Income & Expense Tracking
Keep freelance income and business expenses organized in one workbook.
Premier Edition
Tax Year 2026
A complete toolkit for US freelancers and independent contractors.
Organize income, expenses, documents and key dates in one place.
Get Instant Access, $49
One-time payment. No subscription. Digital product.
Limited launch offer
Regular price $199 USD$49 USD
Introductory pricing for the first 500 customers. One-time payment; no subscription.
Only 33 launch-price spots left at $49 (regular price: $199)
467 of 500 launch spots claimed. Get the suite for $49 before the offer ends.
Spot count is manually updated by the seller.
Product cover shown for illustration.
- Instant Download
- Works on Windows, Mac and Mobile
- Secure Payment
- Built for Freelancers
The problem
Tax time shouldn’t start with a search for receipts.
Receipts end up in email, photos and glove boxes. A 1099 you expected never arrives. You aren’t sure which dates matter, so you guess. Then January comes and you spend a weekend piecing the year together. It’s common, and it’s avoidable with one organized place to keep everything.
The solution
One toolkit. One organized year.
Everything is laid out so you can start on day one, even if you’ve never kept formal books.
Stay Organized
Income, expenses and documents sit in one workbook instead of ten places.
Save Time
Ready-made checklists, templates and email scripts mean less starting from scratch.
Reduce Tax Stress
Know which dates are coming and what records you’ll want to have on hand.
Built for Freelancers
Written in plain English for 1099 workers, creators and side-hustlers.
What’s included
Eight tools, one download.
01
22-Tab Excel Workbook
Track income, expenses and more.
02
Demo Workbook
Pre-filled with fictional data so you can see how it works.
03
Plain-English 1099 Guide
Easy-to-follow explanations.
04
Checklists & Templates
Ready-to-use resources.
05
Email Scripts
8 professional templates.
06
CPA Handoff Worksheet
Share clean records with your CPA easily.
07
AI Prompts
25 prompts to save time.
08
Tax Deadline Calendar
A 2026–2027 calendar file; verify dates against official sources.
How it works
Three steps.
Download
Follow the post-purchase delivery instructions to access your files. Open the demo workbook first for a guided example.
Add your income and expenses
Fill in the workbook as the year goes. A few minutes a week is enough.
Hand clean records to your CPA
Use the handoff worksheet to share organized numbers and documents.
Designed for everyday organization
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Tools for a more organized tax season.
Explore practical ways the Suite can help you keep records and prepare for conversations with your tax professional.
Clear, Practical Guidance
Use plain-English guides and checklists to organize records throughout the tax year.
Tax Document Preparation
Gather relevant records before meeting with your tax professional.
Ready-to-Use Templates
Use included email scripts and prompts to help with routine organization tasks.
Deadline Organization
Use the calendar as a planning aid and verify important dates with official sources.
Preview
A look inside.
Preview with sample data. All names and numbers are fictional.
Start Here Guide
Quick-start instructions for organizing the suite.
1099 Reality Guide
Plain-English educational guidance for Tax Year 2026.
Playbook & Templates
Checklists, email scripts and practical workflows.
Legal & Policies
Important product terms and usage information.
Income & Expense Tracker
| Date | Item | Amount |
|---|---|---|
| Mar 03 | Client invoice | $1,800 |
| Mar 05 | Software | -$29 |
| Mar 11 | Client invoice | $950 |
| Mar 14 | Internet | -$60 |
Sample data
Quick Links
- Income Log
- Expense Log
- Mileage Tracker
- Quarterly Estimates
- 1099 Forms Checklist
Preview with sample data
Deadline Calendar
Jan 15Sample entry
Jan 31Sample entry
Apr 15Sample entry
Jun 15Sample entry
Sep 15Sample entry
Illustrative layout only; verify every deadline against official sources.
Is it right for you?
Who it’s for, and who it’s not.
It’s for you if you
- Earn 1099 income as a freelancer, creator or contractor
- Want one organized place for income, expenses and documents
- Prefer plain explanations over tax jargon
- Hand your records to a CPA or tax preparer
It’s not for you if you
- Want software that prepares or files your return
- Expect tax advice or a custom tax strategy
- Want a replacement for a CPA
- Need payroll or full business accounting
This is a recordkeeping toolkit, not tax filing software.
Pricing
One price. No subscription.
Premier Edition
$199$49
Regular / original price: $199 USDLimited launch price
Limited offer: $49 USD instead of $199 USD — save $150. One-time payment. No recurring subscription.
Only 33 of the first 500 launch-price spots remain
467 customers have claimed the launch offer. The $49 price is available for the remaining 33 spots.
Seller updates this count manually. Original price: $199.
- 22-Tab Excel Workbook
- Demo Workbook with fictional data
- Plain-English 1099 Guide
- Checklists & Templates
- Email Scripts, 8 templates
- CPA Handoff Worksheet
- AI Prompts, 25 prompts
- Tax Deadline Calendar for 2026–2027
Checkout is handled by PayPal. Review the delivery instructions shown after purchase.
Digital download. No physical item is shipped. Requires Microsoft Excel (Windows, Mac or mobile) or a compatible spreadsheet app.
Before launch, add a working customer-support email. Refund policy
For educational and organizational purposes only. Not tax, legal or accounting advice. Consult a qualified tax professional for guidance specific to your situation.
FAQ
Common questions.
Is this tax advice?
No. It’s an organizational toolkit and educational guide. It doesn’t give tax, legal or accounting advice. Talk to a qualified tax professional about your situation.
Does it work in Excel and Google Sheets?
The workbook is built in Excel for Windows, Mac and mobile. You can upload it to Google Sheets, but some formatting and formulas may behave differently.
Is it beginner-friendly?
Yes. The guide uses plain English and the demo workbook shows each tab filled in with fictional data.
How do I receive it?
This is a digital product; no physical item is shipped. Follow the delivery instructions provided after purchase. Before launch, make sure your checkout and file-delivery process are configured and tested.
Is the data in the demo real?
No. Every name, figure and entry in the demo workbook and on this page is fictional and is there for illustration only.
Can I use it for tax years after 2026?
This edition is made for tax year 2026. You can reuse the layout in later years, but dates and form details change, so check them against official sources.
Refund policy
Clear terms, before you buy.
- This is a digital product delivered instantly. Because files can’t be returned, purchases are final once the files are downloaded.
- If you were charged but didn’t receive your files, a file is damaged or won’t open, or you were charged twice, contact us within 7 days of purchase and we’ll fix it or refund you.
- Contact the seller using the customer-support email displayed on the live product page, and include your PayPal transaction ID and a short description of the problem.
- Please read the product details and preview on this page before you buy.
Start the year organized.
Download the toolkit, open the demo, and have your records ready when your CPA asks.
Get Instant Access, $49One-time payment. No subscription. Digital product.