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Freelancer Tax Set Aside Tracker, Self Employed Income and Expense Spreadsheet

Price:$12.00

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Highlights

Freelancer tax set-aside tracker for Google Sheets and Excel. Log income and expenses, pick your set-aside %, and see what to move to tax savings each period.

WHAT'S INSIDE
- Income tab: client payments and payment fees
- Expenses tab with category dropdowns
- Set-Aside Transfers tab: savings moves and estimated payments
- Dashboard by IRS estimated-tax period (Jan-Mar, Apr-May, Jun-Aug, Sep-Dec): profit, suggested set-aside, moved, still to move
- Monthly profit table and chart

WHO IT'S FOR
Freelancers and 1099 workers who want a savings habit for taxes. The set-aside is a percentage YOU choose; it does not calculate your tax.

HOW IT WORKS
1. Download the file.
2. Open it in Excel, or upload it to Google Drive and open with Google Sheets.
3. Follow the Start Here tab. Yellow cells are yours to edit.

PLEASE NOTE
- Digital download. Nothing ships. You get an .xlsx file (opens in Excel or Google Sheets) and a Start Here guide.
- AI disclosure: this template was made with AI assistance, then built out, tested and reviewed by us. Every formula is checked against sample data before release.
- Not tax, legal or accounting advice. This is an organizing tool. Estimates depend on the numbers and rates you enter. Talk to a qualified tax professional about your situation.
- License: for use in your own business (one business). Please don't resell, share or redistribute the file.

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Listed on Oct 23, 2026
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