Tax Preparation
A free Notion template to organize tax documents, expenses, and deadlines in one clear dashboard.
About template
The Tax Preparation template helps you track income, expenses, and documents all inside Notion.
It saves you from messy spreadsheets and endless paper piles.
Everything’s structured and tagged, so you can find what you need fast.
It’s simple for first-timers, but flexible enough to adapt for business owners or freelancers.
And it’s 100% free from NimbleGot.
What's Inside
📊 Expense Log
Track deductible expenses and categorize them by type or project
💰Income Tracker
Record all incoming payments and link them to clients or jobs
📈 Document Hub
Store receipts, invoices, and tax forms securely in one page
Key Features
Track income, expenses, and receipts with simple tables
Organize documents by year or category
Visualize your financial overview with quick summaries
Automate recurring reminders for filing dates
Customize layouts to fit personal or business use
