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Small Business Bookkeeping Excel Template
When the business is small, the books should be simple too: what came in, what went out and what to set aside for taxes. Enter income and expenses one time in this small business bookkeeping spreadsheet, and the dashboard, a monthly profit and loss and a tax-time summary are built for you.
Sales tax you collect is split out of income automatically, expenses get a deductible percentage by category, with meals at 50% by default, and entries without a receipt are flagged. The invoice tracker marks each invoice Paid, Open or OVERDUE, the mileage log totals your deduction for the year, and nothing goes missing: entries in categories you haven't listed are totaled as Uncategorized.
Set up to 12 income and 20 expense categories, six accounts and your own currency. You get a blank workbook, a sample with a year of example data and a quick-start guide, for Microsoft Excel 2010 or newer on Windows and Mac.
Details
- Microsoft Excel 2010 or newer (Windows and Mac), .xlsx file
- 9 tabs: 500-line income log and 1,000-line expense log
- Invoice tracker, mileage log and quarterly tax summary
- 12 income and 20 expense categories, 6 accounts
- No macros or add-ins: standard formulas only
- Blank workbook, sample workbook and quick-start guide (PDF)
- Instant download, available worldwide
- No physical item is shipped
- Your files appear under Purchases in your Etsy account, and Etsy emails you a download link
- Digital downloads can't be returned or exchanged
Tip Log expenses every week instead of saving them for tax season; missing receipts are far easier to track down while they're recent.
