Tax Prep Spreadsheet - Organize Transactions for Tax Season

Stop scrambling through bank statements at tax time. SheetLink automatically syncs your bank transactions to Google Sheets, making tax prep simple. Track income, categorize deductible expenses, and generate reports for your accountant—all in one spreadsheet.

Why Use a Spreadsheet for Tax Prep?

Tax software is expensive and inflexible. Spreadsheets give you complete control over how you organize and categorize your financial data for taxes. With SheetLink, you get:

• Automatic transaction import - No manual CSV downloads or data entry
• Custom categorization - Tag expenses by tax category (meals, travel, equipment, etc.)
• Multi-account tracking - Combine business checking, credit cards, and personal accounts
• Year-round organization - Track expenses as they happen, not just at tax time
• Shareable with accountant - Give your CPA view access to your organized data

How to Build Your Tax Prep Spreadsheet

Setting up SheetLink for tax preparation takes less than 5 minutes:

1. Install SheetLink Chrome Extension - Add from Chrome Web Store
2. Connect Your Bank Accounts - Link business and personal accounts via Plaid (10,000+ banks supported)
3. Create Your Google Sheet - Start with a blank sheet or use a tax prep template
4. Sync Transactions - SheetLink pulls in all transactions with date, merchant, amount, and category
5. Categorize for Taxes - Add columns for tax categories, notes, and receipt links

What Expenses Can I Track for Tax Deductions?

SheetLink syncs all transaction types so you can track every deductible expense:

Perfect for Freelancers, Contractors, and Small Business Owners

If you receive 1099 income or run a small business, you need organized records for tax filing. SheetLink is designed for:

• Freelancers & Contractors - Track income from multiple clients and deductible business expenses
• Side Hustlers - Separate business and personal transactions for accurate tax reporting
• Gig Workers - Organize Uber, DoorDash, or Etsy income and expenses
• Small Business Owners - Maintain clean books for Schedule C or corporate tax returns
• Rental Property Owners - Track rental income, maintenance costs, and depreciation

Tax Season Workflow with SheetLink

Here's how to use your SheetLink spreadsheet at tax time:

SheetLink vs. Manual Tax Prep

Security & Privacy for Tax Data

Tax records contain sensitive financial information. SheetLink protects your data with:

• Bank-grade encryption - All data transfers use TLS 1.3 encryption
• Plaid-powered connectivity - Your bank credentials are handled by SOC 2 certified Plaid, not SheetLink
• Zero server storage - Transactions flow directly from Plaid to your Google Sheet
• You control access - Your data lives in your Google account with your permissions
• Read-only access - SheetLink can only read transactions, never initiate transfers

Pricing: Free for Tax Season Prep

SheetLink is free forever for the last 7 days of transactions. For full tax year history:

• Free Tier - Last 7 days of transactions (great for weekly expense tracking)
• Basic Plan - $2/month for 90 days of history (covers quarterly tax prep)
• Pro Plan - $10/month for 24 months of history (full tax records + prior year)

Much more affordable than tax software subscriptions ($50-200/year) or bookkeeping services ($200-500/month).

Get Started: Build Your Tax Prep Spreadsheet Today

Don't wait until April 15th to organize your taxes. Start syncing your transactions now and stay prepared year-round.