Biz Profit Tracker [Plus].xlsx

	B	C	D	E	F
1	Biz Profit Tracker+
2	Created JUST FOR YOU by:
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4	Candie Conat - Master Bookkeeper
5	www.mybackofficecoach.com
6	facebook.com/mybackofficecoach
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8	How To Use This Sheet:
9	👍Keep the original copy of the spreadsheet to use year after year. HOW TO: Click on File and then MAKE COPY. Name the copy for the year you will be tracking. At the start of each new year, go back to the original & make another copy with a new name for that year.
10	👍This spreadsheet has a page for each month. On each page you will find a section for income and a section for expenses.
11	👍ALL totals are all PRE-SET with formulas to calculate your numbers. DO NOT type over them or things will not work correctly.
12	👍After all information for each month is entered, you will have a clear picture of your income and expenses and also your NET (that is what is left after you pay all the business expenses).
13	👍Scroll down on each page to see all information.
14	👍EXTRA TABS: Scroll all the way over to the right to see ALL OF THE TABS AND other HELPFUL TOOLS!!
15	👍Do your best to keep the sheet up-to-date EACH MONTH. At the very least, update it per quarter.
16	👍At the end of the year, you will have this wonderful, complete picture of your business that you can provide to your tax preparer!
17	👍Use the income section to track your customer invoices and if they are paid or unpaid/past due. If you sell a product that requires you to collect sales tax, there are columns included for that. Proper tracking and payment of sales tax is VERY IMPORTANT!
18	👍Keep in mind, there are always additional tax deductions, expenses and other items that can affect the "net income". Things like asset depreciation, home office deductions, mileage, work reimbursements and more will affect your final bottom line and taxable income for income tax filing - that is why using a competent tax preparer is always important - don't miss the deductions you have coming to yo
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20	For easy reference, please complete the information below.
21	Having this information readily available with make things easier at tax prep time!
22	Company Name:
23	Tax Year:	2026	Note: This field is used on following pages.
24	Federal ID#:
25	Website:
26	Email:
27	Phone Number:
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29	Keep track of your estimated tax payments here:
30	Estimated Tax Payments	Federal Tax Payments	State Tax Payments	Amount Paid	Date Paid
31	Quarter 1
32	Quarter 2
33	Quarter 3
34	Quarter 4
35	TOTAL:	0	0	0
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