Small Business Bookkeeping: Excel income, expenses, P&L, tax and invoice template (US, UK and South Africa)

Simple, complete bookkeeping for freelancers, sole traders and small businesses, in Excel, with no accounting software or subscription.

Three editions in one download, each with its own tax categories:

US: expenses grouped by Schedule C line, with sales tax.

UK: expenses grouped under the self-employment expense headings of the Self Assessment return, with VAT.

South Africa: income and expenses grouped for your ITR12 and provisional tax (IRP6), with VAT.

What is inside (9 linked sheets):

Income log: customer, invoice number, amount, tax, paid or not. Unpaid invoices older than 30 days turn red.

Expense log: supplier, category, amount, tax and a receipt check.

Mileage log: business trips with the deduction worked out from your rate.

Profit and loss: every category, month by month, with your profit and a tax set-aside at the percentage you choose.

Tax summary: the year-to-date totals your return asks for, plus tax charged, tax paid and what you owe.

Invoice generator: your details fill in automatically; add the customer and lines, then print or save as PDF.

Dashboard: income, expenses, profit and tax set-aside, with charts by month and by category.

Comes with a sample year so you can see how it works. Rates that change every year, such as mileage rates, are left for you to enter, so the workbook never goes out of date. Not tax advice: check the totals with your tax authority's guidance or an accountant. No macros. Built for Microsoft Excel. Instant download.