Tax Dashboard Notion Template (Philippines)
A Notion dashboard for Filipino freelancers and micro 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 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 editable 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 — not the paperwork.
Who it’s made for
🤍 Non-VAT professionals, sole proprietors and micro business owners
🤍 Aspiring freelancers, VAs, content creators, solopreneurs and other independent professionals
🤍 Micro taxpayers who DIY their taxes and want a cleaner way to track them
🤍 Notion enthusiasts who use the workspace to organize their business
If you’re based in the Philippines, work solo and want a simpler way to stay tax-compliant — this 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 more confidently every tax season. Now I’m sharing my personal system of tools, resources and know-hows, so fellow makers can navigate taxes with a little more ease.
Just to be clear: I’m no tax expert. The template doesn’t offer tax services. It’s not a substitute for legal, financial or tax advice. Think of it as a DIY support system, built for learning, estimating and planning, not for filing on your behalf. 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 — Due to the digital nature of the product, all sales are final and non-refundable.
You asked?
Can I use this template with Notion’s free plan?
Yes. It was made with all users in mind, so a free plan is all you need.
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 skip it if you’re happy with your current system.
What happens after purchase?
You’ll get 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.
I don’t like or won’t use the product. 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.
Make your way to easier tax seasons for ₱1,250 ₱625
Use the code TAXDASH50 at checkout for 50% off the template. This limited launch offer ends on September 30, 2025.