1099 Quarterly Tax Planner Bundle, Self Employed Tax Tracker, Estimated Tax Spreadsheet, HTML App, Excel, Google Sheets, Fillable PDFs

Description

📊 1099 QUARTERLY TAX PLANNER — Complete Bundle for Self-Employed & Freelancers

Never scramble at tax time again. This all-in-one bundle helps freelancers, independent contractors and 1099 workers track income, expenses, mileage and estimated tax payments — and know exactly what to set aside for taxes, every quarter.

Choose your favorite way to work: a fully automated HTML app, an Excel / Google Sheets workbook, or a fillable & printable PDF planner — all three are included, so you can switch anytime.
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📦 WHAT'S INCLUDED

💻 1 Interactive HTML App — opens in any browser, works 100% offline, saves automatically on your own device
📗 2 Excel Workbooks — one blank, one pre-filled with demo data
📊 2 Google Sheets–compatible Workbooks — same as above, ready to upload to Google Drive
🖨️ 4 PDF Planners — Fillable & Printable, in both US Letter and A4
📘 1 PDF User Guide — full walkthrough of the HTML app
📄 README with setup instructions
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✨ KEY FEATURES

✅ Income, Expense, Mileage & Payment Trackers — log every transaction with dates, categories and automatic calculations
✅ Executive Dashboard — 14 KPI cards + 10 charts (income vs. deductions, profit trend, tax composition, top deduction categories, and more)
✅ Estimated Tax Period Breakdown — built around the IRS's actual Q1–Q4 estimated-tax windows, not ordinary calendar quarters
✅ Self-Employment Tax Estimator — SE Tax, Federal and State estimates from fully editable rate assumptions
✅ Tax Set-Aside & Tax Savings Tracking — see your target vs. what you've actually saved vs. what you've actually paid
✅ Safe Harbor Planner — check your estimated payments against a common safe-harbor rule
✅ Annual Tax Projection — annualizes your year-to-date pace to estimate where you'll land
✅ Tax Calendar — plan and track deadlines with automatic Overdue / Due Soon / Paid status
✅ Customizable Dropdown Lists (HTML app) — add your own expense categories, income types and more
✅ CSV & JSON Export — take your data to Excel or Google Sheets, or keep a full backup
✅ Editable for Any Year — not locked to a single tax year
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🔒 YOUR DATA STAYS YOURS

The HTML app runs entirely in your browser — nothing is ever uploaded to the internet. It automatically saves backup snapshots on your device, and you can export a full JSON backup anytime.
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📲 INSTANT DOWNLOAD

This is a digital product — no physical item will be shipped. After purchase, download your files immediately (also available anytime under "Purchases" in your Etsy account).

Works on Windows, Mac, iPad and Chromebook. No software installation, subscription or account required for the HTML app.
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⚠️ PLEASE NOTE

This is a planning and recordkeeping tool — not tax preparation software, and not legal, tax or financial advice. Tax rules, rates, thresholds, mileage rates and deadlines change often. Please verify current official guidance and consult a qualified tax professional for your specific situation before filing or making payments.
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💬 QUESTIONS?

Message me anytime through Etsy — happy to help you get set up! 🙂