Don't pay $600+ for software or waste time making your own spreadsheet when you can get our ...

Australian Advanced Bookkeeping Template For Excel or Google Sheets

Built for Australian small businesses just like yours!

Get Everything You Need

In our powerful Done-For-You Excel or Google Sheets template specifically designed for Australian Small Businesses!

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Australian Business Settings

The template is built specifically for small businesses in Australia, with GST and financial year requirements in mind:

  • Start by popping in your Business Name to show on reports.

  • The 10% GST Rate has been set but you can change it if you need to.

  • Pick the Start Date of your financial year and the template fills in the rest!

  • Choose your own Period Names to suit how you want the reports to look.

Chart of Accounts

Understand your cash flow better by tracking revenue and expenses by category:

  • Create up to 15 Revenue categories.

  • Create up to 50 Expense categories.

  • Create up to 5 Asset Purchase categories.

  • Choose whether GST applies to each revenue, expense and asset purchase category.

  • Track Revenue by product (e.g. iPad cases), sales channel (e.g. Etsy), or any method that suits your business.

  • All the categories you add will show up in a handy Drop-Down Menu when entering transactions.

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Transactions

Keep track of every business transaction by entering all the details in one convenient place:

  • You can have up to 20,000 transactions!

  • Thanks to built-in error detection, only Correct Dates within your financial year can be entered.

  • GST is Automatically Calculated so you don't have to do it yourself!

  • Enter an Overriding GST amount if the automatic calculation isn't right.

  • Pick the right revenue, expense or asset puchase category from a handy Drop-Down List based on your Chart of Accounts.

  • Pop in an optional Reference Number, such as an invoice number, if you have one.

  • You can also add Hyperlinks to files stored locally or in the cloud, like Google Drive.

  • The template’s Error Checking will remind you if important info like dates or amounts is missing.

Income Statement

Quickly see how profitable your business is with the detailed Income Statement that breaks down numbers for:

  • Every Revenue and Expense category line by line.

  • Subtotals for Total Revenue and Total Expenses.

  • Each individual Month.

  • Totals for all four Quarters.

  • Total of the Full Year.

  • Total Profit/(Loss) for each month, each quarter and for the full year.

  • Year-To-Date Profit/(Loss) for each month, each quarter and for the full year.

  • Profit/(Loss) as a percentage for each month, each quarter, the full year and year-to-date.

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Dashboard

A simple, uncluttered dashboard presents a clear visual snapshot of your business performance, displaying:

  • Year-To-Date totals for Income and Expenses.

  • Year-To-Date Profit/(Loss) as a number and percentage.

  • Total GST incurred.

  • A chart that shows Profit/(Loss) by month.

  • A chart that shows Year-To-Date Profit/(Loss) by month.

  • A chart that show Income vs Expenses by month.

  • A chart that shows year-to-date Income by category.

  • A chart that shows year-to-date Expenses by category.

Summary Report

Your accountant will find the Summary Report perfect for tax time, showing year-to-date numbers for every Revenue, Expense, and Asset Purchase category:

  • Each revenue and expense category.

  • Total Revenue and Expenses.

  • Each Asset Purchase category.

  • Total Asset Purchases.

  • Total Transactions including GST.

  • Total GST separated out.

  • Total Transactions excluding GST.

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GST Report and Calculator

Need to pay GST for your business? Our template automatically calculates everything required for your Simpler BAS returns:

  • All key numbers by month, quarter and full year.

  • A handy GST Query tool you can use to get all the key numbers by whatever date range you like.

  • Total Revenue by month, quarter and full year that you can use for BAS Label G1.

  • GST on Sales (inc GST) by month, quarter and full year that you can use for BAS Label 1A.

  • GST on Purchases by month, quarter and full year that you can use for BAS Label 1B.

  • The Net Amount of GST you need to pay or will receive as a refund by month, quarter and full year.

Error Checking

The template’s error checks and protections make sure you input the right data and keep important formulas or functions safe from accidental deletion:

  • Any cells with incorrect data will be Highlighted Red so you can spot them quickly.

  • You’ll see Error Messages that remind you to double-check if something’s wrong.

  • Important cells with formulas are Locked and Protected, so they can’t be accidentally edited or deleted.

  • Transactions won’t show up in your reports until every detail is filled in correctly and without error.

  • Example: only dates within your financial year will be accepted.

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Video Instructions

A full Video Tutorial makes it simple and fast for you to get up to speed with using the template:

  • Download a copy of the template.

  • Set up your business in the template.

  • Enter a variety of different transactions.

