• May include: A digital interface titled 2027 Quarterly Estimated Tax by TeamTimeTools. It displays a table of freelance income sources, amounts, and tax status, alongside informational boxes regarding SE tax, safe harbor, and January 18, 2028.
  • May include: A digital dashboard screenshot titled The real Dashboard by TeamTimeTools, displaying a financial workbook with sample data for Jordan Hale, including income, expenses, net profit, and various tax estimates in US dollars.
  • May include: A digital spreadsheet titled Four due dates, with the holiday rule spelled out, displaying a quarterly tax table for 2027. The table lists periods, due dates, required amounts, paid totals, and status, with four green date buttons below.
  • May include: A digital dashboard interface titled Money you actually moved by TeamTimeTools. It displays a table with columns for Date, Amount moved, Notes, and Check. Rows show entries for Feb 05, Apr 10, and May 16, each with $400.00 moved.
  • May include: A digital dashboard titled Every IRS figure has a source by TeamTimeTools. It displays tax notes including self-employment tax rates, 2026 Social Security wage base of $184,500, installment dates, and payment instructions.
  • May include: A digital income and expense log interface titled TeamTimeTools. The table displays columns for Date, Source, Amount, 1099-NEC, and Check status, with rows showing entries for Northstar Media, Harbor Co-op, and Indie Press.
  • May include: A digital tax planning tool from TeamTimeTools featuring an Excel spreadsheet and a Google Sheets PDF. The layout includes eight tabs: Start Here, Dashboard, Setup, Income, Expenses, Set-Aside, Quarterly, and Sources.
  • May include: An infographic titled How it works by TeamTimeTools showing three steps: 1. Download from Etsy, 2. Open in Google Sheets or Excel, 3. Log a payment. A green button at the bottom states Built-in Start Here tab walks you through it.
  • May include: A digital interface titled 2027 Quarterly Estimated Tax by TeamTimeTools. It displays a table of freelance income sources, amounts, and tax status, alongside informational boxes regarding SE tax, safe harbor, and January 18, 2028.
  • Product video
  • May include: A digital dashboard screenshot titled The real Dashboard by TeamTimeTools, displaying a financial workbook with sample data for Jordan Hale, including income, expenses, net profit, and various tax estimates in US dollars.
  • May include: A digital spreadsheet titled Four due dates, with the holiday rule spelled out, displaying a quarterly tax table for 2027. The table lists periods, due dates, required amounts, paid totals, and status, with four green date buttons below.
  • May include: A digital dashboard interface titled Money you actually moved by TeamTimeTools. It displays a table with columns for Date, Amount moved, Notes, and Check. Rows show entries for Feb 05, Apr 10, and May 16, each with $400.00 moved.
  • May include: A digital dashboard titled Every IRS figure has a source by TeamTimeTools. It displays tax notes including self-employment tax rates, 2026 Social Security wage base of $184,500, installment dates, and payment instructions.
  • May include: A digital income and expense log interface titled TeamTimeTools. The table displays columns for Date, Source, Amount, 1099-NEC, and Check status, with rows showing entries for Northstar Media, Harbor Co-op, and Indie Press.
  • May include: A digital tax planning tool from TeamTimeTools featuring an Excel spreadsheet and a Google Sheets PDF. The layout includes eight tabs: Start Here, Dashboard, Setup, Income, Expenses, Set-Aside, Quarterly, and Sources.
  • May include: An infographic titled How it works by TeamTimeTools showing three steps: 1. Download from Etsy, 2. Open in Google Sheets or Excel, 3. Log a payment. A green button at the bottom states Built-in Start Here tab walks you through it.
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Freelancer Quarterly Estimated Tax 2027 Spreadsheet, Self Employment Tax & Tax Set Aside Tracker | Excel Google Sheets

Item highlights

  • Digital download
  • Digital file type(s): 1 ZIP

Seller's description

Know what to set aside from each freelance payment in 2027, and what to send the IRS each quarter. This workbook estimates self-employment tax the way Schedule SE starts (92.35% of net profit, then 12.4% Social Security and 2.9% Medicare), adds a rough income-tax figure at the rate you type, then applies a simplified safe-harbor check against last year's tax. Works in Google Sheets and Excel.

WHAT'S INCLUDED
1. Workbook (Google Sheets + Excel), 8 tabs: Start Here, Dashboard, Setup, Income (300), Expenses (300), Set-Aside (200), Quarterly, and Sources.
- Dashboard: net profit, SE tax pieces, income-tax estimate, required annual payment, required per quarter, payments already sent, money moved to tax savings, and a suggested set-aside percent of each payment.
- Quarterly due dates: April 15, June 15 and September 15, 2027. The fourth date is shown as January 18, 2028 because January 15, 2028 is a Saturday and January 17, 2028 is Martin Luther King Jr. Day (26 U.S.C. 6654 and 7503). Confirm on Form 1040-ES when published.
- Social Security wage base defaults to the IRS's published 2026 figure ($184,500) in an editable cell.
2. Start Here PDF with your Google copy link.

