In each month you can enter transactions for two bank accounts and one credit card, for example:.You can run a sales tax report (using Pivot Tables) for the months of your choice.The drop down box is linked to the Rates box on the Control page. It includes sales tax columns for both income and expenses – go to the Control page, enter your sales tax rates and then on the monthly tabs simply select the sales tax percent from the drop down box for each transaction that applies to you depending on what country you live in.You must manually unhide the Sales Tax Data sheet (there is no password to unhide it), insert the number of new rows required in the correct month, and enter the formulas (copy from ones already in there) into those rows to pick up data from the monthly tabs. Note: if you insert new rows into the monthly tabs, the sales tax report will not be accurate because the source data has not been set up to include new rows. Open the accounting excel template and save it by going into ‘File’, ‘Save Copy’ or 'Save As' in Excel and give it a name of your choice and save it to your digital filing system.Go and check that folder to access the downloaded template. Once you click on the button the template will automatically download into the Downloads folder on your device.This can be customized to use with any financial year-end. To download the template, select (click-on) the blue button.
If you want a template without sales tax you can try my Excel Cash Book for easy bookkeeping.