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How to Use the Taxes Sheet in the Finance Planner for Creatives
The Taxes sheet in the Finance Planner for Creatives is your central hub for planning, saving, and tracking your estimated quarterly taxes—so you're never caught off guard come tax time.
🎯 What It Helps You Do
Estimate how much to save each month and quarter
Track how much you've actually set aside
Stay on target with your tax savings goals
Keep a clear record of what you owe, what you’ve saved, and what you’ve already paid
✏️ What to Edit
Only modify the bordered cells—these are specifically designed for user input to ensure the rest of the sheet calculates and functions correctly.
🧮 Set Your Estimated Tax Rates
Enter your estimated federal and state tax rates at the top of the sheet.
These rates determine how much of your taxable income you’ll need to set aside for estimated quarterly taxes.
Tip: It’s best to consult with a tax professional to determine the most accurate rates for your situation.
💰 Plan + Save Each Month
As you log taxable income and business expenses, the sheet will estimate how much you should save each month and quarter.
You can also input how much you’ve actually saved to stay on track throughout the year.
🧾 Document Your Tax Payments
Use the section at the bottom to record your actual federal and state tax dues and payments.
Keep a clean record of when and how much you’ve paid toward your quarterly or annual taxes and easily share it with your accountant.
✅ Staying proactive with this sheet helps reduce tax-time stress and gives you a real-time picture of where you stand—no surprises.
