Keep track of all of your annual freelance payments with an easy-to-use tracking tool that you can use in Google Sheets or Excel! Bonus: when it’s tax time, you have an easy P&L document to send to your CPA.
This spreadsheet is separated into tabs & categorized by quarters (outlined by the IRS). There is an additional tab to keep track of expenses and output a Profit & Loss report that is super easy to digest.
Keep track of each payment made by client, project, invoice #, status, date paid, amount invoiced, amount paid and any fees. At the bottom of each page, the total amount received, total fees paid and taxes that should be saved are all calculated for you.
Each quarter lists out when taxes are due so you’ll never forget to make an estimated payment again!
I use this spreadsheet myself and create a new copy each financial year so I can easily keep track of my payments and invoices that I’ve sent. The best part is it’s free!
* This is not intended to be used as financial advice; just a tool to keep track of payments & expenses
* I send & receive all payments through PayPal
Your files will be available to download once payment is confirmed. I don’t accept returns, exchanges, or cancellations. But please contact me if you have any problems with your order.