Small Business Bookkeeping and Tax Spreadsheet, Sole Proprietor Income Expense Tracker, Profit and Loss, Excel Google Sheets Template

Small business bookkeeping and tax spreadsheet, built so you type in one tab and nothing else needs touching.

You type in one sheet. Everything else fills itself in. Log a transaction — date, description, category, income or expense, amount — and your profit and loss statement, your quarterly tax estimate and your dashboard update on their own. That is the whole job.

Most bookkeeping templates need a tutorial before you can start, or one stray keystroke wipes a formula and you do not notice for three months. Every formula cell here is locked, so the only cells you can type in are the ones you are supposed to.

WHAT’S INSIDE — 5 TABS

1. ✓ Transactions — the only tab you type in. 500 formatted rows, with category and type dropdowns.
2. ✓ P&L — month by month, income and expenses by category, with a year total column.
3. ✓ Quarterly Tax — Q1 to Q4 summaries and a set-aside calculator; you set the rate, so nothing goes stale.
4. ✓ Dashboard — this month, year to date, and your top five expense categories. Read-only, because it is all automatic.
5. ✓ Read Me First — 60-second setup and where to rename your categories.

KEY FEATURES ✓ Locked formulas. Grey cells hold the arithmetic and are protected; yellow cells are yours. No password is set, so you can unlock any sheet. ✓ Dropdowns everywhere — category and income-or-expense are picked, not typed, so your P&L never splits one category into three. ✓ Rename anything. Your categories are yours; every dropdown and total follows automatically. ✓ A 3-page quickstart PDF is included, because “where did my file go” should not be the hard part.

PERFECT FOR sole proprietors, freelancers and 1099 contractors, online sellers, consultants, and anyone whose books are currently a shoebox.

PLEASE NOTE. Digital download; nothing is shipped. Personal and internal business use, no resale. A cash-planning and record-keeping tool, not tax advice — your accountant’s numbers win, and every rate is a cell you set.

The listing images use demonstration names and numbers. The download is the reusable template, with entry rows ready for your own work.

WORKS WITH XLSX format. Excel and Google Sheets behavior has not been independently verified. Google Sheets: import the .xlsx with File > Import > Upload. This conversion has not been independently verified; keep the original as a backup and spot-check key totals and times. Use a larger screen when reviewing full tables.

HOW TO DOWNLOAD

1. Buy. Delivery is instant — nothing ships.
2. Open the marketplace download page after checkout. Account buyers can also reopen the order from their purchases or library; guest buyers use the receipt-email link. If the app shows no download button, use a browser.
3. Download the workbook and the 3-page quickstart PDF.
4. Fill in the yellow cells. You are running.

SUPPORT. The address currently monitored for Lark Paper questions is [email protected].

Not what you expected? Message us within 30 days.

AI DISCLOSURE. AI tools helped build the formulas, layout and wording.

Add to cart and start tonight.