$12 · Notion template · instant-download ZIP by email
Freelancer Tax Set-Aside + Quarterly Estimate Tracker for Notion
Stop getting surprised in January and April. Log every client payment, move your chosen set-aside % to tax savings, and see per quarter what you planned versus what you paid before each US estimated-tax due date. The next one is January 15.
Income: client, date, amount, your set-aside %, set-aside $ formula, moved yet?
SetAside Transfers: each move to tax savings, by quarter
Quarters: Q1 2026 to Q3 2027 federal due dates, planned estimate, paid amount, savings gap, days to due, status flag
START_HERE with every formula, rollup and view
Reminder_Emails.md: 21-day, 7-day, paid, and monthly sweep reminders
Deductions_Checklist.md: categories to keep receipts for
Who it's for
US freelancers and 1099 contractors who get paid irregularly and want a simple habit: every payment, move a slice, never scramble before a due date. You pick the percentage; confirm numbers with a tax professional or IRS Form 1040-ES.