To save a file to your computer, right-click on link then “Save link/target as…”
I massively welcome any feedback on the usefulness or otherwise of these files especially when accompanied by suggestions for improvement.
Stationery etc…
Sales invoice- Very simple, minimalist, sales invoice that might be useful if you don’t already have one.
- Sales VAT Invoice
- Simple sales VAT invoice with the bare minimum of information required by law if you’re VAT registered and sell to someone who is similarly encumbered.
Petty cash vouchers- Don’t forget what you’ve spent cash on and when! Keep a bunch of these in your petty cash box to fill out and staple to your till receipts.
- Mileage log
- A simple mileage log to print out and keep in the glove compartment.
- Bank reconciliation statement
- Ensure your record keeping is accurate by reconciling your numbers with those on your bank statement.
Excel Worksheets
Analysed cashbook- Keep track of your income and expenditure in a format that easily translates to boxes on your tax return. (This is a very simple cashbook spreadsheet that does the bare minimum required of it but watch this space for improvements to come!)
- Rolling turnover worksheet
- Do you need to be VAT registered?
This worksheet tracks your rolling turnover so you can work out how close to the VAT threshold you’re getting. - Sales forecasting worksheet
- Forecast future sales to help with cash flow forecasting.
- Cash flow forecasting worksheets
- Forecast the future profitability of your business to ensure safe and reliable budgetting.
Impress your bank manager the next time you need an overdraft or loan. - Personal expenditure worksheet
- Work out the required drawings to keep you in the manner to which you’ve become accoustomed.
- Approved mileage calculator
- Calculate HMRC approved mileage rate expense allowances for cars & vans, motor cycles and bicycles.
- Mileage log worksheet
- Very simple mileage log worksheet.
- Bank reconciliation worksheet
- Ensure your record keeping is accurate by reconciling its numbers with those of your bank.
