Excel workbook
Sole Proprietor Tax-Time Organizer: Gather Income, Expenses, Mileage and Documents for Your Preparer
Gather everything your tax preparer will ask for in one place, spot 1099s that do not match your records, and hand over a clean one-page summary.
$24 one time · example and blank copies · download link by email
Who it is for
Freelancers, sole proprietors and gig workers who hand their records to a tax preparer each year.
Why it is different
- It flags 1099s that do not match your own records, which is a common cause of notices.
- It leaves every tax decision to your preparer: it computes no tax and no depreciation.
- A filled example for an invented freelance designer and a blank copy with working formulas.
What is inside
- Start Here. Purpose, which cells to fill in and what the organizer is not.
- Setup. Tax year and a few questions about your year, such as home office, vehicle and employees.
- Income. Income by client or platform, the 1099 you received against your own records, and any differences.
- Expenses. Common business categories by month, with totals.
- Vehicle. Business, commuting and other miles, with the mileage rate entered by you.
- Home Office. Office area against total area, home costs and the prorated amount, shown for your preparer.
- Assets. Equipment bought this year with the business-use percentage, for your preparer to decide how to treat.
- Estimated Payments. Payments made during the year and the usual due dates as reminders.
- Documents Checklist. Over thirty items to gather, marked have, need or not applicable, with percent complete.
- Summary for Preparer. One printable page with income, expenses, profit, miles, home office percentage, payments and open items.
- Checks. Gaps and items to review.
A look inside
Example data, real formulas
Get it
Sole Proprietor Tax-Time Organizer
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of editable Word files and printable PDFs. For one business, your own use. General information and templates, not legal, tax or accounting advice. This is an organizer. It does not compute tax, prepare or file a return, and is not tax advice. The profit shown is a bookkeeping figure, not taxable income. Rules and rates change, so confirm with your preparer and irs.gov. Do not enter Social Security numbers or account numbers. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Free starter
Try a free one-tab version first
A small working Excel file with the same kind of math, filled with made-up example numbers you can type over. We send one confirmation email, and no series follows.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
Buy it with the others
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Landlord Bundle
This product plus 2 more, in one download.
$69 instead of $82 separately
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Driver and Side Hustle Bundle
This product plus 2 more, in one download.
$49 instead of $62 separately
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