Small Business Bookkeeping Spreadsheet Google Sheets, Profit and Loss, Income Expense Tracker, Tax Estimate

Simple bookkeeping for small businesses, freelancers and makers, in Google Sheets. Log your income and expenses, and your profit and loss, quarterly tax estimate, unpaid invoices and mileage are worked out for you.

WHAT'S INSIDE

- Dashboard: revenue, expenses, net profit and profit margin, unpaid invoices, estimated income tax, sales tax owed (or credit) and business distance, plus revenue vs expenses by month, expenses by category, net profit by month, unpaid invoices list, top clients and a quarterly tax table
- Income: date, invoice number, client, category, amount, sales tax collected, paid status (paid, unpaid, overdue) and date paid
- Expenses: date, vendor, category, amount, sales tax paid, a deductible tick box and notes for receipts
- Profit & Loss: every income and expense category, month by month, with cost of sales, gross profit, net profit and profit margin
- Tax Summary: Q1 to Q4 and the year: taxable income, deductible expenses, mileage deduction, estimated income tax at your rate, and sales tax collected vs paid
- Mileage: date, trip purpose, from, to, distance, round trip tick box and deduction at your rate (miles or km)
- Setup: business name, currency, year, tax rate, mileage rate, income and expense categories and clients
- Start Here tab with simple instructions

TWO VERSIONS
You get a sample version filled with an example business so you can see how everything works, and a blank version ready for your own numbers.

HOW IT WORKS
1. After purchase, download the PDF from your Etsy purchases.
2. Click the link in the PDF. Google asks you to make a copy, which is saved to your own Google Drive.
3. Set your tax rate, mileage rate and categories on the Setup tab, then start logging.

GOOD TO KNOW
- Tax figures are estimates to help you plan. This is not tax or accounting advice
- Works in Google Sheets on computer, tablet and phone (editing is easiest on a computer)
- A free Google account is needed
- Not made for Excel or Numbers
- This is a digital product. No physical item will be shipped
- For use in your own business. Please do not share or resell the template
- Because this is a digital download, returns are not accepted. If you have any problem, message me and I will be happy to help