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Excel templates for business and rental


#1

Here are a couple of Excel templates we use for T1 clients that bring in receipts that need to be categorized. Both have the ability to be imported into the appropriate schedules in TaxCycle.

Feel free to use and modify them to your needs.

Shoebox - Business.xltx (24.8 KB)
Shoebox - Rental.xltx (19.2 KB)


#2

Matthew

Thank you… this was my after tax project.

Martin


#3

Nice. :+1::+1: Thank you.


#4

Great Matthew. Like @martin, it was a project I had planned but hadn’t gotten to (and not likely to either). Thank you.


#5

Thank you , much appreciated! :slight_smile:


#6

You are BRILLIANT. And very generous! Thank you!


#7

@Matthew could you do a Farm Business worksheet Template? Much appreciated.


#8

I can probably modify the business one fairly easily. I will look at that when things slow down here.


#9

Thank you again! no problem waiting, completely understandable… :slight_smile:


#10

Matthew - Thank you. Clear, complete, easy to understand, and automatically populates what we need.


#11

Thanks Matthew! Great idea.


#12

Shoebox - Business1 - GST Registrant-1.xlsx (37.9 KB)

I had a small business client that was registered for GST. They provided a sales summary showing total sale, GST charged, and total charged on their invoices for the year but their expenses (just over 70 expense receipts were organized but not totaled.I simply edited the two columns for ITCs and GST on Sales. You can remove the two lines of entry (used in the attachment) for another master.)