📊 OVERVIEW
An editable Excel template designed to estimate stimulus payments based on filing status, income, dependents, and tax brackets. Includes modular logic for phase-out thresholds, child tax credits, and side-hustle income—ideal for individuals, tax advisors, and client-facing documentation.
📦 WHAT’S INCLUDED
• 📊 Editable Excel workbook (.xlsx) featuring:
• 🧾 Stimulus estimator with inputs for AGI, dependents, and filing status
• 💰 Auto-calculated adult and child stimulus amounts with phase-out logic
• 📈 Child tax credit worksheet and bracket tables for Single, HoH, and MFJ filers
• 🧮 Side hustle bracket logic for additional income scenarios
• ✅ Clear section headers and editable income fields for client-side control
🧠 USE CASES
• Internal planning of stimulus eligibility and tax credit estimates
• Client-facing documentation of income thresholds and payment calculations
• Governance and audit preparation using structured tax bracket logic
• Reusable format for multi-filer and multi-year scenarios
🎯 FEATURES
• Editable .xlsx format with UK spelling and layout standards
• Modular structure for stimulus calculation and tax credit tracking
• Unbranded and consultancy-free
• Compatible with Microsoft Excel and Copilot editing
🔴 INSTANT DIGITAL DOWNLOAD
This editable template is available for immediate download upon purchase. No physical item will be shipped. Compatible with Microsoft Office and fully customisable for client-side use.
