{"product_id":"quarterly-estimated-tax-spreadsheet","title":"Quarterly Estimated Tax Spreadsheet","description":"\u003cp\u003eThis quarterly estimated tax spreadsheet helps you set tax aside as you earn it, instead of finding out what you owe in April. It is built for self employed people, and each quarter reads your own income and expenses, so a slow quarter sets aside less: four real figures, not four equal guesses.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eHow the quarterly tax set-aside works\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eThe Estimated Tax tab shows profit, set-aside, due date and a running total for every quarter\u003c\/li\u003e\n\u003cli\u003eOne rate on the Setup tab covers income tax plus self-employment tax or National Insurance\u003c\/li\u003e\n\u003cli\u003eInstallment dates are filled in, and you can overwrite them if yours differ\u003c\/li\u003e\n\u003cli\u003eThe dashboard shows six live figures and the four quarters side by side\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eOne ledger behind every figure\u003c\/h2\u003e\u003cp\u003eYou enter money in on one tab and money out on another, pick a tax rate for each line, and everything else reads those two. The monthly view, the quarterly view, the profit and loss statement, the sales tax worksheet and the dashboard all recalculate. Nothing is typed twice, and no number on a report can disagree with the ledger it came from.\u003c\/p\u003e\u003ch2\u003eTwelve connected tabs\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e 500 rows, with the tax split out on every line\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e 500 rows, split the same way\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup:\u003c\/strong\u003e your categories, your tax rates and your set-aside percentage\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly:\u003c\/strong\u003e twelve months of income, spending, profit and margin\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuarterly:\u003c\/strong\u003e the four quarters, with tax due and tax to set aside\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit and Loss:\u003c\/strong\u003e every category with its share and the margin\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Tax:\u003c\/strong\u003e collected against paid, by rate and by quarter\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustom Range:\u003c\/strong\u003e pick any two dates and everything follows\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eComparison:\u003c\/strong\u003e this year against last, month by month\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBalances:\u003c\/strong\u003e what each account took in and paid out\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEstimated Tax:\u003c\/strong\u003e profit, set-aside, due date and running total per quarter\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e six live figures and the four quarters\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here:\u003c\/strong\u003e walks you through setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat it does for you\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eSplits sales tax out of every line automatically\u003c\/li\u003e\n\u003cli\u003eNets tax collected against tax paid, quarter by quarter\u003c\/li\u003e\n\u003cli\u003eTurns real profit into a quarterly set-aside at your own rate\u003c\/li\u003e\n\u003cli\u003eRanks every category by its share of income and of spending\u003c\/li\u003e\n\u003cli\u003eCompares any two years month by month, as percentages\u003c\/li\u003e\n\u003cli\u003eCharts that redraw from your own numbers\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eIt also works as a tax planner and a full income tracker and expense tracker, with a profit and loss statement built in. The filled copy holds two full years of demo data, so the comparison view has something real to compare.\u003c\/p\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice. No Microsoft 365 subscription needed, and no Google account needed for the Excel files.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. You get real spreadsheet files, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo add-ins, no macros, no subscription and no bank connection\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eThe Excel workbook, filled with a worked example\u003c\/li\u003e\n\u003cli\u003eThe same workbook, blank and ready for your own numbers\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, with one-click links to the Google Sheets versions (filled and blank)\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready as soon as payment clears. The template is for use in your own business; please do not share or resell the files. Questions before or after you buy? Use our contact page and we will help.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eCan I use it in Excel and Google Sheets?\u003c\/h3\u003e\u003cp\u003eYes. The Excel workbook runs in Excel 2016 or later on Windows and Mac, and the instruction guide holds two one-click links to the Google Sheets versions.\u003c\/p\u003e\u003ch3\u003eHow does it work out each quarter's set-aside?\u003c\/h3\u003e\u003cp\u003eEach quarter reads the profit in your own income and expense registers and applies your rate, so a slow quarter sets aside less than a busy one.\u003c\/p\u003e\u003ch3\u003eCan it include self-employment tax or National Insurance?\u003c\/h3\u003e\u003cp\u003eYes. One rate on the Setup tab covers income tax plus self-employment tax or National Insurance, at the percentage you choose.\u003c\/p\u003e\u003ch3\u003eWhat if my payment dates are different?\u003c\/h3\u003e\u003cp\u003eThe installment dates can be overwritten if yours differ.\u003c\/p\u003e\u003ch3\u003eDoes it calculate my tax bill for me?\u003c\/h3\u003e\u003cp\u003eNo. It sets money aside at the rate you enter and records what you enter. It is a bookkeeping tool, not tax or accounting advice.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597861683294,"sku":"OPX-025","price":27.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/quarterly-estimated-tax-spreadsheet-01.jpg?v=1790832065","url":"https:\/\/opxviashop.com\/products\/quarterly-estimated-tax-spreadsheet","provider":"OPXVIA","version":"1.0","type":"link"}