Free Freelance Income & Tax Tracker Spreadsheet
Record invoices, payments, expenses, and estimated tax set-asides.
What this is
Track invoices, expenses, and tax set-asides so quarterly taxes aren’t a panic event. Built for freelancers who invoice across multiple clients.
Best for
- Designers, developers, and consultants
- Side-income freelancers mixing W-2 and 1099
- Anyone sending a monthly export to an accountant
What’s included
- Income and expense rows in one ledger
- Tax set-aside and paid flags
- Category field for filtering
Preview
| Date | Client | Invoice # | Income | Expense | Category | Tax set-aside | Paid? |
|---|---|---|---|---|---|---|---|
| 2026-07-03 | North Co | 1042 | 1800 | 0 | Design | 450 | Yes |
| 2026-07-08 | 0 | 49 | Software | 0 | |||
| 2026-07-15 | Bright Lab | 1043 | 900 | 0 | Retainer | 225 | No |
How to use
- Log income when invoiced and mark Paid? when money lands.
- Set aside a fixed % in Tax set-aside (adjust for your locale).
- Export monthly for your accountant.
Tips
- Set aside tax the day payment clears, not at quarter end.
- Use categories your accountant already understands.
- Mark Paid? only when money is in the bank.
FAQ
What tax % should I use?
Depends on your country and situation — ask an accountant. Many freelancers start with a conservative placeholder and adjust.