Qualified Overtime

Template pack

Qualified overtime tracking templates

Download a free overtime record sheet for Excel or Google Sheets. Keep your estimates and the pay records behind them in one place. Email us about the planned paid pack.

Download free tracking sheetEstimate my overtime premium

Not affiliated with the IRS, Treasury, Department of Labor, payroll providers, or tax software vendors. For educational and tracking purposes only.

Concept illustration of blank tracking worksheets, colored dividers, and a white handoff envelope.

Free overtime record sheet

A blank CSV sheet for your workweek dates, regular rates, overtime hours, estimated premiums, and pay-statement references. It opens in Excel or Google Sheets. No account or email is required.

Keep different workweeks and rates on separate rows. This sheet does not calculate a tax deduction or replace payroll reporting. Use the calculator to download a record containing your current estimate.

Download free tracking sheet

Template pack contents

The items below describe the planned pack for recordkeeping and tax-preparer review. It is not available for instant download or online purchase. Email us about availability. The pack does not file taxes or replace your payroll system.

Employee tracking sheet

A pay-period worksheet for regular rate, overtime hours, overtime rate, statement reference, and method notes.

Excel and Google Sheets formats

Planned Excel and Google Sheets layouts for a local copy or a shared worksheet.

2025 W-2 Box 14 checklist

A review list for 2025 reporting variations, employer statements, portal screenshots, and questions to ask payroll.

CPA handoff summary

A one-page summary of estimated qualified overtime compensation, caps, phase-out warning, source documents, and open issues.

Ask about the template pack
A documented record packet and summary sheet gathered into an open envelope for professional handoff.

What is not included

  • No promise that an amount is deductible on a specific return.
  • No tax filing, legal, payroll, or accounting advice.
  • No employer-of-record, payroll-provider, IRS, Treasury, or DOL affiliation.
  • This website does not store employee payroll records.

When the template pack helps

The pack is useful when records are scattered across pay statements, payroll portals, and year-end forms.

It is also useful for employers who need a consistent internal checklist before responding to employee or preparer questions.

Employer workflowQualified OT tracking guide
CalculatorQualified OT trackingTerms and disclaimer

Official sources

Source baseline checked 2026-09-08

Review the official guidance directly

IRS FAQ FS-2026-13: Qualified overtime compensation deduction

Defines qualified overtime compensation, FLSA overtime eligibility, deduction limits, reporting rules, and taxpayer requirements.

Internal Revenue Service | FAQ

View official source

IRS overview: No Tax on Overtime deduction

Summarizes the deduction cap, MAGI phase-out thresholds, Social Security number rule, and 2025 reporting note.

Internal Revenue Service | Overview

View official source

IRS Notice 2025-69

Provides 2025 methods for individuals estimating qualified overtime compensation when separate reporting is not available.

Internal Revenue Service | Notice

View official source

2026 Instructions for Forms W-2 and W-3

Explains 2026 Form W-2 reporting, including Box 12 code TT for qualified overtime compensation.

Internal Revenue Service | Instructions

View official source

DOL overtime overview

Explains the FLSA overtime baseline for covered, nonexempt employees working over 40 hours in a workweek.

U.S. Department of Labor | Guidance

View official source