Tax Preparation
A simple way to manage your tax prep without the chaos of scattered spreadsheets.
About template
The Tax Preparation Notion template helps you keep track of all your tax-related documents, expenses, and deadlines in one clean workspace.
It’s much easier than building your own system from scratch and keeps everything organized and searchable.
Beginners can get started in minutes, while power users can expand it with custom views and tags.
It’s completely free, built by 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
