2027 Bookkeeping and Tax Organizer
A 9-sheet Excel and Google Sheets workbook for income, expenses, mileage, inventory and monthly totals, plus a 13-page companion guide. A record-keeping tool; no tax rates, not tax advice.
Price: $9.99 (one-time, digital download). Family: Trackers and workbooks.
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What is included
- 2027 Bookkeeping and Tax Organizer (Excel workbook, works in Microsoft Excel and Google Sheets)
- Bookkeeping Companion Guide (PDF, 13 pages)
- Start Here guide
Look inside (live preview)
This is a real sample of the product file: the first 4 of 13 pages. Scroll it here, or open the sample PDF in a new tab.
Inside the workbook
Sheets: Start Here, Settings, Income, Expenses, Mileage, Inventory, Monthly, By Category, Tax Prep. Column headings on the main sheets:
| Sheet | Columns |
|---|---|
| Settings | Sales channels (edit), Expense categories (edit), Paid with, Yes / No, Item status |
| Income | Date, Channel, Order / ref, Item or description, Gross sales, Shipping charged, Sales tax you collected, Refunds, Fees (platform and processing), Net received, and more |
| Expenses | Date, Vendor, Category, Description, Amount, Paid with, Receipt kept?, Business use % (blank = 100%), Business portion, Notes, and more |
| Mileage | Date, Purpose, From, To, Miles, Amount (miles x rate), Notes, Totals |
| Inventory | Item, SKU / tag, Bought from, Bought (date), Cost, Status, Listed (date), Sold (date), Sale price, Fees and shipping paid, and more |
| Monthly | Month, Gross sales, Shipping charged, Refunds, Fees, Cost of items sold, Business expenses, Mileage amount, Estimated profit, Sales tax collected (not in profit) |
| By Category | Category, Total spent, Business portion, Rows, Channel, Gross sales, Shipping charged, Refunds, Fees, Orders |
| Tax Prep | #, Item to gather, Done?, Where it is / notes |
What you need
Excel or Google Sheets.
How AI was used
Designed by ALLORNOTHINGHQ. The layout and workbook were generated with AI assistance (code and layout) and reviewed by the shop owner. Fonts are open-source (SIL OFL). See the AI use statement.
License
Personal use for your own business records, one buyer. Read the full Product License. Refunds are covered by the Refund Policy.
Limits
This is a planning and record-keeping tool. It is not legal, tax, safety, financial or professional advice. See the Disclaimers.
Where to buy
Buy direct from ALLORNOTHINGHQ. These open our own store checkout, a secure page run by the payment provider. This website never sees your card or PayPal details.
Price: $9.99 on our own store. Marketplace prices can differ slightly (Ko-fi uses whole dollars).