Freelance Bookkeeping/Tax Tracker Spreadsheet | Google Sheets Template | Australia Specific | Ultimate

Make accounting a breeze for your freelance/sole trader business with this spreadsheet template that will track all of your income, expenses, taxes and more. Includes a guidebook on how to use the spreadsheet. This is the ultimate version of this template, with nine pages for tracking a broad range of information. This is designed specifically for the Australian taxation system, if you are based elsewhere please see my shop for the universal version of this template.

Includes complete guidebook on how to use the template.

This template includes the following pages:
Overview: See a snapshot of your entire financial year, summarising your total income, expenses and graphs breaking down the key insights. See how close you are to your goals as the year progresses and know if you are on track to meet your targets.
Invoices: Log all the invoices you are sending to your clients, track your total earnings, and figure out how much to pay yourself after withholding set percentages for tax and other obligations.
Expenses: Keep track of all your business expenditure, and create custom categories to see what your expenses are going towards.
Clients: Use this page as a database to store key information for the clients you work for, including your contact person, agreed rate and business information that you will need for sending invoices.
Setup: This sheet is fully customisable to your needs, so you can use the setup page to make the template specific to you. Decide tax rates and any other withholding rates that you need to account for, set targets for income and expenditure and set the start and end date for the financial year you wish to track so you can use this sheet again and again for each subsequent year.
Finances: View a profit & loss summary for the full year, per quarter or per month. See how your withholding amounts compare to the actual payments made for each category.
Invoice Template: Gathers information from your other pages to prefill client information to make invoice writing easy. Automatically sums up add ons and totals, and calculates the invoice due date.
Payments: Log any payments made for obligations such as taxes, GST and superannuation.
Asset Register: Store information of the cost and date purchased for major expenses.