Template library

Excel templates: Bookkeeping & Taxes

Excel templates for bookkeeping, invoicing, Schedule C expenses, 1099 tracking, estimated taxes and year-end records for U.S. small businesses

46 templates found

Bookkeeping & Taxes

Track church tithes and offerings by donor, fund, service, payment method, deposit status, receipts, and weekly giving in Excel.

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Bookkeeping & Taxes

Track 501(c)(3) gifts, fees, restrictions, acknowledgments, receipts, campaigns, and dashboard totals in a prepared Excel workbook.

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Bookkeeping & Taxes

Track petty cash reconciliations, receipts, replenishments, cash counts, variances, approvals, custodians, and locations in Excel.

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Bookkeeping & Taxes

Track Net 30 invoices, due dates, payments, balances, statuses, aging buckets, and collection notes for small-business receivables.

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Bookkeeping & Taxes

Track startup estimates, actual spending, recurring costs, funding, revenue, variances, and category totals in an XLSX budget workbook.

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Bookkeeping & Taxes

Create invoices, store customer records, track payments, balances, statuses, and aging with a three-tab XLSX invoice database workbook.

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Bookkeeping & Taxes

XLSX workbook for IFRS-style internal reporting with a trial balance, linked financial statements, equity reconciliation, and management dashboard.

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Bookkeeping & Taxes

XLSX plumbing invoice workbook with customer lookup, service line items, tax fields, payment tracking, invoice history, and summary metrics.

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Bookkeeping & Taxes

Model market-implied growth with editable DCF assumptions, peer comparison, dashboard metrics, charts, and Goal Seek guidance in XLSX format.

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Bookkeeping & Taxes

Track facility budgets, invoices, actual spend, variances, payment status, sites and categories with a four-tab XLSX workbook.

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