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Bitrix24 Small-business bookkeeping · Excel · Schedule C
Small business bookkeeping spreadsheet — one transaction log, monthly totals and tax categories
Short answer. Record income and expenses with a receipt or statement reference, see monthly net profit, and prepare categories for Schedule C review. Business records: keep records that support income and expenses and retain supporting documents (IRS Publication 583).
- Reconcile the month within one weektype the date
Check your own case.
A bookkeeping routine, not an IRS deadline.
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Small-business bookkeeping · Schedule C
See income, expenses and net profit before tax time
Enter the totals from your records for a quick check, then use the spreadsheet for each transaction, monthly totals and Schedule C expense categories.
- Record every business transaction and keep its receipt or statement reference.
- Reconcile the log to business bank and card statements each month.
- Confirm Schedule C categories and deductibility against current IRS instructions or a tax professional.
Recordkeeping aid only. It does not decide whether an expense is deductible and does not prepare or file a tax return.
Lida, Layers template assistant
One transaction log gives every monthly total a trail back to a receipt or statement.
Schedule C categories are a review aid, not an automatic deduction decision.
Deadlines
The rules, with the source
| What | Deadline | Source |
|---|---|---|
| Business records | Keep records that support income and expenses and retain supporting documents | IRS Publication 583 |
| Schedule C | Report profit or loss from a sole proprietorship and classify business expenses in the applicable lines | IRS Schedule C and instructions |
| Monthly reconciliation | Compare the log to business bank and card statements; investigate differences | Workbook workflow |
A spreadsheet organizes records; it does not establish deductibility or replace tax forms, current instructions or professional advice.
Step by step
What to do, in order
1
Record every transaction
Date, description, income or expense, category, payment account, reference and amount.
2
Reconcile monthly
Match the log to statements and review missing receipts, duplicates and personal items.
3
Prepare the return
Review Schedule C categories against current IRS instructions and confirm uncertain items with a qualified tax professional.
Questions
Is this bookkeeping spreadsheet free?
Yes. Download the XLSX workbook and the filled examples without signing up.
Does it calculate monthly profit?
Yes. The Summary sheet totals income and expenses by month and shows net profit before tax.
Does it prepare Schedule C?
No. It provides a category list for organization; you still need the current form and instructions and must decide tax treatment.
Can I use it in Google Sheets?
Yes. Upload the XLSX file and verify the formulas and category drop-down after import.
Do I need an account?
No for the workbook, examples and checklist. An account is only needed if you choose to save work in Layers.
Official sources
Other documents
Keep the papers in one place
Letters, receipts and notices in one folder you can share with family or a lawyer. The templates and the editor are free; Layers is free for up to 20 people.
Recordkeeping aid only; not tax, legal or accounting advice and not a tax return.