First Roth ClubFree download
The spreadsheet kit
One spreadsheet, all the math done for you: work log, invoices, deposits, summary, “At 18” and a shoot log. Download it and open it in Excel or Numbers, or upload it to Google Drive and open it with Google Sheets. It’s yours: we never see it, and it stays with you even if you leave the Club. Prefer paper? Print the blank work log and keep a folder.
Download the records sheet (.xlsx) →| # | A | B | C | D | E | F | G | H |
|---|---|---|---|---|---|---|---|---|
| 1 | First Roth Club · Records sheet | |||||||
| 2 | ||||||||
| 3 | This sheet is yours. First Roth Club never sees it. | |||||||
| 4 | ||||||||
| 5 | How to use it | |||||||
| 6 | 1. Work log: one row per job, the day it happens. Pay fills itself in. | |||||||
| 7 | 2. Invoices: one row per invoice. The amount adds up from the Work log rows with the same invoice #. | |||||||
| 8 | 3. Deposits: one row per Roth deposit, with the tax year it counts for. |
For education only. Your Roth provider’s statements are the official record. 2026 contribution limit shown; it updates each November.