Bookkeeping & Taxes
Goodwill Donation Value Log Template
Track Goodwill donations, estimated fair market values, receipts, appraisal status, and deductible amounts with this Excel template.
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Personal Finance
Charitable Donation Receipt Tracker Excel
Track charitable gifts, receipts, deadlines, donor details, and deductible amounts with this practical charitable donation Excel template.
Bookkeeping & Taxes
Itemized vs. Standard Deduction Excel Template
Compare itemized and standard deductions with an Excel template for tracking expenses, documentation, category totals, and tax planning.
Bookkeeping & Taxes
USA Social Media Posting Schedule Excel
Estimate potential EITC with an Excel spreadsheet for income, filing status, qualifying children, phase-in, phase-out, and eligibility.
Bookkeeping & Taxes
Child Tax Credit Excel – Free Template (2026)
Check each child’s 2026 CTC requirements with an Excel worksheet, eligibility indicators, credit totals, and a dashboard for tax preparation.
Personal Finance
Dependent Care FSA Excel – Free Template (2026)
Track dependent care FSA expenses, provider details, claims, reimbursements, and plan-year totals in Excel for 2026.
Payroll & HR
FICA Social Security Medicare Excel – Free Template (2026)
Track 2026 employee and employer Social Security, Medicare, wage-base limits, and Additional Medicare Tax using editable payroll assumptions.
Payroll & HR
W-4 Estimator Excel – Free Template (2026)
Estimate 2026 federal paycheck withholding for employees using salary, filing status, credits, deductions, pay frequency, and extra withholding.
Bookkeeping & Taxes
W-2 Wage Excel – Free Template (2026)
Track employee W-2 wages, federal and state withholding, Social Security, Medicare, EINs, and payroll checks in one Excel summary.
Bookkeeping & Taxes
1099-K Payment Processor Excel – Free Template (2026)
Reconcile 1099-K Box 1a amounts with book revenue across processors using summary, monthly detail, dashboard, and instructions tabs.
Small Business
Mileage Reimbursement Excel – Free Template (2026)
Track employee trips, business miles, rates, approvals, receipts, parking, tolls, and reimbursement totals in three connected Excel tabs.
Bookkeeping & Taxes
Actual Vehicle Expense Excel – Free Template (2026)
Track fuel, insurance, repairs, registration, business use, and deductible vehicle costs for Schedule C using four organized Excel tabs.
Bookkeeping & Taxes
Section 179 Excel – Free Template (2026)
Track equipment costs, business use, Section 179, bonus depreciation, MACRS, and year-one deductions for 2026 tax planning.
Bookkeeping & Taxes
Home Office Deduction Excel – Free Template (2026)
Calculate business-use square footage and compare home office deduction methods for a 2026 Schedule C return with four organized Excel tabs.
Small Business
EIN Business Document Tracker Excel – Free Template (2026)
Track EIN letters, licenses, permits, filings, expiration dates, responsible staff, and storage locations across multiple business entities.
Bookkeeping & Taxes
Sales Tax by State Excel – Free Template (2026)
Track taxable sales, state codes, combined tax rates, tax collected, and payment status across states with a 2026 Excel workbook.
Personal Finance
FAFSA EFC Excel – Free Template (2026)
Estimate college aid data for 2026-2027 with Student Data, EFC Calculation, Dashboard, and Instructions tabs for planning FAFSA costs.
Personal Finance
529 Plan Tracker Excel – Free Template (2026)
Track 529 account balances, contributions, college projections, goals, and surplus or shortfall for each beneficiary in one Excel workbook.
Personal Finance
Solo 401(k) Excel – Free Template (2026)
Track 2026 Solo 401(k) employee and employer contributions by date, tax year, amount, payment method, and month.
Personal Finance
SEP IRA Contribution Worksheet Excel – Free Template (2026)
Calculate 2026 SEP IRA contributions with employee eligibility, compensation caps, IRS limits, final contributions, and a summary dashboard.
Personal Finance
Backdoor Roth Excel – Free Template (2026)
Track nondeductible IRA contributions, Roth conversions, pro-rata calculations, Form 8606 basis, taxable amounts, and filing status in Excel.
Personal Finance
401(k) Contribution Excel – Free Template (2026)
Track 401(k) paycheck deferrals, employer match, taxes, and year-to-date totals for employees and payroll use.
Personal Finance
RMD Excel – Free Template (2026)
Track traditional IRA RMDs by year, divisor, withdrawals, and shortfalls with dashboard and tracker tabs.
