2027 Bookkeeping Spreadsheet for Etsy Sellers and Small Business, Income Expense Tracker, Mileage Log, Tax Organizer, Excel Google Sheets
Keep your Etsy shop, reselling or small online business books in order all year, and be ready at tax time. A 9-sheet Excel and Google Sheets workbook, a 13-page companion guide, and a Start Here guide. Instant download.
WHAT YOU GET
2027 Bookkeeping and Tax Organizer (Excel workbook, works in Microsoft Excel and Google Sheets)
Bookkeeping Companion Guide (PDF, 13 pages)
Start Here guide
INSIDE THE WORKBOOK
Settings: your business name, tax year, mileage rate, sales channels, expense categories and payment methods (all editable)
Income: 500 rows with date, channel, order, gross sales, shipping charged, sales tax you collected, refunds, fees and an automatic net received
Expenses: 500 rows with drop-down categories, receipt marker, business use % and an automatic business portion
Mileage: 300 rows; the amount calculates from your rate
Inventory for resellers: 300 rows with cost, status (in stock, listed, sold), sale price, fees and automatic profit
Monthly: totals for every month (gross sales, refunds, fees, cost of items sold, expenses, mileage, estimated profit) plus a quarterly view
By Category: year totals for each expense category and each sales channel, ready to hand to your tax professional
Tax Prep: a checklist of what to gather at tax time
INSIDE THE COMPANION GUIDE
A weekly, monthly and quarterly routine
Records to keep and where they come from
Category examples to help you sort expenses
Keeping business and personal money apart
Printable monthly close page, receipt log, mileage log, quarterly tracker and year-end checklist
A short glossary
GOOD TO KNOW
You do not need accounting software. The workbook uses plain formulas, so it works in Excel and Google Sheets.
This is a record-keeping tool. It does not calculate your taxes and contains no tax rates. Enter the current mileage rate yourself.
Digital download. No physical item is shipped. Colors can look different on different screens.
IMPORTANT
Not tax, legal or accounting advice. Tax rules, forms and due dates differ by place and situation and change over time. Ask a qualified tax professional how to report your income and expenses. Not affiliated with any tax authority, marketplace or software company.
LICENSE
Personal use for your own business records, one buyer. Do not share, resell or redistribute the files.
HOW IT WAS MADE (AI DISCLOSURE)
Designed by ALLORNOTHINGHQ. The layout and workbook were generated with AI assistance (code and layout) and reviewed by the shop owner. All text and design are original; fonts are open-source (SIL Open Font License).
Questions? Email contact@allornothinghq.com.