How much do I save for tax?

Bookkeeping & Tax Set-Aside

Tax season shouldn't be a shoebox of receipts. Log money in and money out as it happens, and the sheet builds your P&L and category totals: the numbers your accountant or tax software asks for.

The Quarterly Tax tab shows how much to set aside each quarter, so a surprise bill in April becomes a planned payment. It isn't tax advice, but your records will be ready.

What's inside

• Income / Expenses / Mileage: Three simple logs
• P&L: Monthly profit and loss with chart
• Tax Categories: Year totals by category for your accountant
• Quarterly Tax: Set-aside, due dates, paid/unpaid

Works with

Google Sheets (free) and Microsoft Excel 2016 or later / Microsoft 365, on Mac, Windows, iPad and Chromebook.