gridmoo

Freelancer · Excel workbook · 11 sheets

Quarterly Tax Estimator

Replaces Keeper / Bonsai Tax ~$20/mo save ~$240/yr 10-yr: keep ~$2,389

SE tax (15.3% × 0.9235), federal effective rate, state tax, and IRS safe-harbor floor (110% prior year) per quarter. Built-in deductions log with category + business %. Designed for solo 1099/SE filers — not a tax-prep replacement, the quarterly estimate workhorse. Now includes Industry Playbook, Print Reports.

For Solo freelancers and one-person businesses who need a back-office without renting one. Designed for deliberate weekly/monthly review, not phone-tap logging.
Not for Salaried W-2 employees, agencies with multiple seats, or anyone who needs real-time client portals and team permissions.

Preview · Quarterly Estimate

11 sheets · .xlsx
Quarterly Tax Estimator.xlsx · Quarterly Estimate
YTD Est. Tax $14.2k
Effective Rate 24.8%
YTD Deductions $15.3k
Quarter Gross Income Deductions Net SE Income SE Tax Fed Income Tax State Tax Total Est. Tax Safe Harbor Min Quarterly Due Paid Date Status
Q1 2026 $18,500 $3,200 2200.0 2026-04-15 Paid
Q2 2026 $22,400 $4,100 2200.0 2026-06-15 Paid
Q3 2026 $19,800 $3,600 2200.0 Due 09-15
Q4 2026 $24,500 $4,400 2200.0 Due 01-15
START HERE Quarterly Estimate Deductions Log Tax Dashboard Print Reports Data Import +5 more

Inside the file

11 sheets · .xlsx
  • START HERE
  • Quarterly Estimate
  • Deductions Log
  • Tax Dashboard
  • Print Reports
  • Data Import
  • Companion Tools
  • Assumptions
+ 3 analytical & operator sheets
  • Lookup Tables
  • Industry Playbook
  • Settings & Targets

How it works

~15 min to set up
  1. 01

    Open the .xlsx in Excel, Google Sheets, or Apple Numbers

    Sample data is pre-loaded so every dashboard works the moment you open it. Look around. Click cells. See the formulas.

  2. 02

    Replace the sample data with your numbers

    Paste a CSV from Keeper / Bonsai Tax, type directly into the input sheets, or import month by month. The workbook recomputes automatically.

  3. 03

    Read the dashboards

    11 sheets across KPI dashboards, forecasts, and traffic-light alerts. They update as you log. No buttons to press.

Frequently Asked Questions

Can I edit the formulas?

Yes — input cells, targets, and assumptions are editable. Logic sheets stay protected so the workflow remains stable while you customise the system.

Does it work in Google Sheets?

Best in Excel. You can open the .xlsx file in Google Sheets or Apple Numbers, but review formulas, formatting, and recalculation after import.

Is this a one-time purchase?

Yes — pay once and own it forever. No subscriptions, no monthly fees, no accounts required.

What if the template is not right for me?

We offer a 7-day review window. Contact support and we will sort it out.

one .xlsx file. pay once. yours to keep, edit, and run on Excel, Google Sheets, or Numbers — no vendor can revoke access.

Need help?