Freelancer Income & Tax Tracker - Excel template
Know exactly what you keep and what you owe — in one spreadsheet.
Log your income, expenses, and invoices. The spreadsheet auto-calculates your monthly profit & loss, quarterly tax estimates, and exactly how much to set aside each month. One file, no accounting software, no formulas to build yourself.
WHAT'S INSIDE
→ Dashboard with live KPIs — income, expenses, profit, tax, unpaid invoices
→ Income tracker with client, project, and VAT auto-split
→ Expense tracker with tax-deductible flagging
→ Invoice tracker — see what's paid and what's overdue at a glance
→ Monthly P&L — auto-generated 12-month breakdown
→ Quarterly tax planner — know what you owe before it's due
→ Client overview — auto-sums revenue per client
Works in Excel and Google Sheets. Blue cells are your inputs — everything else auto-calculates. Set up once, use all year.
- 23 days ago
I bought this template yesterday and it has already saved my hours of time. It has a super easy to use Income and Expense sheet that automatically calculates the BOP and gives you useful insights of where you're business is. Highly recommended
