TRACK financial losses and related expenses 2020_SURNAME_First Name_20200318_ENG
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FORECASTED REVENUES AND EXPENSES INCURRED
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***To access and edit, DOWNLOAD the resource spreadsheet directly to your desktop computer, then edit from there.
Another option is to open the file in G-Drive / google sheets - click on File and select Make a Copy. You can then Save to your own G-Drive.
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NAME :SURNAME, First Name
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EMAIL : email@host.ca
This resource is adaptable to taxes across provinces. Do the following to be certain that taxes are calculated automatically on all three tabs:





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LAST UPDATED :15 Apr 2020
1) At the top of the FORECASTED REVENUES Tab, be sure to indicate whether you charge taxes to your clients/engagers, and what province you live in.
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DO YOU CHARGE TAXES :
SELECT YES/NO
*Select to ensure proper tax calculations
2) Select whether your listed expenses are taxable (YES/NO) in both the FORECASTED REVENUES and ADDITIONAL EXPENSES tabs.
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PROVINCE :SELECT PROVINCE
*Select to ensure proper tax calculations
Please do share with any of your national peers that may find it useful.
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# ITEM
DATE OF
ENGAGEMENT
CLIENT / ENGAGER
CLIENT.ENGAGER
CONTACT
CLIENT.PHONE/EMAIL
DESCRIPTION OF
ENGAGEMENT
FORECASTED
REVENUE ($)
CONTRACT
(Select
YES/NO)
WITHOUT CONTRACT,
SPECIFY
CANCELLATION
(date)
POSTPONED
(date)
(If applicable)
EXPENSE INCURRED
DESCRIPTION
EXPENSE INCURRED($)
(excl. tax)
TAXABLE
(Select
YES/NO)
FEDERAL TAX PROVINCIAL TAX AMOUNT
(taxes incl.)
NOTES
[Association, sector, or other]
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Example03/Apr/2020
School of the Brilliant Unicorns
Little Ponymajestic@help.gov.caGlitter performance 325.00 $ NoLow probability13/Mar/2020n/a Purchase of materials 14.99 $ Yes 0.75 $ - $ 15.74 $
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© Tau S. Bui 2020
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English translation, provincial update Pam Tzeng
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