Year-End Checklist for Freelancers: Invoicing & Time Tracking

Details

This year-end checklist is specifically designed for freelancers, sole traders, and independent contractors in the USA, UK, Canada, and Australia. As the year closes, it can be challenging to keep track of invoices, time logs, and tax obligations. This checklist provides a detailed approach to ensure that nothing is overlooked.

With this checklist, you will receive a step-by-step guide that aids in organizing your year-end closure. You will also gain access to practical templates and an Excel sheet that helps you manage your invoices and work hours. This not only helps you complete all tasks on time but also prepares you for a smooth start to the new year.

What's inside

• Detailed checklist for invoicing and time tracking with templates
• Important year-end deadlines for freelancers across the USA, UK, Canada, and Australia
• Excel template for year-end closing, VAT, and time summary (3 tabs)
• Holiday-themed guidance for digital archiving of receipts
• Validation guide for file naming and folder structure
• 10-page PDF (A4 + US Letter)
• XLSX + CSV template

Good to know

• Printable PDF format suitable for A4 and US Letter sizes.
• Template works in any spreadsheet app.
• Not professional advice; please check local tax regulations.
• This product is for freelancers and sole traders.

Format & delivery

• One ZIP file containing:
• Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En/Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En-A4.pdf
• Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En/Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En-Letter.pdf
• Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En/Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En.xlsx
• Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En/Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En.csv
• Jaarafsluitingschecklist-Voor-Zzp-Ers-Me-En/README.txt
• Instant digital download after checkout. You also get the link by email.

Licence: personal use. Please don't resell or share the files.

Questions? joakimberg1990@gmail.com