=?Utf-8?B?TGluZGEzNg==?= said:
My husband is a self employed builder and I need to record his Income
& Expenses for Account and tax purposes . I would like to find a
template to help me.
As a self-employed consultant, a simple Excel workbook has worked for me:
- One sheet lists payments received by payer, description,
check number, and date; and sums them.
- A second sheet lists expenses:
Each row is an expense.
Each column is a category on Schedule C, so I can just sum the columns
at tax time.
There are also columns for "Date," "Payee," "Description," and
"How paid."
There's also a column for auto mileage.
The idea came from an old-fashioned expense-report form.
Your situation might be more complicated, especially if there's inventory
involved. If so, you might consider using software such as Intuit
QuickBooks.
(I'm not a CPA or other financial professional.)
