Report this item to Etsy

Low in stock, only 7 left

Price:$6.00

Tax Calculator

Includes Etsy Purchase Protection

You can only make an offer when buying a single item

Highlights

This Spreadsheet is meant to be used to help with tax planning and understanding. It is a great study tool for those learning taxes! It is not meant as a substitute for CPA services as tax law is very complex and prone to change.

There are 4 types of tabs in this spreadsheet: Summary, Input, Calculate, and Notes. Here is the breakdown:

Summary: Tax Projection. This brings together all of the other tabs and gives the summary for taxes owed.

Input: Personal Info & Est Taxes, Income, For AGI Ded, Itemized, Bus Ded, QBI. These are the tabs where you actually input data. Look at the notes for any questions.
1. The Personal Info & Est Taxes tab is where you insert personal information, misc info, and estimated taxes paid. It also provides safe harbor calculations
2. The Income tab allows you to annualize your income at any point in the year.
3. The Business Ded tab is for a more in depth calculation of business income. It does not automatically connect to the tax projection.
4. The QBI tab is where you calculate your potential QBI deduction. This is related to section 199A income.
5. The For AGI Ded tab calculates all of your potential deductions in order to calculate your AGI.
6. The Itemized tab is where all of your potential itemized deductions are inputted and calculated
7. The Credits tab is where all of the potential credits are inputted and calculated
8. Easement Projection: If the IRS still allows conservation easements, this gives a projection of potential tax savings

Calculate: Single, MFS, MFJ, HOH, Est Tax Penalty. These reference the Tax Projection tab and should not be edited. They allow you to see the logic behind each tax calculation.
FYI: Only the column with the correct projection Year will be correct. This is mostly due to For AGI deductions, Itemized Deductions, and Credits

Notes: Safe Harbor, Dependent, Itm Ded, Capital Gains, AMT, For AGI Ded, Retirement, Business, Credits, MISC, Car Ded. These give you knowledge of tax law. The Retirement and Credits tabs are used as references for the Credits and For AGI Ded Input tabs

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.

Etsy Purchase Protection
Shop confidently on Etsy knowing if something goes wrong with an order, we've got your back for all eligible purchases — see program terms

Be the first to leave a review

Help this shop grow by ordering and sharing your feedback. Plus, shop confidently with Etsy Purchase Protection.
Learn more

You may also like

Shoppers with similar taste loved these

Show more
Show more

Explore related searches

Printing Calculator

Freelance Calculator

Listed on May 22, 2026
49 favorites
Homepage Home & Living Office Office & School Supplies

Looking for more? Find it on Etsy