--- title: "Sole Proprietor Tax-Time Organizer (Excel) | MCC Solutions" description: "Excel organizer for self-employed people: collect income and 1099s, expenses by category, vehicle miles, home office details, equipment purchases, estimated…" url: "https://mcc-solutionsnj.com/toolkits/sole-proprietor-tax-time-organizer" --- 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 · 14-day full refund · example and blank copies · download link by email Buy now, $24 Try the free starter 🌙 The desk is asleep. The store never is. Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning. [Browse the store](/toolkits) Who it is for Freelancers, sole proprietors and gig workers who hand their records to a tax preparer each year. Not the right fit if You want your tax calculated or filed: this organizes records for your preparer and does neither. 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 [![Summary for Preparer tab of the Sole Proprietor Tax-Time Organizer, with example data](/img/toolkits/sole-proprietor-tax-time-organizer/a.png)](/img/toolkits/sole-proprietor-tax-time-organizer/a.png) Summary for Preparer tab with example data. Made-up numbers. [![Income tab of the Sole Proprietor Tax-Time Organizer, with example data](/img/toolkits/sole-proprietor-tax-time-organizer/b.png)](/img/toolkits/sole-proprietor-tax-time-organizer/b.png) Income tab with example data. Made-up numbers. Get it ## Sole Proprietor Tax-Time Organizer Or pay with PayPal Uses the email and terms box above. You get the same download link by email. ZIP code (for sales tax) Want every toolkit? The [toolkit membership](/membership) includes all of them, with a lower rate if you pay yearly. Get every update for a year, $29: the [Yearly Updates Pass](/updates-pass?kit=sole-proprietor-tax-time-organizer) gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal. Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal 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. Ways to get it ## Just this kit, or more This kit **$24 one time** Sole Proprietor Tax-Time Organizer. Buy this kit The set **$49 one time** 3 kits including this one, $13 less than buying them separately. [See the set](/toolkits/driver-side-hustle-bundle) Membership **$29 a month** Every kit and document pack in the store, including new ones. Cancel any time. [See the membership](/membership) Questions ## Common questions **What do I get and how is it delivered?** The Sole Proprietor Tax-Time Organizer as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment. **Will it open on a Mac, Google Sheets or my phone?** Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund. **Is this legal or tax advice?** It does not compute tax, prepare or file a return, and is not tax advice. **Is it the right fit for me?** It is made for freelancers, sole proprietors and gig workers who hand their records to a tax preparer each year. Skip it if you want your tax calculated or filed: this organizes records for your preparer and does neither. 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](/bookkeeping/#interest) [Free books health check](/bookkeeping/health-check) Prefer to keep it yourself but want a hand getting started? [Book a 45 minute setup session](/workbook-setup-session) ($65). Buy it with the others [Bundle ### Landlord Bundle This product plus 2 more, in one download. $69 instead of $82 separately](/toolkits/landlord-bundle)[Bundle ### Driver and Side Hustle Bundle This product plus 2 more, in one download. $49 instead of $62 separately](/toolkits/driver-side-hustle-bundle)[### Month-End Close Workbook A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock. $19](/toolkits/month-end-close-workbook) ## More bookkeeping and business toolkits - [Solopreneur CRM & Lead Desk (Local App + Notion Files)](/toolkits/solopreneur-crm-lead-desk) $39 - [Solopreneur Multi-State Payroll & Tax Calendar Model](/toolkits/payroll-tax-calendar-model) $39 - [SOP Library for Bookkeeping & Digital Services (Notion-Ready)](/toolkits/sop-library) $29 - [South Carolina Employer Compliance Kit 2027](/toolkits/south-carolina-employer-compliance-kit-2027) $19 - [South Carolina Landlord Compliance Kit](/toolkits/south-carolina-landlord-compliance-kit) $19 - [South Carolina Unemployment Checklist](/toolkits/south-carolina-unemployment-checklist) $15 [See every toolkit and document pack](/toolkits/all) ## Rather have someone do the books? [Get a Bookkeeping Quote](/bookkeeping/#interest)[Call (908) 444-6373](tel:+19084446373)