Use This Free Business Expense Tracker Spreadsheet
Looking for the easiest way to record your business or self-employed income and expenses? We’ve got your back! Here is a FREE spreadsheet template that you can use with some nifty features:
Two different versions - GST/HST Registered Business, or NON-GST/HST Registered Business
Visual progress tracker bar - so you and your accountant both know when you are done!
Client notes column - perfect for reminders and keeping track of other important details
Links to Business Expense Tracker
Version for GST/HST Registered Business
Open spreadsheet. Sign-in to Google. IMPORTANT: Choose File > Make a copy.
Version for NON-GST/HST Registered Business
Open spreadsheet. Sign-in to Google. IMPORTANT: Choose File > Make a copy.
How to Use the Expense Tracker Spreadsheet
You’ll need a Google account to make a copy of the spreadsheet template.
Open the version applicable for your business (GST/HST Registered, or NON-GST/HST Registered).
The templates are View-Only; you’ll need to make a copy that you can edit. From the “File” menu at the top, click “Make a copy”.
Name your copy. Tip - if you will be sharing it with your tax preparer, put your name and the tax year in the title to make it easy for them to find.
Start filling in your business info in your copy. To see the visual progress bar, change the Status of any section to “Done” or “Not applicable”.
When you have completed all sections, the visual progress bar at the top will turn green. Feels good, eh?
How to Share With Your Accountant
From within YOUR COPY of the spreadsheet, click the Share button in the top-right corner.
Now they can check the spreadsheet and the visual progress bar to see if you are done. Cool beans. (accountant pun, get it?!)
Need Help Filing Your Business or Self-Employed Taxes?
If you live in Ontario, we can help you out. One of our highly experienced CPAs will make sure you get all the business write-offs available to you. We’ll provide you with a fixed price, too!
Learn more here.
