Bookkeeping and Accounting Templates

Small business bookkeeping does not need expensive software, but it does need a structure. Income has to be recorded with the details that support it, expenses have to be sorted into the categories the tax return uses, and sales tax collected has to be tracked separately from revenue. When the records are organized that way from the start, year-end becomes a matter of copying totals rather than reconstructing a year of receipts.

The workbooks in this category are built for a named tax jurisdiction. Expense categories follow the lines on the relevant tax form, sales tax is tracked as it is collected and paid, and summary sheets total everything automatically. A guidance sheet explains how to use each tab, and example rows show the level of detail to record.

These templates help you keep records; they do not replace an accountant. Have a professional review your first year-end, and keep the receipts and documents behind every entry for the period the tax authority requires.