Five-Business Tax Hub β Track Income & Expenses for Up to 5 Businesses
π₯ Five-Business Tax Hub: Instant Download
Organize income and expenses for up to five businesses in one file, ready to review with your tax professional.
One combined log tagged by business feeds a Dashboard and a year-to-date P&L-style rollup: 4 working tabs plus Start and Disclaimer, in one file that is yours to keep.
β¨ What It Does for You
- Stop juggling files: one log covers all five businesses
- See each business clearly: income, expenses and net per business on the Dashboard
- Keep categories consistent: a category dropdown on every row
- Walk into tax season organized: a year-to-date rollup by business with a total column
π¦ What's Inside
- Start and Disclaimer: tax year, name, a step-by-step how-to, and a plain-language disclaimer to read first
- Setup: name up to five businesses (Biz1 to Biz5) and mark each one active
- Income Expense Log: one log for all five businesses, with dropdowns for business, month, income/expense type, and category
- Dashboard: income, expenses, and net for each business, calculated from the log
- Consolidated PL: a year-to-date, P&L-style rollup by business with a total column

π‘ Who This Is For
- Owners running two to five businesses or side ventures
- Freelancers with a separate shop, rental, or side business
- Anyone who wants one organized file to review with a tax professional
π Before and After
- Before: Each businessβs income and expenses in a different file. After: One combined log, tagged by business
- Before: Adding up totals business by business. After: A Dashboard with income, expenses, and net for each business
- Before: Category names that change from record to record. After: A category dropdown on every row
β‘ Get Started in Minutes
- Download the .xlsx and open it in Excel or Google Sheets
- Read the first tab for the setup steps
- Replace the sample rows with your own
- Pick from the dropdowns as you log and the calculated columns update
IMPORTANT: Organization hub only. NOT tax advice. NOT consolidated filing software. NOT a CPA substitute.
Sample data is fictional. Replace it with yours.
π Instant Access
Once you purchase, you get immediate access to your file. It is yours to keep.
Weβre a new store, but our digital tools are built to save you time, simplify your workflow, and help your business grow. Your trust matters β and every product is designed to deliver real results.
Thank you for supporting a growing brand.
β Kyle P. Herrick, Founder
βοΈ Satisfaction Guarantee
If this template doesnβt help you save time or improve your workflow, message me and Iβll make it right. Your success matters.
π¬ Need Help?
Message me anytime. Iβm here to help you get the most out of your templates. Email herrickkyle87@outlook.com.
- Get all your businesses into one organized file. Click Buy Now.