Small Business Bookkeeping Spreadsheet, Canadian Bookkeeping Business Planner, Sales Invoice Tax Tracker, Excel Spreadsheet Template

Take control of your business finances with this Small Business Bookkeeping Spreadsheet—an organized Canadian bookkeeping business planner created for freelancers, contractors, consultants, sole proprietors and small-business owners. This editable Excel spreadsheet template gives you one central place to record income, expenses, transactions, invoices, customer balances, vendor bills and Canadian sales taxes. Review your monthly profit and loss, monitor money owed to your business, track upcoming payables and see important financial figures on a clear visual dashboard. 🍁 DESIGNED FOR CANADIAN SMALL BUSINESSES The spreadsheet includes editable provincial tax settings for GST, HST, PST and QST. It helps you organize sales-tax information, potential input tax credits and estimated tax figures according to the settings entered in the workbook. WHAT’S INCLUDED — 15 ORGANIZED SHEETS 1. Start Here A simple welcome and instruction page to help you begin setting up the workbook. 2. Business Setup Enter your business name, owner name, business type, fiscal year, province or territory, business number, tax-registration details, accounting method and currency. 3. Settings & Lists Customize payment methods, transaction types, invoice statuses, tax types, provincial tax rates and other workbook options. 4. Categories Create and organize your own income categories, expense categories and subcategories. 5. Transactions Maintain a detailed record of business transactions, including date, transaction ID, type, description, customer or vendor, category, payment method, account, province, tax type, subtotal, GST, HST, PST, QST and total. 6. Income Tracker Record invoices and other income with customer details, income categories, payment methods, sales taxes, payment dates and account information. 7. Expense Tracker Track vendor expenses, descriptions, categories, receipt numbers, payment methods, provinces, taxes, business-use percentage, deductible amounts and receipt status. 8. Invoice Tracker Manage invoice numbers, invoice dates, due dates, customers, subtotals, tax, total amounts, payments received, balances due and payment status. 9. Customer Tracker Keep customer names, companies, email addresses, telephone numbers, provinces, total sales, outstanding balances, last invoice dates and status in one place. 10. Vendor Tracker Organize vendor contact details, categories, provinces, total purchases, outstanding bills and notes. 11. Bills & Payables Tracker Record vendor bills, due dates, categories, amounts, taxes, payments, balances and paid or unpaid status. 12. GST/HST Tracker Review quarterly sales, GST collected, HST collected, PST collected, QST collected, GST/HST paid, potential input tax credits and estimated amounts payable or refundable. 13. Tax Summary View a simple summary of total revenue, total expenses, net income, estimated tax rate and estimated income tax. 14. Monthly Profit & Loss Compare income and expenses by month and review your estimated net profit throughout the year. 15. Bookkeeping Dashboard See total revenue, total expenses, net profit, accounts receivable and accounts payable at a glance. The dashboard also includes income charts, expense charts, monthly comparisons, customer status and invoice status. KEY FEATURES • 15 organized bookkeeping sheets • Small-business income and expense tracking • Transaction log with detailed categories • Sales, invoice and tax tracker sections • Customer and vendor management • Accounts receivable and payable tracking • Paid, unpaid and partially paid invoice statuses • Monthly profit-and-loss overview • Canadian GST, HST, PST and QST fields • Editable province and territory tax settings • Potential input tax credit tracking • Custom income and expense categories • Clear visual financial dashboard • Reusable Excel spreadsheet template • Instant digital access • No subscription required PERFECT FOR • Canadian freelancers • Independent contractors • Consultants and coaches • Designers and creative professionals • Virtual assistants • Online service providers • Sole proprietors • Home-based businesses • Small agencies • Local service businesses • New entrepreneurs • Small-business owners who want an organized bookkeeping system HOW TO USE 1. Download the digital file after completing your purchase. 2. Open the spreadsheet in Microsoft Excel. 3. Read the Start Here instructions. 4. Add your business information in the Business Setup sheet. 5. Select your province or territory and review the editable tax settings. 6. Customize your income and expense categories. 7. Record transactions, income, expenses, invoices and bills. 8. Review your dashboard, monthly P&L and tax summaries. WHAT YOU WILL RECEIVE • One editable small-business bookkeeping Excel spreadsheet • 15 connected and organized bookkeeping sections • Built-in setup and instruction pages • Instant digital download IMPORTANT INFORMATION • This is a digital product. No physical item will be shipped. • Designed for use with Microsoft Excel. Compatibility with other spreadsheet programs is not guaranteed. • A desktop or laptop computer is recommended for the best viewing and editing experience. • Buyers should have basic knowledge of entering and editing spreadsheet data. • Colours may appear slightly different depending on your screen settings. • Inventory tracking and order tracking are not included in this 15-sheet version. PLEASE NOTE This spreadsheet is a bookkeeping and organizational template. It is not accounting, financial, legal or tax advice and is not a substitute for a qualified accountant or tax professional. Canadian tax rates, rules and filing requirements can change. Always review the tax settings and confirm your obligations with the Canada Revenue Agency, the appropriate provincial authority or a qualified professional. Organize income, expenses, invoices, customers, vendors, sales taxes and profit in one practical system with this Small Business Bookkeeping Spreadsheet, Canadian Bookkeeping Business Planner, Sales Invoice Tax Tracker and Excel Spreadsheet Template. Small Business Bookkeeping Spreadsheet, Canadian Bookkeeping Business Planner, Sales Invoice Tax Tracker, Excel Spreadsheet Template