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UK Version
Profit Loss Report Spreadsheet
Simple Expense Organizer

As requested by our UK friends, here's a simple way to organize UK small business income and expenses. Be ready for tax season. Don't send your hard-earned money to the tax collector because you don't have an accurate record of your qualified deductions.

Select currency symbol.

This brilliant Excel spreadsheet is a simple alternative to accounting software for a small business to organize and track income and expenses. Designed to save you time and money. And, YES, it may even help reduce Tax Time headaches. This spreadsheet will make it easier for you or your tax preparer to fill out tax forms when tax time rolls around.

Combine the power of a computer with the ease of a calculator. If you've outgrown the receipt shoebox organization method, but are not quite ready for full-blown accounting software, this spreadsheet is for you!

Organized for UK tax year.

UK Profit Loss Report Spreadsheet

  As simple as...
  1. Enter company data.
  2. Enter income & expenses.
  3. View summary report.
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Small Business - Home Business - Self-Employed

1.   Enter Data.
Profit & Loss Report Data Entry Page screen shot
click for larger image
No complicated setup to customize your report. Be ready in a few minutes.
  • Company Name: Name you want to appear on the report.
  • First Tax Year: Beginning of current tax year to show up on the report and monthly expenses pages.
  • Contact Person: Name you want to appear as the point of contact for the report.
  • Contact E-mail: E-mail address, phone number or any other method to reach the contact person.
  • Vendor Names & Income Sources: list of vendors and income sources. Add them to the list one time (at any time), then just select from a list when you enter their expense or income. Add as many rows as you need for your list.
  • Currency Symbol: Select the symbol you would like displayed in your reports. (e.g = Pounds, € = Euro, $ = Dollars)
  • Customize headings: Change the headings for the entry categories. Includes main and sub-titles.

2.   Enter Expenses.
Monthly Expenses screen shot
click for larger image
Easily organize income and expenses for business management and tax preparation.
  • Date: For each month, enter the date of your income or expense.
  • Ref #: Enter reference or check number, CASH, CC, or other method of payment.
  • Income: Enter income by up to six different sources.
  • Vendor Names & Income Sources: Use drop-down list to select the vendor or income source. Add new vendors and sources on the Data tab at any time, so you only have to type their name one time. You even can filter by vendor name with only two clicks to see expenses or income by specific vendor.
  • Categories: Include up to six income sources. Expenses and Cost of Goods are organized for U.S. Self-Employment tax form, but you can change headings to anything you like from the Data tab.
  • Comment: Add a comment about 'other' expenses or whatever you like.

3.   View Report.
Profit & Loss Report screen shot
click for larger image
Save time and increase accuracy. Totals are calculated automatically for you.
  • Report heading: See tax years, company name, and contact information in report heading.
  • Profit-Loss: Automatically calculates and shows if you have a Profit or Loss for the year. Instantly updates when you add new expenses or monthly income.
  • Income: Displays income for the month for up to six income sources. Immediately see your Profit-Loss status, as well as quarterly and yearly totals.
  • Expenses: Automatically organized by month, quarter, and year. See everything at a glance.
  • Cost of Goods: If you sell products, the report will show you what it cost you to acquire the products. You will see purchase, materials, labor, and other organized by month, quarter, and year.
  • Pie Charts: Report page displays pie charts for Income, Expenses, and Cost of Goods Sold. Automatically updates in real-time.

Quick and Easy Navigation
Easily select profit-loss report or monthly expenses by clicking on appropriate tab.
  • Select report, data entry page, or specific month by clicking on a tab.
  • No complicated navigation required.
  • Brilliant! Everything is quick and easy.
NOTE: You must have a spreadsheet program on your computer to use the Profit & Loss Report Spreadsheet. It will not run without appropriate software (e.g. Microsoft Excel or Open Office Calc).

UK Profit Loss Report Spreadsheet

  As simple as...
  1. Enter company data.
  2. Enter income & expenses.
  3. View summary report.
Money-Back Guarantee
Buy Now - Credit Card, Bank, PayPal

  DynoTech Software
  1448 Kent Street
  St. Paul, MN   55117-3509   USA
(612) 235-7253

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