy → You → Purchases and reviews, or the download link in your Etsy confirmation email. You can re-download any time.

HOW IT'S MADE
Designed by Orvian Market with the help of AI tools for drafting and layout. Every formula, page and file was checked and tested before listing.

LICENSE
For use in your own business, with as many of your own clients and projects as you like. Please don't resell, share or re-upload the files.

Educational planning and record-keeping tool only, not legal, tax or financial advice. Orvian Market isn't affiliated with the IRS.
Microsoft Excel and Google Sheets are trademarks of their respective owners. Orvian Market isn't affiliated with or endorsed by them.