Friday · 10 min

Tax Season Ritual

Deadlines overdue — client returns past their filing deadline, not filed and not extended — each one a penalty letter.

$14one-time · VAT included · no subscription

Standard$14 You, your household or your own business — 1 person Team$29 Up to 10 people in one company or organisation · shared drive allowed · invoice to your company

Free files

In your download: 8 files

Excel workbook · Light · USD
START HERE guide (PDF)
Excel workbook · Dark Mode
Excel workbook · UK · GBP
Excel workbook · EUR
Excel workbook · AUD
Excel workbook · CAD
Excel workbook · INR

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✓Download page opens right after payment + links by e-mail. No account.

Works inExcel Google Sheets

✓Excel 2016+ / Microsoft 365 · Google Sheets (upload to Drive)

✓Light + Dark · USD GBP EUR AUD CAD INR · PLN pricing — every edition in one download

✓Free updates forever · 14-day refund

This file + 4 moresave 43%

Tax Season Pack

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The Friday page

What the file tells you every week

Every client return with stage, fee, deadline and last touch; returns prepared, docs chased, calls, reviews and filings with counts; weekly targets. Every Friday: targets hit, what is slipping, what got filed.

01 · verdictOutput — weekly targets hit (returns prepared, docs chased, client calls, reviews, filed), the biggest miss

02 · verdictPipeline — deadlines overdue, stale returns, due this week, open fees

03 · verdictResults — filed in the last 30 days, on-time rate, returns still to go

Sheets in the workbook

✓Friday · output, pipeline, results, the week's scorecard, three verdicts, three tasks

✓Returns · one line per client return with stage, fee, filing deadline, last touch — OVERDUE / STALE / THIS WEEK / ok

✓Activity · returns prepared, docs chased, client calls, reviews, returns filed — a line per batch with a count

✓Weeks · activities, closed, value per week

✓Settings · weekly targets per activity with this week's count and the gap, stale window

How it works

1Set the targets — a weekly number for each activity, the stale window — once

2Log as you go — one line per return; a line per batch of activity with a count

3Open Friday — output, pipeline, results, three tasks — ten minutes

Who it is for

Small practices and solo preparers in the middle of the season.

Dark edition included

Do I need Excel?

Excel 2016+ or Microsoft 365. Or upload the .xlsx to Google Drive — it opens in Sheets with formulas and charts intact.

Can I pay with BLIK?

Yes — BLIK, Przelewy24, any card, Apple Pay and Google Pay. Prices in PLN, EUR or USD; the currency switch is at the top.

Invoice for my company?

Tick “I’m purchasing as a business” at checkout and enter your NIP / VAT ID. The invoice arrives with the download e-mail.

What if it isn’t for me?

14-day refund, no questions. One e-mail to [email protected].

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Tax Season Ritual

What the file tells you every week

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