Excel workbook
Solopreneur Multi-State Payroll & Tax Calendar Model: Deadlines, Gross-to-Net and Cash Needs in Excel
One workbook for the dates you cannot miss, the payroll math behind them and the cash they will take, for a small employer or a solo owner with a few people.
$39 one time · 14-day full refund · example and blank copies · download link by email
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Browse the storeWho it is for
Small employers, solo owners with a few employees or contractors, and bookkeepers who keep the compliance calendar.
Not the right fit if
You already use payroll software that does this, or you want payroll run and filed for you.
Why it is different
- Due dates roll past weekends and holidays using a list you control.
- State rates and wage bases are your inputs, never guesses.
- A filled example and a blank copy with working formulas.
What is inside
- Setup. Federal rates and wage bases (with sources), your states, and a holiday list.
- Employees. Gross-to-net per person and the employer cost: Social Security, Medicare, FUTA, state withholding and unemployment.
- Calendar. Estimated tax, deposits, Forms 941 and 940, W-2 and 1099-NEC dates, rolled to the next business day, with status.
- Cash Flow. Month-by-month cash after payroll, deposits and estimated payments, with a short-cash flag.
A look inside
Example data, real formulas
Get it
Solopreneur Multi-State Payroll & Tax Calendar Model
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Delivered as a zip with a filled example and a blank copy. Built for Excel, tested in LibreOffice; it should open in Google Sheets but not every feature is tested there. For one business, your own use. General information, not accounting, tax or legal advice. Estimates for planning. Federal withholding per paycheck is entered by you from IRS Publication 15-T or your payroll provider. Not payroll, tax or legal advice. Ask a payroll professional before relying on a figure. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
The Payroll & Tax Calendar Model as two Excel files in one zip: a filled-in EXAMPLE so you can see every tab working, and a BLANK copy for your own numbers, plus a README. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
Built for Excel and tested in LibreOffice, which runs on Mac and Windows; it should open in Google Sheets, but not every feature is tested there. Phone spreadsheet apps are not tested. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
No, it is not payroll, tax or legal advice. Ask a payroll professional before relying on a figure.
Is it the right fit for me?
It is made for small employers, solo owners with a few employees or contractors, and bookkeepers who keep the compliance calendar. Skip it if you already use payroll software that does this, or you want payroll run and filed for you.
Rather hand it off?
We can keep the books for you each month
If tracking this yourself is more than you want to take on, we do monthly bookkeeping in QuickBooks, Xero or Excel. Tell us what you use and what is behind, and we reply with a written quote after a short review of your books. No obligation.
Get a bookkeeping quote Free books health checkPrefer to keep it yourself but want a hand getting started? Book a 45 minute setup session ($65).
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