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Astra Pro2027 Tax & Budget Organizer Spreadsheet
Set this up in January and filing season stops being a panic. One workbook holds your whole 2027 tax year: a document checklist so nothing is missing, an income log, a de
Set this up in January and filing season stops being a panic. One workbook holds your whole 2027 tax year: a document checklist so nothing is missing, an income log, a deductions tracker that totals each category automatically, quarterly estimate records, a mileage log that calculates your deduction per trip, a receipt log, and a full annual budget — ready to hand to your accountant or file from yourself.
8 sheets — Instructions; Tax Checklist (W-2s, 1099s, 1098s and more with a Received tracker and progress counter); Income Log with automatic year total; Deductions & Expenses with an automatic Category Summary (SUMIF totals); Quarterly Estimates with due dates; Mileage Log (miles x rate = deduction, editable rate cell); Receipt Log; Annual Budget 2027 with monthly rows, year totals and monthly averages. Clear example rows throughout — just type over them.
Format: Microsoft Excel workbook (.xlsx) with live formulas — works in Excel, Google Sheets and LibreOffice Calc. No macros. Instant download after purchase.
An organizer for recording and preparing your information — not tax advice. For filing decisions, consult a qualified tax professional.
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