2027 U.S. Tax Calendar Printable with Estimated Payment Tracker and Set-Aside Spreadsheet

Organize selected 2027 U.S. federal tax deadlines, record payments and track money you choose to set aside. This digital package includes a 31-page printable calendar in US Letter and A4, plus an Excel/Google Sheets set-aside calculator.

Designed for freelancers, contractors, side hustlers and small business owners planning around a calendar year. Enter income and expenses and choose your own set-aside percentage; the spreadsheet organizes your figures rather than determining what tax you owe.

Federal dates only. State and local deadlines are not included, and applicability depends on your situation. Verify deadlines with the IRS or your tax professional.

WHAT YOU GET
• 31-page printable PDF in US Letter AND A4 (landscape): cover, how-to page, year at a glance, key dates checklist, quarterly set-aside worksheet, 12 monthly calendar pages with deadlines printed in, 12 monthly income & expense summaries, payment & filing log, annual summary
• Excel / Google Sheets set-aside calculator (.xlsx) with three tabs: Set-Aside Calculator, Quarterly planner and Key Dates
• Printable PDFs are for printing or writing on in a PDF note-taking app; they are not fillable. The spreadsheet is editable.

HOW THE SPREADSHEET WORKS
1. Type each month's income and business expenses. Net profit = income minus expenses.
2. Enter your own set-aside percentage (the 25% shown is only an example). Each month's set-aside = that month's net profit × your percentage (a month with a loss sets aside $0).
3. Log what you actually moved to savings to see the difference.
4. The Quarterly tab totals net profit, planned set-aside and savings for each IRS payment period (Jan–Mar, Apr–May, Jun–Aug, Sep–Dec), and shows days until each due date. You record payments, dates and confirmation numbers yourself.
It does not calculate income tax, self-employment tax or what you owe.

DATE SCOPE AND LIMITATIONS
Selected U.S. federal deadlines for calendar-year filers are marked: quarterly estimated payments (Jan 15, Apr 15, Jun 15 and Sep 15, 2027, and Jan 18, 2028), W-2/1099-NEC (Feb 1), certain 1099-B/S/MISC statements to recipients (Feb 16), paper and e-filed 1099s to the IRS (Mar 1 and Mar 31), partnership/S-corp returns (Mar 15, extended Sep 15) and individual returns (Apr 15, extended Oct 15). Weekend and holiday shifts are applied. Dates were checked against the IRS Publication 509 draft for 2027 (Aug 24, 2026); the final IRS calendar or disaster relief can change them. Fiscal-year filers, farmers and fishermen, payroll deposits and state and local dates are not covered.
For organization only, not tax advice. Example numbers are fictional.

DOWNLOAD ACCESS
You'll receive a download link after purchase. Open the PDFs in any PDF reader; open the.xlsx in Excel or upload it to Google Sheets. Digital download only, nothing ships.

Pairs well with:
• 2026 Mileage Tracker
• Budget Planner Printable with Spreadsheet
• 2027 Printable Calendar

LICENSE AND DISCLOSURE
For your personal or single-business use.

Designed by The Tidy Blueprint with the help of AI tools.