Freelancer Finance Pack — Excel Invoice, Expense & Tax Tracker (US + India)

Stop guessing what you owe in taxes and who still owes you money. The Freelancer Finance Pack is a seven-sheet Excel workbook plus a quick-start PDF that gives freelancers and consultants a complete money system in fifteen minutes a month.Log invoices once and the tracker does the rest: status flips to Paid / Awaiting / Overdue automatically, overdue rows turn red, and a monthly Billed-vs-Collected summary shows exactly where cash is stuck. Expenses get thirteen freelancer-real categories (software, home office, subcontractors, payment fees) with a live category-by-month grid — no pivot tables to refresh.The tax sheets are where this pack earns its price. The US worksheet walks from projected profit through self-employment tax (15.3% with the wage-base cap), the QBI and standard deductions, an editable 2026 bracket table, a state estimate, and the safe-harbor rule — ending in one number: your quarterly payment. The India sheet compares Section 44ADA presumptive taxation against regular books under the new-regime slabs (with the 12-lakh rebate handled correctly), then lays out your advance-tax instalments and the GST registration threshold.A Profit Dashboard ties it together: monthly income vs expenses vs tax set-aside vs take-home, plus your effective hourly rate — the number that tells you when to raise prices. Every rate and threshold sits in an editable cell, sample data shows you how everything works, and the included PDF teaches a 15-minute monthly routine with a printable checklist.Works in Excel 2016+; imports cleanly into Google Sheets and LibreOffice.What's inside:- Freelancer-Finance-Pack.xlsx — 7 sheets: Instructions, Settings, Income Tracker, Expenses, Tax US, Tax India, Profit Dashboard- quickstart.pdf — The 15-Minute Monthly Money Routine (3 pages, printable checklist)Created with AI assistance; every formula and figure verified before release.Disclaimer: This is an educational planning template, not tax, legal or accounting advice. US figures reference tax year 2026 (single filer) and India figures the FY 2025-26 new regime; all rates and thresholds are editable because they change. Verify current figures at irs.gov / incometax.gov.in and confirm your numbers with a licensed CPA or Enrolled Agent (US) or a Chartered Accountant (India) before filing or paying estimated/advance tax.

Found on Devadex — the discovery index for independent software the big search engines bury. More from gumroad.

Report this listing