Small-Business Year-End Tax Organizer (Excel, 7 Sheets)

Year-end taxes, organised at last - income, expenses, documents and totals in one workbook, ready for your tax professional.

Who it is for: Small-business owners in the USA gathering a year of records at year-end, who want one workbook to hand to their tax professional instead of a folder of loose papers.

What you get: An Excel workbook with 7 sheets - Cover & How to Use, Income Summary, Expense Categories, Deduction Checklist, Document Checklist, Quarterly Summary, and Year-End Totals - with built-in SUM formulas and clearly labelled example rows you replace with your own entries. This is year-end organisation only, unlike the Freelancer Finance & Client Bundle, which covers invoicing, clients and ongoing profit and loss.

How it works:
1. Download the file instantly after purchase.
2. Open it on your device or print the pages you need.
3. Fill it in as you go and reuse it whenever you need it.

Delivery: This is a one-time purchase for a digital download only. There is no subscription, no recurring charge, and no physical product shipped - you receive the file immediately after purchase.

Tracking and organisation tool only, not tax or legal advice. Check the rules for your situation with a qualified tax professional.