Description
Track it. Organize it. Tell your Tax Pro!
The Dumbing It Down Schedule C Business Organizer is a free, easy-to-use Excel workbook created for Tax Pros and small-business clients.
The formulas and linked calculations are already in place—just enter the information and let the workbook do the organizing! 🙌🏽
What’s included:
- 👤 Client and business information
- 💰 Business income log
- 🧾 Business expense log
- 🚗 Business mileage log
- 💻 Asset and large-purchase tracker
- ✅ Tax Pro review and reconciliation checklist
- 📊 Schedule C income and expense summary
- 🔗 Built-in formulas and linked totals
Enter the client’s information once, and it automatically carries over to the appropriate tabs. Income, categorized expenses, and business mileage are totaled and transferred to the Schedule C summary.
No complicated setup. No building formulas. Just open the workbook and start entering the information! 💚
Created by a Tax Pro for Tax Pros and their clients.
This organizer is a recordkeeping tool and does not replace professional tax advice, source documents, required due diligence, or tax preparation software.
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