Business Income & Expense Summary (Quarterly) on Excel

Business Income & Expense Summary (Quarterly) on Excel

$44.00

Keep your business finances organised without the overwhelm. This simple quarterly Excel spreadsheet helps you track income, expenses and GST, making BAS reporting easier and tax time far less stressful with a built-in Profit & Loss summary to keep you organised and tax-ready. Ideal for small businesses that want clear, reliable records but aren’t quite ready for accounting software yet.

Also great if you’re not registered for GST yet, just delete the GST amount!

Category:

Description

Get clarity over your business cash without the headache. This simple quarterly Excel tool helps you track your actual income, expenses and GST, so you can see where your money really goes (and yes, the numbers will tell the truth). Use it to stay on top of your finances throughout the year, make BAS reporting easier, and take the stress out of tax time.

Available in a quarterly format, perfect for straightforward business tracking without jumping into software too soon.

Includes:

  • Quarterly tracking of business income and expenses

  • GST tracking to support Quarterly BAS reporting

  • Automatically calculated Profit & Loss summary

  • Clear totals so you can see how your business is actually performing

  • Simple Excel format. No logins, no subscriptions, no fluff

This is for you if:

  • You’re a small business owner or sole trader

  • You want clear, reliable numbers without complicated software

  • You’re comfortable using Excel and like to keep things simple

This is not for you if:

  • You need payroll, invoicing or bank feeds

  • You’re running a complex or high-volume business

  • You’re already using full accounting software like Xero

Client feedback:

In my opinion, the spreadsheet was really helpful and easy to use. Shelley had set out the pages in a way that weren’t confusing even for someone like me who doesn’t normally use computers and can get lost on programs quite easily especially when I’m not overly familiar with them.
The Information page gave you everything you needed to be able to fill out your quarterly statements.

It ran you through what sections to put expenses, assets greater then $300, profit and losses, and even had a part on filling out subcontractors information
The best part for me was in the quarterly tabs it had a drop down bar that gave you suggested items that could be claimed as expenses such as, rent, phone bills, tools and many other. It also gave you an option to create your own expenses in the tab for those who have a more unique trade or business but I’m pretty sure she covers pretty much everything.

I’d highly recommend this program for anyone who is doing there BAS for the first time and is unsure on how to go about it. It would also be very useful for people who have done BAS statements in the past.

Absolutely give it 5 stars.

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