Know where you stand before tax time.
Connect your business income to your tax plan.
Connect your business income to your tax plan.
A change in business profit can affect more than one number. Bring the supported income, deduction, and retirement inputs together so you can explore their effect on your planning estimate.
Start with your current figures, review the dashboard, and update your assumptions as your business changes. This toolkit is intended for sole proprietors and contractors who want a broader planning view than a single deduction worksheet.
A good fit if: You want to revisit your self-employment tax plan throughout the year.
Start smaller if: You only need an introduction or a focused quarterly-planning tool.
Designed for desktop Excel. Download help: taxademicstoolkits.com/workbook-help.
Educational planning estimates; not tax preparation or individualized tax or legal advice.
Interior previews show the workbook layout and illustrative sample or default inputs. Your results depend on your entries.
Simplify your taxes with tools you can actually use.
Plain-English tax planning tools for small business owners, side-gig earners, and rental owners. Start with your numbers, see an estimate, and understand the questions worth asking before your next decision.
Start with the free 2026 Quickstart, or choose the toolkit that fits your next question. Built by Jenna Locke, CPA. Preparing tax returns since 2011.