Tax Dashboard Notion Template (Philippines)
A Notion dashboard for Filipino freelancers, creators, and small business owners who want to manage taxes with ease.
Track, organize, and understand your tax responsibilities in one space. Spend less time second-guessing yourself or scrambling to file at the last minute. This template is designed to support a necessary part of business, so you can focus more on the work you actually care about.
Introducing a tidy tax toolkit
➕ Track your tax filings and registration renewals
➕ Estimate upcoming taxes based on what you earn and spend
➕ Convert foreign client or customer payments for better tax reporting
➕ Get a clearer picture of how the Philippines tax process works
➕ Save time, minimize mistakes, and file with more confidence
All in one clean, organized, and customizable digital space.
Inside the Tax Dashboard
Tax Filing Tracker: See which tax forms you’ve already filed, what’s still due, and when it’s due.
Registration Tracker: Keep important business permits and renewals in check.
Reminders Panel: Get automated reminders in your Notion pages that show what and when to file.
Estimated Tax Calculator: Input income and expenses to estimate how much tax you might owe.
Foreign Exchange Converter: Manually convert foreign currency amounts into Philippine peso using BIR-accepted exchange rates.
Foreign Transaction Tracker: Record your foreign currency transactions with all the required details for easier reference and reporting.
Tax Guide + Resources (coming soon): Learn tax basics and access helpful resources.
Template Updates: Stay in the loop about select tax events and template revisions.
Let your energy flow into your craft instead of fixating on or forgetting the paperwork.
Who it’s made for
🤍 Filipinos and individuals selling goods or services in the Philippines
🤍 Non-VAT professionals, service providers, and sole proprietors
🤍 Freelancers, virtual assistants, content creators, solopreneurs, online sellers, and other independent workers
🤍 Micro-classified taxpayers who DIY their taxes and want a tidier way to track them
🤍 Notion enthusiasts who use the workspace to organize their business
If you’re self-employed in the Philippines and in search of calmer tax seasons, this dashboard was made with you in mind.
A note on taxes
While figuring out my own taxes, I made this simple and structured Notion dashboard to help me show up confidently every tax season. Now I’m sharing my personal system of tools, know-hows, and resources, so fellow makers can approach taxes with a little more ease.
This template is a DIY support tool, not a tax service. It’s for general planning, estimating, and learning purposes only. It is not a substitute for legal, financial, or tax advice. Always check with the BIR or consult a qualified tax professional for personalized guidance.
Template license and terms
Personal use only — For your individual, non-commercial use.
No reselling — This product may not be sold, rebranded, or bundled. Private label rights (PLR) or master resell rights (MRR) are not included.
No sharing — Please don’t copy, repurpose, redistribute, or share this template with anyone else.
No refunds — No physical items will be shipped to you. You’ll receive digital files or links only. Due to the digital nature of the product, all sales are final and non-refundable.
You asked?
Do I need a Notion paid plan to use this template?
No. This template is fully compatible to use with Notion’s free plan.
Does this template file my registrations and taxes for me?
No. It’s a tracking and planning tool, not a filing service. You’ll still handle submissions yourself or with your bookkeeper.
I already use a tax platform or service. Do I still need this?
Only if you want to bring the tracking into Notion. You can pair it with your existing tax tools — or place it back on the shelf if you’re satisfied with your current system.
What happens after purchase?
You’ll receive a special link to an installation guide. Follow the steps to add the template into your Notion workspace.
Can I resell the template?
No. This template is for your personal use only. Reselling or redistributing the template in any form is not allowed.
Can I share the template with family, friends, or coworkers?
You can use the template with your internal team, to help manage your business’s taxes. But please don’t share the template (or any part of it) with other people, for free or for a fee.
What happens if tax rules change?
BIR rules may change over time. I’ll share updates and resources, when possible, to help you stay informed.
Will I receive free template updates?
Yes, but take note that your template won’t automatically update. Any template revisions will be made available through email, your order links, or the Template Updates page. This includes instructions for how to modify your current pages to the latest version of the template.
I don’t like or won’t use the template. Can I get a refund?
Because this is an instantly downloadable digital product, refunds can’t be issued.
Still have questions?
Read the full Terms of Use at rebrand.ly/TaxDashboardTerms, or send a message to itsmadebyjem@gmail.com before making a purchase.