  • Sort your transactions in date order.

  • Easily find and fix errors.

  • And more!

PDF Instruction Book

To go with the spreadsheet, there's a useful PDF Instruction Book available to download, making it easy to:

  • Quickly reference steps without watching videos.

  • Have offline access to instructions anytime.

  • Print it and write in your own notes if you prefer.

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Excellent Instructions

"Can not thank you enough for this spreadsheet and the tutorial. I appreciate you so!"

AXELLE - YouTube Comment

testimonial 2 australia bookkeeping template

Best Spreadsheet Available

"This is the best spreadsheet available. You made it so easy to change the Category Names."

BRAD - YouTube Comment

Hi, I'm Mark Cunningham

And I built this template so you don't have to!

After spending too much money on fancy bookkeeping software, I've returned to using my own spreadsheet to do my business' bookkeeping.

Now I save $600 each year and I don't have to spend hours of my precious time learning how to use Xero or Quickbooks.

I want you to be able to do the same, so I created the Small Business Bookkeeping Template for Australia so you can:

  • Save thousands of dollars over the years

  • Save hours of your precious time

  • Avoid the cluttered Etsy templates

  • Easily calculate GST for your BAS returns

  • And more!

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Spoilt for Choice

"It’s well worth the price as using your spreadsheet means you can do your tax each day if needed or weekly, monthly or quarterly. Spoilt for choice :)"

STEVE - Shopify Seller

testimonial 4 australian bookkeeping template

Saves Time and Money

"I run a restaurant and don't have time to create a bookkeeping template and I don't have money to spend on software. It's all draining. This is good!"

SUGI - Restaurant Owner

Smarter, Simpler Bookkeeping

Why this template is perfect your Australian business ...

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Easily Affordable

Say goodbye to expensive software! You'll Save a Fortune compared to pricey bookkeeping software like Xero or Quickbooks.

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Uncluttered Design

Unlike the Etsy Templates, our design is clean and intuitive. No unnecessary graphs or budgets – just straightforward bookkeeping.

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Built for Australia

The template is designed for small businesses in Australia just like yours so you can get the numbers for your BAS returns!

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Easy to Learn

Our template is user-friendly and easy to understand. With Full Instructions, you'll be up and running fast.

So don't spend $600+ on software or waste time making your own spreadsheet when you can get our ...

Small Business Bookkeeping Template for Australia

For a very affordable one-time payment of only $37 AUD.

EXCEL VERSION

$37

AUD one-time payment


  • Do your bookkeeping in Microsoft Excel

  • Built for Australian small businesses

  • 15 Income categories

  • 50 Expense categories

  • 5 Asset purchase categories

  • 20,000 Transactions

  • Full Video and PDF instructions

  • GST calculations with Monthly, Quarterly and Annual numbers

  • Income Statement with Monthly, Quarterly and Annual numbers

  • Dashboard with key numbers and charts

  • Summary Report for your accountant

  • Built-in Error Checking

SHEETS VERSION

$37

AUD one-time payment


  • Do your bookkeeping in Google Sheets

  • Built for Australian small businesses

  • 15 Income categories

  • 50 Expense categories

  • 5 Asset purchase categories

  • 20,000 Transactions

  • Full Video and PDF instructions

  • GST calculations with Monthly, Quarterly and Annual numbers

  • Income Statement with Monthly, Quarterly and Annual numbers

  • Dashboard with key numbers and charts

  • Summary Report for your accountant

  • Built-in Error Checking

Got Questions?

We've got answers!

Who is this bookkeeping template for?

This bookkeeping template for Excel and Google Sheets is designed specifically for Australian businesses. No matter what type of business you're in, you can use this template to do basic bookkeeping, particularly if you have a new business or a small, uncomplicated business.

Do you have templates for other countries?

We also have specific templates for the UK and Canada and a "global" template for all other countries. If you want to request a template for your country please send us a message via the form on our Contact page.

Can I use this template in Microsoft Excel?

Yes you can! Simply click on the button to choose the Excel version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can download a copy of the Excel file.

Can I use this template in Google Sheets?

Yes you can! Simply click on the button to choose the Google Sheets version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can make a copy of the Sheets file.

Will the template calculate GST?

This template calculates GST based on the tax rate entered when setting up your template. When setting up your chart of accounts, you can choose whether GST applies to each individual revenue, expense or asset purchase category.

Are there ongoing payments?

No. You only need to buy the template once. You can then make as many copies as you like to use to multiple businesses and/or multiple financial years.

Do you offer support?

If you have a question simply contact us using the form on our Contact page.