Accounting Small Business Finance Bookkeeping Self Employed Excel Spreadsheet


Small Business Finance and Accounting Microsoft Excel workbook.

Include Tax and NI rates from 2012/2013 to 2022/2023
Include the 2022/2023 Tax and NI rates.

Are you a small business, sole trader or Contractor looking to keep track of your daily bookkeeping activities? Then look no further than this listing. This Microsoft Excel template is prefect for just that. With its's easy to use interface you can take the hassle and manual process out of managing your Account. You store income and expenses with a click of a button all in one place.

This template is simple to use and required NO Microsoft Excel knowledge as this is all taken care of within the template. As you can see from the listings photo you have a set of simple but detailed screens to help you keep everything up dated. This comes with a complete guide with screenshots explaining how to use this product.

Custom Microsoft Excel ribbon that holds all the buttons. No flicking around tabs, get to what you need quickly and easily.

Once you have started to enter income and receipts each of the tabs will automatically calculate. You can even store customer details for quick linking to income.

Buy with confidence with a long and established eBay, Etsy, e-junkie digital seller. Over 10+ years of excellent feedback and returning customers.

Workbook Contents
  • Easy to use, no prior Microsoft Excel knowledge and easy data entry forms.
  • Ready to use upon opening, no set-up required
  • How-to guide provided
  • Saves all you income and receipts in one place.
  • Three summary sheets (SA103S Self Assessment Short Tax form, Profit and Loss (Balance Sheet) Statement annually and monthly. HMRC Tax and NI deductions. / Take Home. All ready to help you complete your end of year tax assessment online or paper copies.
  • Add you own business logo
  • No extra ongoing costs
  • Customised Categories for Income Types and Receipts.
  • Add percentages for personal use on receipts.
  • Store and associate customers to types of income.
  • Custom ribbon unique to this template.

At the moment the rates are only for England and Northern Ireland for small or medium sized business, sole traders that are non-VAT registered.

This template can be used year on year and Tax and NI rate go back to 2012/2013 to 2022/2023.

If there is anything else you would like to know please don't hesitate to contact me.


All new versions are FREE within the Tax Year purchased. This item has been designed, developed and released by me (Excel Template).


IMPORTANT: You will need:Laptop/PCWindows Operating System Full version of Microsoft Excel 2010 onwards.

This will not run using a Mac or Open Office for example.


If you have any problems or questions please contact us.