Spreadsheet toolkits for US freelancers
Stop guessing your quarterly taxes. Set aside the right amount.
Log 1099 income, track deductions, and see what you owe before each deadline. One-time price. Works in Excel and Google Sheets.
Instant download. No subscription.
Four deadlines a year. See each one coming.
The IRS expects estimated payments from self-employed people four times a year. The periods are uneven, which is why they sneak up. Every toolkit puts these dates in front of you.
-
Q1 · income earned
Jan 1 – Mar 31
Payment due
Apr 15
-
Q2 · income earned
Apr 1 – May 31
Payment due
Jun 15
-
Q3 · income earned
Jun 1 – Aug 31
Payment due
Sep 15
-
Q4 · income earned
Sep 1 – Dec 31
Payment due
Jan 15
Due dates move to the next business day when they land on a weekend or holiday. Confirm current dates with the IRS.
Inside the toolkit
Three sheets. One job: no April surprise.
Income log
Every 1099 payment, in one place
Enter payments as they arrive, tag them by client and quarter, and watch the running total update. No bank login, no connected accounts. Your numbers stay in your file.
- Tag by client and quarter
- Running total per quarter
- Works in Excel and Google Sheets
Deductions
Log expenses once, as you spend them
A simple deduction tracker with categories that match what self-employed people actually spend on: software, equipment, home office, travel. Sort by category when it is time to file.
- Category-based tracking
- Totals roll into your estimate
- Plain labels, no accounting jargon
Quarterly planner
Know what to set aside before the deadline
The planner turns your logged income and deductions into a set-aside figure for each quarter, next to the due date. You decide the number, with the math in front of you.
- Set-aside figure per quarter
- Due dates beside every figure
- Adjust assumptions any time
The usual way is a scramble. This is a ledger.
The old way
With QuarterKit
Old wayA shoebox of receipts and a panic in March
QuarterKitExpenses logged as you spend, sorted by category
Old wayA guess at what to send the IRS each quarter
QuarterKitA set-aside figure with the math visible
Old wayA monthly fee for software you use four times a year
QuarterKitOne-time price. The file is yours
Old wayDeadlines remembered after they pass
QuarterKitAll four due dates in the sheet
Try it first
Get a free quarterly estimate before you buy anything.
Start with the free calculator. Enter what you expect to earn and spend, and see a rough set-aside figure for the quarter. If it helps, the full toolkits go further. If not, you have lost nothing.
Estimates are rough by design. See the note on tax advice below.
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What you get, plainly.
No bundles of forty templates you will never open. A focused set of sheets, with clear labels and clear dates.
- Formats
- Excel and Google Sheets
- Delivery
- Instant download
- Pricing
- One-time price, no subscription
- Covers
- 1099 income, deductions, quarterly estimates, due dates
- Built for
- US freelancers, contractors and gig workers
- Your data
- Stays in your own file, no account to create
Questions freelancers ask
Is this tax advice?
No. QuarterKit provides spreadsheet tools and general information. It is not tax, legal or accounting advice. For decisions about your own situation, talk to a qualified tax professional.
Do I need Excel, or does Google Sheets work?
Both work. The toolkits are built for Excel and Google Sheets.
Is it a subscription?
No. It is a one-time purchase with an instant download. You keep the file.
Do I connect my bank account?
No. You enter your own income and expenses into the sheet, so your data stays in your file.
Who is it for?
US freelancers, 1099 contractors and gig workers who pay quarterly estimated taxes and do not use an accountant or bookkeeping software.
Know what to set aside. Every quarter.
QuarterKit provides spreadsheet tools and general information only. It is not tax, legal or accounting advice. Consult a qualified tax professional about your situation.