TrackerTop pick
Self-Employed and Schedule C Tracker
For Uber, DoorDash, freelancers, car sales and sole owners. Log it as you go; your Schedule C adds itself up.
$19
In stock · instant download
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Tax templates and trackers
Trackers and guides from a Dallas tax office. Fill them in all year, then bring them to your appointment.
- Instant download plus a copy by email
- Secure checkout by card or PayPal
- Excel, Google Sheets, PDF on phone or computer
- Made by a Dallas tax office serving clients since 2004
TrackerTop pick
Bundle-29%
Tax Prep Bundle
Everything an individual or gig worker needs to get organized for tax season.
$39$55Save $16
In stock · instant download
TrackerTop pick
Truck Owner-Operator Tax Tracker
Loads, costs, per diem, IFTA miles and deadlines for owner-operators, in one file.
$34
In stock · instant download
Tracker
Family Budget and Debt Tracker
Plan each month, pay off debt faster and give your tax refund a job before it arrives.
$12
In stock · instant download
Bundle-21%
Business Owner Bundle
Books, contractors, records and your Schedule C, in one set.
$59$75Save $16
In stock · instant download
Tracker
Small Business Bookkeeping Template
Simple books for salons, contractors and food trucks, with a monthly profit and loss that builds itself.
$29
In stock · instant download
Tracker
1099 Contractor and W-9 Tracker
Track contractors, W-9s and payments, and know who needs a Form 1099-NEC before January 31.
$15
In stock · instant download
Free
Tax Season Document Checklist
Every document most people need for their tax appointment, in English and Spanish.
Free
Instant download
Guide
Self-Employed Business Organizer
One form for every self-employed business. Fill it in once a year and your preparer has everything for your Schedule C.
$9
In stock · instant download
Tracker
8-Year Tax Records Organizer
Know what you have, where it is, and when each tax paper is safe to shred.
$12
In stock · instant download
Guide
“Behind on Taxes?” Catch-Up Workbook
Seven steps to get back on track with the IRS, at your own pace.
$12
In stock · instant download
Guide
ITIN Application Guide and Checklist
What an ITIN is, the documents the IRS accepts, and how to apply or renew without costly mistakes.
$15
In stock · instant download
Tracker
Rental Property Income and Expense Tracker
Up to five rentals, sorted the way Schedule E asks for them.
$14
In stock · instant download
Bundle-20%
Trucker Bundle
The trucker tracker plus records and contractor tracking for drivers you pay.
$49$61Save $12
In stock · instant download
How it works.
1
Choose
Pick a template or a bundle. Every page shows exactly what is inside.
2
Pay securely
Card or PayPal through Payhip. We never see your card details.
3
Download
Your files open straight away, and a copy of the link arrives by email.
Questions.
How do I get my file?
Right after you pay, your download appears on screen and we email you a download link. Keep the email: you can download again any time.
How do I pay?
Checkout is handled securely by Payhip. You can pay by card or PayPal. We never see your card details.
Will it work on my phone or in Google Sheets?
Yes. The spreadsheets open in Excel, in the free Excel app, and in Google Sheets (File, then Import). The PDFs can be filled in on a phone, tablet or computer.
Can I give it to my clients?
Yes. The files carry no business name or logo, and each one has a blank box for your own tax professional’s details.
Is this tax advice?
No. These are record-keeping tools, prepared by a Dallas tax office since 2004. For advice on your own situation, book a free consultation.
Something is wrong with my file. What now?
Email [email protected] or call 972-686-1005 and we will fix it or refund you.
Do you have Spanish versions?
Spanish versions are coming soon. Versiones en español muy pronto. Hablamos español en la oficina.
For record-keeping only. Not tax, legal or financial advice. Tax rules change; confirm figures with a tax professional before you file.
Ready when you are.
Book a free first consultation, call us, or stop by the office. We will explain what we can do and what it will cost before any work begins.