The Tax-Season Pack
The bill is not the problem. The surprise is. Money that was always going to be owed still feels like a disaster when it arrives all at once, against a balance already spent.
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What’s inside
- One workbook, eight tabs: Start Here, Dashboard, Income, Expenses, Mileage, Set-Aside Log, Quarterly Summary, and Categories.
- Income and expenses in one place, each expense with its business share, tagged to categories you control.
- The running gap between what you chose to set aside and what you actually moved — so the bill accumulates in plain sight instead of arriving.
- A rule of thumb calculated from your own year: of every hundred that comes in, how much to move.
- A mileage log at an allowance you set, and the year in four quarterly blocks so nothing lands at once.
Who this is for
Setting a share aside as you earn turns the shock into a transfer you already made. The workbook’s one job is keeping that habit honest — the should-have against the actually-moved, updated every time money comes in.