Personal Finance
Roth IRA Contribution Excel – Free Template (2026)
Track Roth IRA contributions, limits, MAGI, excess amounts, and withdrawal needs for 2026 in Excel.
Personal Finance
FSA Medical Expense Log Excel – Free Template (2026)
Track FSA-eligible medical receipts, amounts paid, reimbursements, and receipt status in one Excel log and dashboard.
Personal Finance
HSA Contribution Excel – Free Template (2026)
Track HSA contributions, qualified expenses, reimbursements, and IRS limits with summary tabs and transaction logs.
Projects & Planning
VRBO Booking Calendar Excel – Free Template (2026)
Track VRBO reservations, rates, fees, deposits, and occupancy with a Bookings log, Calendar, Summary, and Instructions tabs.
Small Business
Cleaning Fee Log Excel – Free Template (2026)
Track short-term rental cleaning fees, cleaner pay, supplies, profit, and payment status in one spreadsheet.
Bookkeeping & Taxes
Airbnb Host Income Excel – Free Template (2026)
Track Airbnb income, cleaning, fees, mileage, and repairs with monthly totals and charts for host bookkeeping.
Bookkeeping & Taxes
Poshmark Sales Excel – Free Template (2026)
Track Poshmark orders, fees, shipping costs, profit, and payout totals in one Excel sheet for resellers.
Bookkeeping & Taxes
eBay Reseller COGS Excel – Free Template (2026)
Track purchase cost, fees, shipping, profit, and margin for eBay flips with a log, summary, reference list, and instructions.
Inventory & Sales
Amazon FBA Inventory Cost Excel – Free Template (2026)
Track Amazon FBA landed cost, fees, revenue, profit, margin, and reorder flags for each SKU.
Bookkeeping & Taxes
Etsy Shop Seller Profit Tracker Excel – Free Template (2026)
Track Etsy orders, fees, COGS, shipping, sales tax, and profit in one Excel workbook for shop owners and resellers.
Bookkeeping & Taxes
Uber Driver Earnings Excel – Free Template (2026)
Track Uber trips, mileage, fares, tips, bonuses, tolls, parking, fuel, and profit by trip in Excel.
Small Business
Doordash Mileage Log Excel – Free Template (2026)
Track DoorDash delivery miles, earnings, tips, deductible miles, and mileage deduction in one Excel sheet.
Bookkeeping & Taxes
Gig Worker Income and Expense Excel – Free Template (2026)
Track gig income, mileage, fees, and deductible expenses with a 4-tab Excel template for drivers, couriers, and contractors.
Bookkeeping & Taxes
Freelance Invoice Tracker Excel – Free Template (2026)
Track freelance design invoices, client details, due dates, hours, rates, tax, and payment status in Excel.
Bookkeeping & Taxes
Quarterly Tax Savings Excel – Free Template (2026)
Track quarterly estimated tax savings, income, expenses, liability, and quarter buckets for self-employed filers in 2026.
Bookkeeping & Taxes
Schedule E Rental Income Excel – Free Template (2026)
Track rental income, expenses, and Schedule E totals for U.S. rental property reporting in Excel.
Bookkeeping & Taxes
W9 Contractor Information Tracker Excel – Free Template (2026)
Track contractor names, W-9 status, 1099 eligibility, tax year, and address details for year-end reporting.
Bookkeeping & Taxes
GSA Per Diem Excel – Free Template (2026)
Track GSA per diem meals, lodging, mileage, and totals by trip with an expense report for employees and travelers.
Small Business
IRS Standard Mileage Log Excel – Free Template (2026)
Mileage log with trip date, driver, vehicle, route, purpose, odometer, miles, round-trip flag, IRS rate, and total.
Bookkeeping & Taxes
Schedule SE Excel – Free Template (2026)
Worksheet for Schedule SE self-employment tax, with instructions and a summary dashboard for 2026 estimates.
Bookkeeping & Taxes
1040-ES Payment Log Excel – Free Template (2026)
Track 2026 estimated tax payments, due dates, totals, and notes with a simple 1040-ES workbook for self-employed filers.
Bookkeeping & Taxes
1099-NEC Income Tracker Excel – Free Template (2026)
Track client payments, expenses, net income, quarters, and 1099-NEC status for contractor income in 2026.
Bookkeeping & Taxes
Schedule C Expense Tracker Excel – Free Template (2026)
Track deductible business expenses, receipt status, and Schedule C categories for 2026 in one Excel log with a summary dashboard.