Every template has 6 tabs designed to get you from “shoebox of receipts” to “tax-ready” in about 30 minutes.
This is where you enter your expenses. Pick a category from the dropdown — it maps directly to a Schedule C line number.
Step-by-step instructions. Read this first — it walks you through exactly how to use every tab. Takes 2 minutes.
Your name, business name, EIN, address — everything your tax preparer needs. Fill it once, reference it all year.
500-row tracker with dropdown categories that map to Schedule C line numbers. Enter your bank transactions here — date, description, amount, and pick a category. That's it.
Auto-calculates your totals by Schedule C line number. As you enter transactions, this tab updates automatically. Hand this to your tax preparer — it mirrors the actual IRS form.
Breaks down income and expenses by month. Use this to estimate quarterly tax payments so you don't get hit with penalties.
A quick-reference list of common deductions for your specific business type. Not sure if something is deductible? Check here first.
All formulas, dropdowns, and formatting work perfectly in Google Sheets. Here's how:
Download the template from your email
We'll email you a .xlsx file. Save it to your computer.
Open Google Sheets
Go to sheets.google.com and click the blank "+" to create a new spreadsheet.
Import the file
Click File → Import → Upload → drag your .xlsx file in. Select "Replace spreadsheet" and click Import.
You're done
All 6 tabs, formulas, and dropdown menus transfer over. Start entering your transactions.
Free. No credit card. We email you the template and a $50 tax prep coupon. That's it.
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