Invoice + Bookkeeping Spreadsheet for Australian Sole Traders (GST & BAS)

Invoice clients, track every dollar and have your BAS figures ready, all in one spreadsheet built for Australian sole traders.

Create professional tax invoices in minutes, log your income and expenses as you go, and let the sheet work out your GST, quarterly BAS figures and profit for you.

What's included:

• Tax invoice generator: shows "TAX INVOICE" with your ABN when you're GST-registered, or a plain invoice when you're not

• Client list that fills your invoices automatically

• Income register: tracks paid, unpaid and overdue invoices

• Expense tracker with automatic GST credits and 16 renameable categories

• BAS Summary for every quarter: G1 total sales, 1A GST on sales, 1B GST on purchases and net GST

• Cash or accrual basis, set the Australian financial year once (July to June)

• Dashboard: income, expenses and profit by month, a chart, and spending by category

• Start Here guide

Works in Microsoft Excel and Google Sheets (free). To use Google Sheets, upload the file to Google Drive and open it with Google Sheets.

This is a record-keeping tool, not tax advice. Check ato.gov.au or ask a registered tax agent before you lodge.

Designed by Clearline Sheets with the help of AI tools, then built, tested and checked by hand.

Digital download only. Nothing is shipped.