Tax Prep Organizer Spreadsheet — Income, Deduction & Mileage Tracker with Document Checklist and Quarterly Set-Aside for Google Sheets

Tax season, without the shoebox panic. The Tax Prep Organizer tracks every document, deduction and mile all year — personal income plus side income — so filing day is just handing your preparer one tidy file instead of a year of guessing.

• DASHBOARD — documents received vs needed with checklist % complete, total income logged, total deductions, mileage value, income minus deductions, and your estimated total tax set-aside — all pulled in automatically
• DOCUMENT CHECKLIST — 18 tax documents (W-2, 1099-NEC, 1099-INT, 1099-DIV, 1098, donation receipts and more) with who sends each one and a Received? tracker that counts what you have and what's still missing
• INCOME LOG — one row per payment: date, source, type (W-2 Wages, Side Business, Freelance, Interest/Dividends, Other) and whether the 1099 arrived. The quarter fills in by itself
• DEDUCTION LOG — one row per deductible expense with category dropdown (Home Office, Supplies, Software, Travel, Meals, Education, Health, Other) and a receipt-kept tracker; category totals build themselves with SUMIF
• MILEAGE LOG — every business trip logged; value = miles × rate, using an editable rate cell you can update whenever the IRS rate changes
• QUARTERLY SET-ASIDE — each quarter's income is totaled automatically from the Income Log; set your set-aside % once and see exactly how much to move to savings each quarter — no April surprises

WHAT'S INSIDE (7 sheets):
• DASHBOARD — your whole tax year at a glance, fully automatic
• DOCUMENT CHECKLIST — 18 documents with Received? dropdown + received / waiting / % complete counts
• INCOME LOG — 30-row income tracker with automatic quarter column
• DEDUCTION LOG — 28-row expense tracker with Receipt Kept? dropdown + SUMIF category totals
• MILEAGE LOG — 20-row trip log with editable mileage-rate cell and automatic values
• QUARTERLY SET-ASIDE — Q1–Q4 income (SUMIF from the Income Log), set-aside % and amount per quarter
• START HERE — 6-step setup guide; up and running in minutes

HOW IT WORKS: Download instantly → type in the yellow cells → everything calculates automatically. No spreadsheet skills needed — if you can type, you can run this.

WHAT YOU GET: 1 Excel file (.xlsx, 7 sheets), works in Microsoft Excel and Google Sheets. Instant download.

PLEASE NOTE: Digital download; no physical item ships. The file comes prefilled with realistic sample data so you can see every formula working — just type over it with your own numbers.

IMPORTANT DISCLAIMER: This spreadsheet is an organizer, not tax advice. It helps you collect, log and total your tax documents, income, deductions and mileage in one place. It does not prepare, calculate or file your taxes, and it is not a substitute for advice from a qualified tax professional. Tax laws change — always confirm rates, deadlines and what you can deduct with your CPA, enrolled agent or the IRS before you file.

FREQUENTLY ASKED QUESTIONS:

Q: I opened the spreadsheet in Google Sheets and it says "view only" — how do I edit it?
A: That happens with Google Sheets from time to time. Open the file, then in the top menu choose File → Make a copy. The copy belongs to you and is fully editable. If it still won't open, try a computer or laptop instead of a phone, a different browser, make sure you're signed in to Google Sheets, and check that your Google Drive has space. Still stuck? Message me on Etsy and I'll help you sort it out.

Q: I can't download my purchase on my phone — what am I doing wrong?
A: Nothing — the Etsy app doesn't support downloading files. Open your browser (log out of the Etsy app first if it keeps redirecting you), sign in to Etsy, and download from your Purchases page on a mobile browser, or use a laptop or desktop. Once the file is saved you can open it on your phone any time.

Q: What exactly is a spreadsheet template?
A: It's a ready-made spreadsheet with all the formatting and formulas already built in. Download it, type in the yellow cells, and everything else calculates itself. Colors, headings and layout can be customized if you like, but you never need to touch a formula.

Q: Can I return or exchange my purchase?
A: Because this is a digital download, returns and exchanges aren't possible once the file has been downloaded — you'll always keep access to it in your Etsy account. If you bought it by accident and haven't downloaded it yet, send me a message and I'll take care of it.

Q: Is it available in other languages?
A: Right now the planner is in English only.

*This digital product has been created with the assistance of AI Tools, then refined by me, the seller*