Equal Figures Bookkeeping

Business & Accounting Spreadsheets

Self Employed Accounts (Can be used on iPads/Android Tablets)

This is a bookkeeping spreadsheet system set up for a self employed Driving Instructor and can be used on Tablets as well as laptops and PCs. It is designed to help you keep the financial side of your business under control and to make completing your own self assessment easier. You will need to ensure you have relevant spreadsheet Apps or Software relevant to your device, ie Documents to Go by Dataviz.com or WPS Office (android), Numbers from Apple (iPad). If you wish to use it on a PC it will work with Microsoft Excel, Google sheets or openoffice.org.

We have versions with and without VAT calculations, and also a version for those who have opted for the Flat Rate VAT scheme.

The system can be used year after year and there is no need to purchase further copies.

Immediately after purchase you will be taken to a download page where there will be links to the following files:-

The spreadsheets are easy to use and come with instructions. For other versions both for Excel and non-Excel - see for Excel, and also for Non-Excel.

Income & Expenses Sheet

There is one sheet per month.  You simply add the date, select the reason from a drop down list, (ie fees, fuel, telephone)

Each sheet has a running total of income and expenses for the month.

The amounts are then transposed both to the P&L Summary Sheet and the Draft Self Assessment Sheet and will help you to keep a track of your annual expense

Annual P&L Sheet

The amounts on this P&L sheet will be automatically updated following any entries made in the monthly sheets. You will be able to clearly see running totals per month and also for the whole year for each category, as well as total income and total expenses per month and for the whole year.

All cells are password protected to prevent accidental deletion of formula. Minus figures are shown in red.

Minus figures are shown in red.

Self Assessment

Because the categories on the Summary sheet have been set up to match the self assessment tax return(either paper or on-line), you simply transpose the total figures over to your tax return, ie vehicle costs (including fuel, MOT, etc, and office costs, (including telephone, advertising etc.

The vehicle and phone costs are multiplied by the relevant % for business v personal use, which you set at the start.

Allowable Expenses

AAllowable expenses are the running costs relating to your business, eg office costs, travel costs, stock purchased, costs of your business premises - costs that you pay out in the course of earning business profits.

Capital Allowances

Capital expenditure is another allowance on the cost of purchasing assets that you will keep for your business and that would be necessary in order for you to make a profit. (...read more)