Equal Figures Bookkeeping

Business & Accounting Spreadsheets

Trades Person Accounts (Excel not required)

Whatever trade you are in it is essential for you to keep your business finances in order. This spreadsheet bookkeeping system will help you record all your expenses and income as well as help you complete your own self assessment each year. Although it has been designed in Excel, it can also be used with open source spreadsheet applications such as 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.

Use the system year after year - 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 iPad/android tablets.

Income & Expenses Sheet

The system has a sheet per month for entering data. You simply add the date, select the reason from a drop down list, ie material costs, fees, vehicle costs, telephone, and enter the amount. The P&L Summary Sheet and the Self Assessment Draft sheet will update automatically

There is a running total on each sheet to show total income and expenses for the month, as well as cumulative figures.

Annual P&L Sheet

The P&L sheet will be automatically updated following any entries made in the monthly sheets. It shows running totals, both per month and cumulative, by category, as well as grand totals for all expenses, again by month and cumulative. The sheet will also show your profit.

All cells are password protected to prevent accidental deletion of formula.

Minus figures are shown in red.

Self Assessment

The self assessment sheet automatically updates when entries are made in the monthly expenses and income sheet.

The figures on this sheet will show the figures you need when you to complete your own annual tax return, whether you use the paper HMRC form or complete on-line.

Allowable Expenses

Allowable expenses are the costs of any outgoings relating to your business that you pay out in the course of earning business profits.

You cannot claim for non-business or personal items, such as entertaining. You can still enter these on the spreadsheets under a category of your choice, however, the costs will not be added to the draft assessment.

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)

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