Small Business & Freelancer Tax Readiness Toolkit
One Excel workbook to track income, expenses, mileage, invoices, and quarterly taxes — built by a licensed accounting firm, not a template shop.
- Income & expense tracking
- Invoice tracker
- Mileage log
- Profit & loss, by month
- Quarterly estimated tax
- Deduction & document checklists
Every tab, ready to use
Fill in the yellow cells — everything else calculates automatically.
Dashboard
A live snapshot of income, expenses, and estimated profit — pulled automatically from every other tab.
Invoice tracker
See what's paid, sent, and overdue at a glance, with automatic totals for outstanding balances.
Mileage log
Log trips and get an automatic deduction based on the standard mileage rate you set.
Profit & loss
A month-by-month view of your business performance, built from your own income and expense entries.
Quarterly estimated tax
Know what to set aside before each due date, with federal and state estimates calculated for you.
Deduction checklist
Twenty-plus commonly missed write-offs for freelancers and small business owners, ready to review.
PUBLISHER
This toolkit is published and maintained by Romatop Accounting and Tax Services LLC — the same firm that prepares tax returns for freelancers and small business owners nationwide. It's built the way we'd want a client's books to look before they land on our desk.
Licensed for single-business use. Not tax, legal, or accounting advice — consult a professional for your specific situation. See the included License & Terms tab for full details.
Questions before you buy
What file format is this?
An .xlsx file that opens in Microsoft Excel or Google Sheets. No special software needed.
Is this a subscription?
No — it's a one-time purchase. The workbook is yours to reuse every tax year.
Can I use this for more than one business?
The license covers one individual or one business. If you manage books for multiple clients, please reach out about a multi-use license.
Is this tax advice?
No. It's an organizational tool. Tax rules vary by situation, so we recommend confirming specifics with a tax professional — including us, if you'd like.