#BEST EXCEL RECEIPT TRACKER PC#
#BEST EXCEL RECEIPT TRACKER DOWNLOAD#

“Just spent most of today entering my 2020/21 figures and it has gone very well. Such a handy little tool to have, especially for smaller-scale sole traders such as myself.”

“Thanks so much for this handy spreadsheet tracker! I am absolutely clueless when it comes to excel and have zero understanding of it, so being able to access your income tracker has been a godsend. Your Profit and Loss statement is now ready, all picked up from your categorisation when you entered your data.Īnd it’s also clear which number should be written in which box on the SA103S form. This is produced automatically with formulas pulling together the numbers from the data you’ve entered. See the breakdown for your own named expenses accounts across the year. Sorting by description makes this process really fast as most of us have repeated transactions throughout the year. You’ll then give each line its HMRC expense category. You can then go through your receipts and either match them to a bank statement line, or add on a new line as a cash transaction.

#BEST EXCEL RECEIPT TRACKER DOWNLOAD#

I find it beneficial to download a transactions file from your bank and copy and paste those in here. Your expenses are added on the next screen. Your income is added on one screen and categorised using a dropdown. So, in the setup you’ll create a list of all the categories, or expense accounts, you’d like to track in your own business and then, using a dropdown list, you’ll assign the overall HMRC category that you’d like to roll them up in to.

This spreadsheet uses the identical categories that HMRC use on form SA103S, to make it simple for you to complete.Īt the same time I know you might want to analyse your own expense categories in a little more details.

#BEST EXCEL RECEIPT TRACKER PC#

THE SPREADSHEET WILL WORK ON THE DESKTOP VERSION OF MICROSOFT EXCEL ON BOTH A WINDOWS PC AND A MAC If your annual business turnover is less than the VAT threshold for the tax year then when completing your self-assessment tax return you can use the supplementary form SA103S(short) to record self-employment income on your SA100 tax return. You can track your numbers, produce a profit and loss statement and have the figures ready for your annual self-assessment tax return. This is a simple, one year, business income and expenditure tracker for freelancers and sole traders, under the VAT threshold, and using the financial year as an accounting year. If your accounting needs are quite simple – and you want to make the job of organising your invoices and receipts in to a profit and loss statement, and having the right numbers for the right boxes on the self-employment tax return, super duper easy – then you need to have a copy! You can be sure that the formulas are correct and that once you’ve given each expense a category your numbers are ready to use. So I’m making it available to you, because I know it will save you loads of time compared to setting everything up from scratch. It’s the same one I use when I help my clients but of course I can’t prepare everyone’s tax return for them. WELL I HAVE A SYSTEM FOR THAT, AND OF COURSE IT’S A SPREADSHEET! ⭐ You’re going to need to put them in to some kind of organisation so you can pull out the right numbers. It’s that time of year again, time to fill in your tax returnĪnd now you realise that all those receipts and documents, that you’ve been promising yourself you’d sort out all year, are still in a carrier bag, still in your “in” tray, or screwed up at the bottom of your bag.

Best excel receipt tracker