Tools & templates
Freelance templates, calculators, and checklists
Estimate your rate, draft a statement of work, prepare an invoice, or screen your next client. Choose a tool below and adapt it to your project, budget, and working arrangements.
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Use Search to jump directly to a tool, or browse by category. For the interactive checklists that save your ticks in this browser, with guidance on running them from discovery to payment, see all freelance checklists.
Freelance Business Health Check
Answer 14 questions to score pipeline, pricing, client concentration, scope, payment, burnout, and systems, then get the next move for your weakest area.
Open Freelance Business Health CheckFreelance Rate Calculator
Calculate freelance hourly and day-rate floors from your annual pre-tax income target, billable capacity, overhead, and buffer.
Open Freelance Rate CalculatorTax Set-Aside Calculator
Work out how much of each month's freelance income to move into a tax reserve at a percentage you choose, and how to pick it from your records.
Open Tax Set-Aside CalculatorSelf-Employment Tax Calculator
Estimate U.S. self-employment tax from your freelance profit for 2026 or 2027, with every Schedule SE step, Additional Medicare Tax, and a quarterly share.
Open Self-Employment Tax Calculator