Self-Employed Tax Tracker 2027

What's inside

• Start Here

  Your settings (tax year, your own set-aside %, car method) plus a yearly-values table: quarterly due dates, mileage rate and form thresholds you can update every year

• Dashboard

  Net profit, 1099 forms in, still to set aside, next payment and business miles; a payer-by-payer 1099 check; quarterly payment statuses; deductions by Schedule C line; what needs attention

• 1099 Forms

  Every client and platform that pays you: the form you expect, your own total, the amount on the form, the difference and a status (Matched, Mismatch, Not in yet, Missing)

• Income

  Each payment with the gross amount and the fees a platform kept, so your log lines up with gross-amount forms

• Expenses

  Business-use % for mixed costs like your phone, receipt check, and the Schedule C line each cost goes to

• Mileage Log

  Odometer or trip miles, business purpose, rate by date and the deduction estimate

• Quarterly Taxes

  Federal and state payments with due dates, your planned amount, what you paid, confirmation numbers and status; plus a month-by-month set-aside tracker and your tax savings balance

• Schedule C Summary

  One printable page in the order of the form, with vehicle info and payments made

• Tax Packet

  A documents checklist: six items update from your data, plus your own items

Why you'll like it

• Catch a wrong or missing 1099 before you file: forms are checked against your own records, with the difference in dollars
• Shows which forms to expect: 1099-NEC, 1099-K (payment apps and marketplaces) and 1099-INT rules use the thresholds in your yearly table, and you can override any payer, for example a card processor or a state with a lower limit
• Stay on top of quarterly payments: Paid, Paid late, Due soon, Partial, Late and Underpaid at a glance, federal and state side by side
• Mileage that counts: two rates per year are supported for a mid-year rate change, and you choose standard mileage or actual car costs so nothing is counted twice
• Fees withheld by apps and marketplaces are logged once and land on the commissions & fees line automatically
• Your own set-aside %: see if your tax savings will cover what is still to pay this year
• Sample data for a freelance designer who also drives for apps and runs a small online shop, so you can see the statuses in action
• Built by a data analyst: every number is a formula you can trace. No subscription, no app

How you get it

1. 1

   Download on Etsy

   Buy the template on Etsy, then download START-HERE.pdf and the Excel .zip from your Purchases.

   How to download
2. 2

   Make a copy

   Click MAKE A COPY in the PDF: your own Google Sheet is saved to your Google Drive. Prefer Excel? Open the .xlsx.

   How to make your copy
3. 3

   Start

   Follow the Start Here tab. Type in the cream cells; the gray cells do the math for you.

   Clearing the sample data

You receive:

• START-HERE.pdf — Google Sheets link + quick guide
• self-employed-tax-tracker-excel.zip — Excel version

Good to know

• Due dates, the mileage rate and form thresholds are prefilled from IRS rules and announcements available when this version was made. Please verify them for your year. Not affiliated with the IRS.
• The set-aside and planned payments use a percentage you choose. They are a planning estimate, not a tax calculation, so check with a tax professional.
• Line numbers follow the current Schedule C layout and are for sorting only; your tax preparer decides the final treatment.
• Best used on a computer; you can view it in the Google Sheets app on your phone.
• For one person or one business. Please do not resell or share the files.

Not tax or legal advice.

Designed by me with the help of AI tools.