After multiple years in business, I found that I’d forgotten the gifts I’ve given, received, and fresh ideas. I created this template so I could keep track of all those things! You can use it for clients and contractors (and you could also make a copy to use for family and friends).
As an added bonus, it’ll help you track gifts you need to report at tax time, whether it’s income or deductions!
*You will receive a PDF download with a link to the template and instructions on how to copy it. There are also instructions on the template to teach you how to use it efficiently.