Freelancer Self-Employed Tax Prep Kit Excel for the 2026 tax year — a 1099 income log, a business expense log, quarterly estimated tax, a self-employment tax estimate, and a dashboard. Know what every client paid, what…
About this template
Freelancer Self-Employed Tax Prep Kit Excel for the 2026 tax year — a 1099 income log, a business expense log, quarterly estimated tax, a self-employment tax estimate, and a dashboard. Know what every client paid, what is deductible, and what you actually owe. Built for freelancers and self-employed workers who need to track 1099s, log deductible expenses, stay on top of quarterly payments, and estimate self-employment tax — without accounting software. If a 1099 is missing or a quarter was underpaid, this workbook shows it before filing day.
$39
Excel & Google Sheets template — instant download on Etsy
1099 Income Log — client, date, job, amount, 1099 received flag, 1099 amount, and notes for every client payment. The 1099 amount fills in by formula when a 1099 is marked Yes.
Business Expense Log — date, category, vendor or description, amount, deductible flag, deductible amount, and notes for every expense. Meals count at 50 percent; personal spending is marked No and counts 0.
Quarterly Estimated Tax — income, deductible expenses, and net income per quarter from sheets 1 and 2 by date, estimated tax due at a 22 percent combined planning rate, what was paid, and the shortfall, with the due date for each quarter.
SE Tax Estimate — net profit, self-employment tax at 15.3 percent on 92.35 percent of net earnings, the deductible half, AGI, standard deduction, taxable income, estimated federal income tax from a 2026 bracket table, total tax, and the balance due.
Dashboard — gross income, 1099s received and missing, deductible expenses, net profit, SE tax, income tax, total tax, effective rate, payments, and balance due.
Cover and How to Use — start here. Yellow cells are the only ones you edit.
Try the headline numbers for a typical month. The full template does this job by job with a monthly P&L and dashboard.
Frequently asked questions
What does the Freelancer / Self-Employed Tax Prep Kit track?
The Freelancer / Self-Employed Tax Prep Kit tracks 1099 Income Log; Business Expense Log; Quarterly Estimated Tax; SE Tax Estimate; Dashboard.
What do the example numbers show?
The included example shows: 11 clients; gross income 36,150; 1099s received 27,600 across 8 clients; 2 missing worth 6,650; small gigs with no 1099 expected 1,900.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Microsoft Excel and in Google Sheets (upload the .xlsx file to Google Drive to open it in Sheets). It is an instant digital download from Etsy — no physical item is shipped.