Freelancer Income & Tax Tracker

Tax time shouldn’t feel like a surprise attack on your bank account.

Complete financial system for freelancers. Track every invoice (sent, paid, overdue), log deductible expenses by tax category, auto-calculate quarterly tax payments, break down revenue by client. US, UK, AU, CA support.

8 Professionally Designed Tabs

📋 How to Use — 6-step guide + tax deadlines for US, UK, AU, CA.
⚙️ Settings — Country, currency, tax rates (federal, self-employment, state), 15 expense categories.
📄 Invoices — Client, Amount, Dates, Status (Sent/Paid/Overdue/Cancelled), Payment Method.
💸 Expenses — 15 tax-aligned categories: Software, Home Office, Travel, Contractors, Insurance.
🧾 Quarterly Tax — Auto-calculated: Gross Income, Expenses, Net Taxable, SE Tax, Federal, State, Total, Take-Home.
👤 Client Summary — Revenue by client, invoice count, % of revenue.
📈 Annual Summary — Monthly P&L + expenses by 15 categories × 12 months.
🎯 Dashboard — 8 KPIs + 3 charts.

Key Features

• Quarterly tax auto-calculation — US, UK, AU, CA support.
• Invoice tracking — Sent/Paid/Overdue/Cancelled status.
• 15 tax-aligned expense categories — Maps to Schedule C.
• Client profitability — Revenue breakdown by client.
• Sample data — 3 months, 14 invoices, 41 expenses from “Sarah Chen, UX Design.”