Templates & Toolkits

Bookkeeping and Tax Set-Aside Tracker

Cleaning, Painting & Trades

Bookkeeping and Tax Set-Aside Tracker

$19

Log income, expenses and miles, then see monthly profit and a suggested amount to set aside for taxes.

Instant download · 1 ZIP file (0.33 MB) · PDF, XLSX

What’s inside

  • Income log with types and invoice numbers
  • Expense log with 18 deduction-style categories, payment method, and a receipt check
  • Business miles log and a mileage rate you enter
  • Profit dashboard: income, expenses, mileage amount, net profit, tax set-aside, and missing receipts
  • Profit by month with a chart, and expenses by category
  • Start Here tab and a PDF quick-start guide

General information only, not tax or legal advice. IRS rules change, so check current guidance or ask a tax professional.

The IRS mileage rate changes every year. Type in the current rate before you rely on the totals.

Licensed for one person or one organization. Please don’t resell, share or post the files.

Sales are final because files arrive instantly. If a file is broken or not as described, email us within 30 days and we will fix it or refund you. Shop terms.

Pairs well with 2027 Small Business Kickoff Bundle ($39), Self-Employed Tax Organizer ($14), and 1099 and Contractor Payment Tracker ($14).

Pairs well with

2027 Small Business Kickoff Bundle ($39), Self-Employed Tax Organizer ($14), and 1099 and Contractor Payment Tracker ($14).

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