Quarterly Tax Estimator Template — Freelancer Tax Spreadsheet

Stop getting blindsided by quarterly taxes

Self-employment means the IRS wants money four times a year, and guessing the number is how you end up with a penalty. This spreadsheet does the estimate for you so you set aside the right amount every quarter.

I built this because "set aside roughly a third" is how freelancers end up short in April. Roughly isn't a number. This sheet gives you the actual figure for each quarter so the IRS is never a surprise. Enter your income and expenses as they happen and the estimate updates itself — by each due date you already know exactly what to send, and you've been quietly setting that money aside all along.

What's inside

• Income and expense entry that feeds your estimated tax automatically
• Federal and self-employment tax calculation with adjustable rates
• Quarterly due-date tracker so you never miss a payment
• Set-aside percentage so every deposit puts tax money away
• Year-to-date summary you can hand to your accountant

Who it's for

Freelancers, 1099 contractors, and side-hustlers who need to know what to pay the IRS before the deadline sneaks up.

Who it's NOT for

W-2 employees with taxes withheld automatically, or anyone wanting filed-for-you tax software.

Delivery

Instant download. Works in Excel and Google Sheets. Lifetime updates included.

Guarantee

14-day refund — request within 14 days before downloading the files. Email Craig directly. Real human, real reply, no hoops. Full policy: Refund Policy

— Craig Roberts, founder, Instant File Co

FAQ

What format is this and what apps does it work with?
Excel and Google Sheets. Enter income and expenses; it calculates your federal and self-employment estimate and tells you what to set aside each quarter.

How do I get it after I buy?
Instant download by email and on-screen link at checkout.

Refund?
14-day refund before download. Email Craig directly.