Templates & Toolkits

Self-Employed Tax Organizer

Small Shop Bookkeeping

Self-Employed Tax Organizer

$14

A 2026 tax year organizer and worksheet for a self-employed person. Log income, expenses and mileage, then estimate quarterly tax.

Instant download · 1 ZIP file (0.38 MB) · PDF, XLSX

What’s inside

  • Fillable 2026 document checklist, income log, expense log, mileage log, home office notes, and a quarterly payment log
  • Spreadsheet: income, expenses, and mileage totaled for the tax year
  • Estimated tax worksheet using the common 15.3 percent SE rate, the 92.35 percent factor, and the 2026 Social Security wage base of $184,500, all editable
  • A rough federal income tax line that uses a rate you type, plus quarterly payments compared with the estimate
  • Dashboard: net profit, SE tax, estimated federal tax, amount paid, and amount still to pay

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 Bookkeeping and Tax Set-Aside Tracker ($19), 1099 and Contractor Payment Tracker ($14), and 2027 Small Business Planner ($12).

Pairs well with

Bookkeeping and Tax Set-Aside Tracker ($19), 1099 and Contractor Payment Tracker ($14), and 2027 Small Business Planner ($12).

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