For high-volume real estate agents. Everything in the standard tracker plus itemized lead platforms & online ads, photography & videography, staging, signage, and print campaigns — 18 expense categories total.
What’s inside: 13 tabs
- Dashboard: income, deductions and estimated tax savings on one screen
- Income Log: every payment you receive
- Expense Log: dropdown categories, each mapped to a Schedule C line
- Mileage Tracker: the IRS mileage rates for 2026 built in
- Schedule C Summary: totals grouped by Schedule C line, for you and your tax professional
- Quarterly Estimated Taxes: due dates and suggested payments
- Home Office Calculator: simplified and actual-expense methods side by side
- State Tax Rates: the 2026 top rate for every state
- Deduction Finder: write-offs real estate agents commonly miss
- Write-Off Guide: what qualifies in each category, and how much
- Team and Contract Labor: payments per person, with 1099-NEC status
- Transaction Profitability: profit and loss for every closing, after splits, referral fees and marketing
- Terms and Disclaimer: your license and how to use the workbook
What you get
- The 2026 tax year edition, in the color theme you pick
- Excel and Google Sheets editions, emailed within minutes of checkout
- Personal Income & Expense Tracker included free
What you need
Excel 2007 or later (2016 or later recommended), or a free Google account for the Sheets edition.
