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 income and expenses in Transactions, then review revenue, costs, net profit, margins, counts, and monthly results in Excel.

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Bookkeeping & Taxes

Track Goodwill donations, estimated fair market values, receipts, appraisal status, and deductible amounts with this Excel template.

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Bookkeeping & Taxes

Compare itemized and standard deductions with an Excel template for tracking expenses, documentation, category totals, and tax planning.

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Bookkeeping & Taxes

Estimate potential EITC with an Excel spreadsheet for income, filing status, qualifying children, phase-in, phase-out, and eligibility.

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Bookkeeping & Taxes

Check each child’s 2026 CTC requirements with an Excel worksheet, eligibility indicators, credit totals, and a dashboard for tax preparation.

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Bookkeeping & Taxes

Track employee W-2 wages, federal and state withholding, Social Security, Medicare, EINs, and payroll checks in one Excel summary.

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Bookkeeping & Taxes

Reconcile 1099-K Box 1a amounts with book revenue across processors using summary, monthly detail, dashboard, and instructions tabs.

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Bookkeeping & Taxes

Track fuel, insurance, repairs, registration, business use, and deductible vehicle costs for Schedule C using four organized Excel tabs.

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Bookkeeping & Taxes

Track equipment costs, business use, Section 179, bonus depreciation, MACRS, and year-one deductions for 2026 tax planning.

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Bookkeeping & Taxes

Calculate business-use square footage and compare home office deduction methods for a 2026 Schedule C return with four organized Excel tabs.

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