Tax HQ — Books, Receipts, Returns
A calm place to handle books, receipts, and tax paperwork without losing track of anything.
About template
The Tax HQ — Books, Receipts, Returns Notion template gives you a steady base for all your tax records.
It keeps your income logs, receipts, and yearly filings in one simple structure so you don’t have to build anything yourself.
The setup is straightforward, which makes it easy for beginners. At the same time, it has flexible tags, filters, and linked views for anyone who wants deeper sorting.
Everything stays tidy and clear, even when you add many entries across the year.
This template is made by NimbleGot and is fully free to use.
What's Inside
Income Log
Track sources, dates, and taxable amounts
Receipt Library
Store receipts, add short notes, and tag categories
Tax Year Dashboard
View totals, deadlines, and documents
Return Archive
Save past filings and update progress
Expense Categories
Group spending for easier summaries
Quarterly Checklist
Keep routine tasks simple
Key Features
Track income and expenses with clean fields
Organize receipts with quick tags
Visualize totals by month or category
Automate reminders with date filters
Customize layouts with views you prefer
Share records with an accountant
