Track multiple clients and platforms. See which clients are actually profitable. Estimate quarterly taxes as income comes in. Reconcile 1099s at year end.
Unlike FreshBooks or Keeper Tax — no monthly fee. $29, once.
Download Now — $29
Freelancing means juggling multiple clients, unpredictable income, and quarterly tax deadlines. This spreadsheet organizes all of it in one place so you know your actual numbers, not your guess.
Revenue and time per client. See which clients are profitable and which ones are draining you.
Recalculates as income arrives. Shows your estimated payment for each quarter with safe harbor rules built in.
Track income from Upwork, Fiverr, direct clients, Stripe, PayPal, or any other source. Consolidated view.
Track business miles by date and purpose. Auto-calculates your IRS standard mileage deduction — one of the most commonly missed write-offs for freelancers.
Categorized by Schedule C line items. Software, equipment, home office, travel, meals, professional development.
Total revenue, total expenses, net income, effective tax rate, and cash set aside for taxes. One-glance overview.
One .xlsx file with 11 tabs. Open in Excel, Google Sheets, or Numbers.
As you log income throughout the year, the estimator calculates your projected annual income, applies self-employment tax (15.3% on 92.35% of net earnings) and your marginal income tax rate, divides by four, and shows what you should be paying each quarter. It includes safe harbor rules: if you pay at least 100% of last year's tax liability (110% if AGI > $150K), you avoid the underpayment penalty even if your actual tax is higher.
The Small Business Dashboard is for businesses with regular monthly revenue from operations (e.g., an e-commerce store, a consulting firm). The Freelancer Command Center is for people juggling multiple clients with irregular payment timing who need client-level profitability and 1099 reconciliation. If you have one business with steady revenue, get the Dashboard. If you have multiple clients paying you at random intervals, get the Command Center. Or get both in the Small Biz Starter Kit bundle for $39.
Yes. The expense tracker has a client field. The Client P&L tab pulls client-specific expenses to show true profitability per client, not just revenue. This is how you discover that your biggest client by revenue is actually your least profitable per hour.
If the spreadsheet doesn't work for your use case, email orders@shopfolio.store. I'll fix the issue or refund you in full — no forms, no questions asked.
The Freelancer Command Center covers client tracking and tax prep. See what else Shopfolio offers:
Learn more: Schedule C Spreadsheet Guide · How to Analyze a Rental Deal
$29. One-time purchase. Client P&L + tax prep. Yours forever.
Download Now — $29If the spreadsheet doesn't work for your situation, email me. I fix it or refund it. No forms, no hoops.