WHY IT'S DIFFERENT
- SE tax is split into Social Security, Medicare and Additional Medicare instead of a single mystery percentage.
- Safe harbor vs 90% of this year, using last year's AGI to pick 100% or 110%.
- A set-aside log compared with what you still need to send.
- Sources tab with the IRS pages the rules come from.
- Excel + Google Sheets, tested 23/23 over 3 rounds.

HOW TO GET IT
1. Download the zip from Etsy > Purchases.
2. Open Tax-START-HERE.pdf and choose "Make a copy", or open the .xlsx in Excel.
3. Jordan Hale sample data is made up. Clear the yellow cells and add your first payment.

GOOD TO KNOW, PLEASE READ
- Not tax advice and not a prepared return. It does not handle state tax, QBI, credits, the annualized-income method or farming/fishing exceptions.
- Confirm the 2027 Social Security wage base and Form 1040-ES dates on irs.gov.
- Digital download; nothing physical ships. Message me if something isn't working.
- For your own use. Please don't resell or share the files or links.

HOW THIS WAS MADE
I designed this workbook with help from AI tools, which assisted with the formulas, layout and sample data. I chose the features after comparing public RankHero samples for self-employed and quarterly tax trackers (small shops already appear on page 1 for those phrases). I checked IRS pages on Nov 6, 2026 and tested the math against an independent model.

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Price:$13.00

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Instant download

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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 interface titled 2027 Quarterly Estimated Tax by TeamTimeTools. It displays a table of freelance income sources, amounts, and tax status, alongside informational boxes regarding SE tax, safe harbor, and January 18, 2028.

Know what to set aside from each freelance payment in 2027, and what to send the IRS each quarter. This workbook estimates self-employment tax the way Schedule SE starts (92.35% of net profit, then 12.4% Social Security and 2.9% Medicare), adds a rough income-tax figure at the rate you type, then applies a simplified safe-harbor check against last year's tax. Works in Google Sheets and Excel.

WHAT'S INCLUDED
1. Workbook (Google Sheets + Excel), 8 tabs: Start Here, Dashboard, Setup, Income (300), Expenses (300), Set-Aside (200), Quarterly, and Sources.
- Dashboard: net profit, SE tax pieces, income-tax estimate, required annual payment, required per quarter, payments already sent, money moved to tax savings, and a suggested set-aside percent of each payment.
- Quarterly due dates: April 15, June 15 and September 15, 2027. The fourth date is shown as January 18, 2028 because January 15, 2028 is a Saturday and January 17, 2028 is Martin Luther King Jr. Day (26 U.S.C. 6654 and 7503). Confirm on Form 1040-ES when published.
- Social Security wage base defaults to the IRS's published 2026 figure ($184,500) in an editable cell.
2. Start Here PDF with your Google copy link.

WHY IT'S DIFFERENT
- SE tax is split into Social Security, Medicare and Additional Medicare instead of a single mystery percentage.
- Safe harbor vs 90% of this year, using last year's AGI to pick 100% or 110%.
- A set-aside log compared with what you still need to send.
- Sources tab with the IRS pages the rules come from.
- Excel + Google Sheets, tested 23/23 over 3 rounds.

HOW TO GET IT
1. Download the zip from Etsy > Purchases.
2. Open Tax-START-HERE.pdf and choose "Make a copy", or open the .xlsx in Excel.
3. Jordan Hale sample data is made up. Clear the yellow cells and add your first payment.

GOOD TO KNOW, PLEASE READ
- Not tax advice and not a prepared return. It does not handle state tax, QBI, credits, the annualized-income method or farming/fishing exceptions.
- Confirm the 2027 Social Security wage base and Form 1040-ES dates on irs.gov.
- Digital download; nothing physical ships. Message me if something isn't working.
- For your own use. Please don't resell or share the files or links.

HOW THIS WAS MADE
I designed this workbook with help from AI tools, which assisted with the formulas, layout and sample data. I chose the features after comparing public RankHero samples for self-employed and quarterly tax trackers (small shops already appear on page 1 for those phrases). I checked IRS pages on Nov 6, 2026 and tested the math against an independent model.

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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

Joey
TeamTimeToolsDesigns ·

United States

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Listed on Nov 6, 2026
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