{"product_id":"small-business-bookkeeping-tax-prep-spreadsheet","title":"Small Business Bookkeeping \u0026 Tax-Prep Spreadsheet","description":"\u003cp\u003e\u003cstrong\u003eKeep clean books all year and walk into tax season with your numbers ready.\u003c\/strong\u003e\u003c\/p\u003e\u003cp\u003eReceipts in a shoebox, income spread across three apps, and a scramble every April. Sound familiar? This spreadsheet gives freelancers and small business owners one place to record money in, money out, and business miles. It then builds your monthly profit and loss, quarterly estimated-tax figures, and a year-end summary automatically.\u003c\/p\u003e\u003ch3\u003eWhat's inside\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome Log:\u003c\/strong\u003e date, category dropdown, client, amount, payment method, and invoice number.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpense Log:\u003c\/strong\u003e 16 editable expense categories, payment method, and a \"receipt saved?\" check that flags anything missing.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMileage Log:\u003c\/strong\u003e enter odometer readings or miles. The deduction uses the 2026 IRS business rates (72.5¢ per mile Jan 1–Jun 30, 76¢ from July 1), and both rates are editable for future years.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly P\u0026amp;L:\u003c\/strong\u003e income and expenses by category and month, with net profit and each category's share of income.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuarterly Estimated-Tax Worksheet:\u003c\/strong\u003e estimates self-employment tax plus federal and state income tax for each IRS payment period, using rates you enter. Track what you paid and see a suggested set-aside percentage.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eAnnual Summary:\u003c\/strong\u003e year totals by category, miles, mileage deduction, estimated tax vs. paid, and charts that are easy to hand to your tax preparer.\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eBuilt to be easy to use\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eColour-coded cells.\u003c\/strong\u003e Yellow cells are for your inputs and lavender cells hold formulas, so the math stays intact.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eLabeled example data.\u003c\/strong\u003e Pink example rows show how each sheet works. Delete them when you're ready to start.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eFrozen headers, filters, dropdowns, and print-ready layouts\u003c\/strong\u003e on every sheet.\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003ePDF mini guide\u003c\/strong\u003e that walks you through setup, monthly review, and year-end.\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e freelancers, sole proprietors, side-hustlers, creators, and small service businesses who want simple bookkeeping without accounting software.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003eFormat:\u003c\/strong\u003e Instant digital download (ZIP) containing an XLSX spreadsheet for Microsoft Excel, Google Sheets, or LibreOffice Calc, plus a PDF mini guide. This is a digital product; nothing will be shipped.\u003c\/p\u003e\u003cp\u003e\u003cem\u003ePlease note: this spreadsheet is not tax advice. The estimated-tax worksheet gives rough planning estimates based on rates you enter. It does not cover every rule, such as credits, deductions, wage-base limits, or state specifics. Confirm amounts with a qualified tax professional or the IRS.\u003c\/em\u003e\u003c\/p\u003e\n","brand":"PromptStack","offers":[{"title":"Default Title","offer_id":67937554071661,"sku":null,"price":24.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0849\/1371\/7357\/files\/Small-Business-Bookkeeping-Tax-Prep-cover.png?v=1793753307","url":"https:\/\/promptstackshop.myshopify.com\/products\/small-business-bookkeeping-tax-prep-spreadsheet","provider":"PromptStack","version":"1.0","type":"link"}