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
Bundle-21%Business Owner Bundle
Books, contractors, records and your Schedule C, in one set.
$59$75Save $16
In stock · instant download
- Instant download
- Card or PayPal
- Excel, Sheets and PDF
What is in the bundle
- 8-Year Tax Records Organizer$12
- Self-Employed and Schedule C Tracker$19
- 1099 Contractor and W-9 Tracker$15
- Small Business Bookkeeping Template$29
- Bought separately
$75 - Bundle price$59
Download, formats and refunds
Your files download right after payment and a link arrives by email. Spreadsheets open in Excel or Google Sheets; PDFs fill in on a phone or computer. If anything is wrong with a file, email us and we will fix it or refund you.
Sharing with clients
The files carry no business name or logo. Each one has a blank box for the tax professional’s details, so preparers can hand them to their own clients.
Bring it to your appointment.
Every template ends with a summary your preparer can use straight away. Book a free consultation when you are ready.
Each template on its own.
All templates →Tracker
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
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
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
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.