Tax Ready Monthly Tracking (Personal Version) | Templates by Beth Zustiak Coaching
Tax Ready Monthly Tracking (Personal Version) | Templates by Beth Zustiak Coaching
Stop dreading tax season.
This Tax Ready Monthly Tracking Template (Personal Version) helps you track income and deductible expenses throughout the year so everything is organized when it’s time to file your taxes. Instead of trying to gather information at the last minute, you’ll have one place to record important details as they happen.
This is a Google Spreadsheet with multiple tabs designed to help you organize income sources, track deductible expenses, and record tax-related payments.
The spreadsheet includes ready-to-use tabs that help you stay organized throughout the year:
Included Tabs:
W2 and 1099 Income: Record income from employers, freelance work, or contract jobs so you have a clear record of your earnings.
Work From Home Expenses: Track eligible home office expenses that may be deductible.
Donations: Record charitable donations made throughout the year so they are easy to reference at tax time.
Mileage: Keep track of mileage related to work, business, or eligible activities.
Tax Payments Made: Record estimated or additional tax payments so you have a complete record of what has been paid.
With this tracker, you’ll have a clear and organized system for recording important financial information so tax preparation becomes much simpler.
You’ll receive a PDF download with a link to make a copy of the template in your own Google Drive, and a video walk-through to give you the details on how to use it.
