{"product_id":"sales-tax-tracker-spreadsheet","title":"Sales Tax Tracker Spreadsheet","description":"\u003cp\u003eThis sales tax tracker shows the tax you collected and the tax you paid, quarter by quarter, before the quarterly tax return is due. It is made for anyone who charges tax at more than one rate and dreads the quarterly return, whether you call it sales tax, VAT, GST or HST.\u003c\/p\u003e\u003cp\u003e\u003cstrong\u003ePlease read:\u003c\/strong\u003e This is a tracker tool only, not financial, tax, legal, medical or any other professional advice or advisory service. It records and calculates what you enter; you are solely responsible for checking all figures, rates, dates and results and for every decision you make. By purchasing, downloading or using it, you accept these terms (your statutory consumer rights are not affected).\u003c\/p\u003e\u003ch2\u003eThe shape of a real return\u003c\/h2\u003e\u003cp\u003eTax collected against tax paid is split by tax and by quarter, the way an actual return is laid out, not as a single total. You enter money in on one tab and money out on another, pick a tax code (one tax or two, such as GST plus PST) for each line, and everything else reads those two. The monthly view, the quarterly view, the profit and loss statement, the sales tax worksheet and the dashboard all recalculate. Nothing is typed twice, and no number on a report can disagree with the ledger it came from.\u003c\/p\u003e\u003ch2\u003eTax codes you set up yourself\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eUp to 20 tax codes, each with one or two taxes\u003c\/li\u003e\n\u003cli\u003ePrices typed with tax included or without it\u003c\/li\u003e\n\u003cli\u003eA By Tax view of each tax you deal with: collected, claimed back and net\u003c\/li\u003e\n\u003cli\u003eThe effective rate per quarter, so an odd quarter stands out\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eThat makes it a vat tracker and a gst hst tracker in the same file.\u003c\/p\u003e\u003ch2\u003eTwelve connected tabs\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eIncome:\u003c\/strong\u003e 500 rows, with the tax split out on every line\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eExpenses:\u003c\/strong\u003e 500 rows, split the same way\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSetup:\u003c\/strong\u003e your categories, your tax rates and your set-aside percentage\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eMonthly:\u003c\/strong\u003e twelve months of income, spending, profit and margin\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eQuarterly:\u003c\/strong\u003e the four quarters, with tax due and tax to set aside\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eProfit and Loss:\u003c\/strong\u003e every category with its share and the margin\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSales Tax:\u003c\/strong\u003e collected against paid, by tax and by quarter\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eCustom Range:\u003c\/strong\u003e pick any two dates and everything follows\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eComparison:\u003c\/strong\u003e this year against last, month by month\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eBalances:\u003c\/strong\u003e what each account took in and paid out\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eDashboard:\u003c\/strong\u003e six live figures and the four quarters\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eStart Here:\u003c\/strong\u003e walks you through setup in a few minutes\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat it does for you\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eSplits sales tax out of every line automatically\u003c\/li\u003e\n\u003cli\u003eNets tax collected against tax paid, quarter by quarter\u003c\/li\u003e\n\u003cli\u003eTurns real profit into a quarterly set-aside at your own rate\u003c\/li\u003e\n\u003cli\u003eRanks every category by its share of income and of spending\u003c\/li\u003e\n\u003cli\u003eCompares any two years month by month, as percentages\u003c\/li\u003e\n\u003cli\u003eCharts that redraw from your own numbers\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eThe filled copy holds two full years of demo data, so the comparison view has something real to compare. It also works as an everyday small business bookkeeping file for income and expenses.\u003c\/p\u003e\u003ch2\u003eWorks with\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eMicrosoft Excel 2016, 2019, 2021 and Microsoft 365, on Windows and Mac, and LibreOffice. No Microsoft 365 subscription needed, and no Google account needed for the Excel files.\u003c\/li\u003e\n\u003cli\u003eGoogle Sheets with a free Google account. You get real spreadsheet files, not a PDF with a link in it.\u003c\/li\u003e\n\u003cli\u003eNo add-ins, no macros, no subscription and no bank connection\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch2\u003eWhat you download\u003c\/h2\u003e\u003cul\u003e\n\u003cli\u003eThe Excel workbook, filled with a worked example\u003c\/li\u003e\n\u003cli\u003eThe same workbook, blank and ready for your own numbers\u003c\/li\u003e\n\u003cli\u003eThe instruction guide, with one-click links to the Google Sheets versions (filled and blank)\u003c\/li\u003e\n\u003cli\u003eThe terms of use as a PDF\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eYour files are ready as soon as payment clears. The template is for use in your own business; please do not share or resell the files. Questions before or after you buy? Use our contact page and we will help.\u003c\/p\u003e\u003ch2\u003eFrequently asked questions\u003c\/h2\u003e\u003ch3\u003eCan I use it in Excel or Google Sheets?\u003c\/h3\u003e\u003cp\u003eBoth. The Excel workbook runs in Excel 2016 or later on Windows and Mac, and the instruction guide holds two one-click links to the Google Sheets versions.\u003c\/p\u003e\u003ch3\u003eDoes it work for VAT, GST and HST as well as sales tax?\u003c\/h3\u003e\u003cp\u003eYes. You set up your own tax codes, up to 20, each with one or two taxes, such as GST plus PST.\u003c\/p\u003e\u003ch3\u003eCan I enter prices with tax already included?\u003c\/h3\u003e\u003cp\u003eYes. Each tax code lets you type prices with or without tax, and the tax is split out of every line automatically.\u003c\/p\u003e\u003ch3\u003eWill it show me what I owe each quarter?\u003c\/h3\u003e\u003cp\u003eYes. It nets tax collected against tax paid by tax and by quarter, and shows the effective rate per quarter so an unusual quarter stands out.\u003c\/p\u003e\u003ch3\u003eIs it tax advice?\u003c\/h3\u003e\u003cp\u003eNo. It is a bookkeeping tool that records and calculates what you enter. Check the figures before you file.\u003c\/p\u003e","brand":"OPXVIA","offers":[{"title":"Default Title","offer_id":67597861093470,"sku":"OPX-020","price":29.0,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0769\/2094\/6782\/files\/sales-tax-tracker-spreadsheet-01.jpg?v=1790832036","url":"https:\/\/opxviashop.com\/products\/sales-tax-tracker-spreadsheet","provider":"OPXVIA","version":"1.0","type":"link"}