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Profit & Loss Templates


Profit & Loss Excel Templates Reports Profit and Loss

Profit & Loss Report Spreadsheets

Created by a senior developer, this Excel spreadsheet is a simple alternative to accounting software for a home business to track expenses. It is organized to make it easy for you or your tax preparer to fill out U.S. Schedule C (Self Employed Tax Form) when tax time rolls around. Home Business, Small Business, Self Employed. Outgrown the shoebox organization method, but not ready for accounting software? This is for you!

1) No complicated setup to customize your report. Be ready in a few minutes.

Company Name: Name you want to appear on the report.
Tax Year: Current tax year to show up on the report and monthly expenses pages.
Contact Person: Name you want to appear as the point of contact for the report.
Contact E-mail: E-mail address, phone number or any other way to reach the contact person.
Vendor Names: List of vendors. Add them to the list one time (at any time), then just select from a list when you enter their expense. Add as many rows as you need for your vendor list. Sort names with one click.
Currency Symbol: Select the symbol you would like displayed. (e.g $ = Dollars, = Pounds)
Customize Headings: Change the headings for the entry categories. Includes main and sub-titles.

Enter Data

2) Easily organize income and expenses for business management and tax preparation.

Date: For each month, enter the date of your income or expense.
Ref #: Enter reference or check number, CASH, CC or other method of payment.
Vendor Name: Use drop-down list to select the vendor. Add new vendors on the Data tab at any time, so you only have to type their name one time. You even can filter by vendor name with only two clicks to see expenses or income by specific vendor.
Categories: Expenses and Cost of Goods organized like you need them for Schedule C (U.S. Self-Employment tax form). Change to anything you like from the Data tab.
Comment: Place to add a comment about 'other' expenses or whatever you like.

Enter Expenses

Save time and increase accuracy. Totals are calculated automatically for you.

Report Heading: See tax year, company name and contact information in report heading.
Profit-Loss: Automatically calculates and shows if you have a Profit or Loss for the year. Instantly updates when you add new expenses or monthly income.
Income: Displays income for the month. Immediately see your Profit-Loss status, as well as quarterly and yearly totals.
Expenses: Automatically organized by month, quarter and year. See everything at a glance.
Cost of Goods: If you sell products, the report will show you what it cost you to acquire the products. You will see purchase, materials, labor and other organized by month, quarter and year.
Pie Charts: Report page displays pie charts for Income, Expenses and Cost of Goods Sold. Automatically updates in real-time.

View Report

Profit Loss Report Spreadsheet $29.95 Payment Problems/Options 30 Day Money Back Guarantee

NOTE. Requires MS Excel 2000 or higher. Works with Vista and Office 2007. Macros may not work with Open Office or MAC systems.

Special ! Free Choice of Complete Excel Training Course OR Excel Add-ins Collection on all purchases totaling over $70.00. ALL purchases totaling over $150.00 gets you BOTH! Purchases MUST be made via this site. Send payment proof to [email protected] 31 days after purchase date.

See Also: Excel Templates Index & Finance Templates Gold Edition

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