Freelance Tax Software Developer Templates

Looking for Freelance Tax Software Developer Templates to download? See the main templates that a Freelance Tax Software Developer would use in their day-to-day work.

Need one of these templates? Request for it to be built by one of our experts.

Freelance Tax Software Developer Templates

There is a huge number of templates that someone in the Freelance Tax Software Developer role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Freelance Tax Software Developer. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Income Statement
2. Quarterly Balance Sheet
3. Annual Profit and Loss Statement
4. Tax Return Worksheet
5. Client Information Sheet
6. Tax Deduction Checklist
7. Tax Planning Spreadsheet
8. Invoice Template
9. Project Time Tracker
10. Expense Report Template


Reports are often prepared by a Freelance Tax Software Developer to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Revenue Report
2. Expense Analysis Report
3. Profit and Loss Statement
4. Tax Deduction Report
5. Client Billing Report
6. Accounts Receivable Aging Report
7. Accounts Payable Aging Report
8. Cash Flow Statement
9. Balance Sheet
10. Tax Compliance Report


At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Freelance Tax Software Developer does and how they do it.


Freelance Tax Software Developer presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Financial Report Template
2. Tax Planning Presentation Template
3. Tax Software Demo Template
4. Client Onboarding Presentation Template
5. Tax Law Updates Template

Legal Docs

There are several key times when a Freelance Tax Software Developer needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Tax Software Licensing Agreement
2. Non-Disclosure Agreement
3. Service Agreement
4. Independent Contractor Agreement
5. Software Development Agreement

Health & Safety Templates

Health & Safety templates for a Freelance Tax Software Developer ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Emergency Evacuation Plan Template
5. Health and Safety Inspection Checklist Template


Setting up Freelance Tax Software Developer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Project Calendar
2. Billing and Invoicing Calendar
3. Tax Filing Deadline Calendar
4. Client Meeting Schedule Calendar
5. Personal Time Off Calendar

Invoice Templates

Several types of Freelance Tax Software Developer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Development Services Invoice
2. Software Maintenance and Support Invoice
3. Customization and Integration Services Invoice
4. Training and Consultation Services Invoice
5. Project-based Software Development Invoice

Survey Templates

For a Freelance Tax Software Developer to get insights related to the work they do, they need to send out Freelance Tax Software Developer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. User Experience Survey
3. Product Feedback Survey
4. Market Research Survey
5. Competitive Analysis Survey

Meeting Agendas

Having premade Freelance Tax Software Developer meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Project Review Meeting
2. Client Feedback Meeting
3. Team Collaboration Meeting
4. Software Development Progress Meeting
5. Financial Analysis Meeting

Budget Templates

To manage finances well, a Freelance Tax Software Developer would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Income and Expense Tracker
2. Project Budget Template
3. Monthly Cash Flow Statement
4. Tax Deduction Tracker
5. Savings and Investment Plan


Dashboards are a useful way for a Freelance Tax Software Developer to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Revenue Dashboard
2. Expense Dashboard
3. Profit Dashboard
4. Tax Liability Dashboard
5. Client Dashboard

Proposal Templates

For bidding or requesting work, a Freelance Tax Software Developer needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Tax Software Upgrade Proposal
2. Tax Software Integration Proposal
3. Tax Software Customization Proposal
4. Tax Software Maintenance Proposal
5. Tax Software Training Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Freelance Tax Software Developer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.