A workbook for a tax year that has already closed, built for self-employed professionals, with that year’s own mileage rates, meal limits and Social Security wage base. Fill it in from your bank and card statements; it produces a Schedule C summary to hand to whoever prepares the return.
Choose your years
- One tax year: $27
- All six years, 2020 to 2025: $127, less than the price of five single years
- All six years plus the current 2026 edition: $147, with the Personal tracker included
What you get, per year
- Dashboard, income log, expense log and mileage tracker for that year
- A Schedule C summary to print and hand to your preparer
- A deduction finder, a home office calculator and a write-off guide
- Source and Estimated columns on both logs, so a figure taken from a statement is told apart from one you reconstructed
- Both the Excel and the Google Sheets edition
How a prior-year edition differs
- One color theme: Classic Navy & Teal
- No Personal tracker and no quarterly estimate tab (the 2026 edition in the seven-workbook set includes both)
- Refunds for older years may no longer be claimable; these workbooks are for getting late returns organized and filed
- They do not calculate penalties or interest
Screens show sample data. AgentLedger workbooks are bookkeeping and organization tools, not tax advice. Review your figures with a qualified tax professional before filing.
