Tax Planning
Income sources, deduction categories, quarterly estimate calculator, and a year-end summary. April with fewer surprises.
- ✓ Excel + Google Sheets · instant download
- ✓ 30-day refund, no questions asked
- Founders' edit ends in 17 days
Tax Planning by SailsAndShore, an editorial-feeling Excel planner for the way you actually live. Quietly powerful, beautifully organized, and ready the moment you open it.

“It's the moment before the day starts.”
Ready when you are.
Instant download. Lifetime access. No subscriptions.
- 9-tab spreadsheet, fully editable
- Instant download: Excel (.xlsx)
- Works in Microsoft Excel (Mac & Windows)
- No macros, no subscriptions
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Does Tax Planning work in Google Sheets?
Yes. Every SailsAndShore workbook ships with both formats: a native Excel .xlsx file and a Google Sheets version. You get both in the same download — use whichever you prefer.
How many tabs does Tax Planning have?
Tax Planning has 9 pre-wired tabs — all connected by formulas so numbers roll up automatically. No blank cells, no setup required. Open, plug in your data, done.
Can I use Tax Planning on Mac?
Yes. Works in Excel for Mac, Numbers (with minor conversion), and Google Sheets in any browser. The .xlsx format is universal.
Do I need to know Excel formulas to use Tax Planning?
No. The formulas are already written. You type in your data, the dashboards update automatically. If you can enter a number in a spreadsheet cell, you can use this workbook.
Is Tax Planning a one-time purchase or a subscription?
One-time. Pay $8.63 once, keep the file forever. No renewals, no cancellations, no ads. If you like it, you own it.
What if Tax Planning doesn't work for me?
30-day refund — no questions asked. Reply to the download email and we'll refund your purchase. We built this business on trust, not gotchas.
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