Taylor’s Toolkit
Bookkeeping Templates
Google Sheets bookkeeping templates for creators and freelancers, from a simple income and expense log to automatic dashboards with tax set-aside tracking.
All templates Bookkeeping Client trackers Free
✓ Instant download ✓ Works in free Google Sheets ✓ Free templates available ✓ Built for 1099 income
Taylor’s Toolkit templates are launching soon. Join the list below to get launch pricing and the free templates first.
Which bookkeeping template is right for you?
| Feature | Free Starter | Bookkeeping Plus | Pro Annual Plan |
|---|---|---|---|
| Income & expense logs | ✓ | ✓ | ✓ |
| Category dropdowns | Basic | Write-off ready | Write-off ready |
| Automatic dashboard & charts | — | ✓ | ✓ |
| Income by source (ads, sponsors, clients) | — | ✓ | ✓ |
| Tax set-aside tracker | — | ✓ | ✓ |
| Client & invoice tracker (CRM) | — | — | ✓ |
| Creator’s Tax Decoder | — | — | ✓ |
| Next tax year’s updates | — | — | ✓ |
Questions before you buy
How do I get my template?
Right after checkout you get a download link by email and in your account under My downloads. Open it and click Make a copy to save it to your Google Drive.
Do I need Excel?
No. Every template works in free Google Sheets. You can also download a copy to Excel, though some formulas may need adjusting.
Will this work for YouTube, sponsorship, and drone income?
Yes. The templates are built for creators, freelancers, and dronepreneurs with income from platforms, brands, and clients.
Is this tax advice?
No. The templates organize your records so tax time is easier. For advice on your situation, share the reports with a qualified tax professional.