Two free files. A one-person monthly P&L, and a quarterly worksheet to plan estimated-tax set-asides from those profits.
Who it’s for
Freelancers and solo operators who already track monthly profit and need a quarterly parking plan — not a bookkeeping suite, and not a filing tool.
Two free files
Monthly P&L lite
Free · solopreneur-pl-lite.xlsx
Enter revenue and expenses. Read profit and the amount to park for tax. One set-aside % on Setup.
Quarterly tax set-aside
Free · quarterly-tax-setaside.xlsx
Type three monthly profits (or a quarter total). Read suggested set-aside, YTD, and an optional 100%/110% rule-of-thumb compare.
Monthly — 60 seconds
Download the lite workbook (Excel or Google Sheets).
Enter this month’s revenue and expenses. Blank cells count as zero.
Read Tax / set-aside and profit after set-aside. Change the % on Setup anytime.
Quarterly — 60 seconds
Download the quarterly workbook.
Copy each quarter’s three monthly profits from the lite file, or type a quarter total.
Read suggested set-aside and cumulative YTD.
Free catalog and Pro
Free
Both files
Monthly P&L lite and the quarterly set-aside worksheet. Example year included so the math is visible on first open.