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RESOURCES Templates
FREE Templates!
Vehicle Mileage Calculator
Proprietors Tax Filer 2008
As part of our commitment to our clients we often design tools, reports and templates for our clients. If a client needs an Excel template that we have in our mature inventory, the only costs they will incur will be the time required to modify it to their specific requirements. Often these modifications are minimal, if required at all.
For those who are not clients or even fellow accountants, we offer these templates up for a nominal fee. How do we define nominal? The costs vary from $10 to $50. The benefit in using the templates can be a saving of significant time and improved accuracy.
Why our templates?
- They can and will save you a lot of time and money. We offer a 10% discount to our clients to encourage them to use the templates (T2124).
- They are well designed, easy to use and come with detailed instructions.
- They contain a wealth of time saving tools including:
3.1. Date calculations, graphs, pivot tables, filters and ease access to entry areas.
- We will consider modifying them to your requirements, assuming the request is reasonable.
- They are locked so you don't trample on the formulas.
- Small business has a tough enough time coping, we're here to help.
Our range of templates includes the following:
If you need a template and one isn't listed here, send us a note, perhaps we have one or can develop a template for you.
Template - Comments
General Business Use
- Expense Reporting - Useful for tracking multiple receipt and miscellaneous transactions.
- Expense Report - Internal Corporate report.
- Proprietors Tax Report - A T2124 is required for tax filing. This template tracks all you revenues and expenses. WE offer a 10% discount to all our clients that use it.
- Rental Income - A T776 is required to report on all rental income. This template tracks all transactions related to rental for a number of properties.
- Payroll tracking - When your accounting system can't handle Canadian Payroll.
- Check Lists - Great for staying focussed on a wide range of topics.
- Business Plan - This model includes several tabs to assist with all aspects of a Business Plan, including cash flow.
- Cash Flow model - ^ week forward cash flow.
- Manpower model for calculating all manpower costs including statutory expense and employer benefit
- Mortgage and lease calculator.
- Lease tracking - Great if you need to report on multiple leases in your company.
- Master Chart of Accounts - Useful for converting a poorly structured chart to a new model.
- Payroll Timesheets - Various formats, weekly with job detail.
- Time log - Great way to track your billable hours.
Accountants Only:
- Consolidation Template - Accountants will find this a real time saving. Certainly less expensive than Hyperion!
- Compilation Template - If you can't manage with Caseware, this tool can get the job done!
- Lead Sheet Template - This model can simplify the year end reconciliation process.
- Net Present Value - Needed, but often overlooked method of assessing major purchases/expenditure.
- Fixed Asset Ledger - Comes complete with all the tools need to track your assets, book all adjusting entries.
- Financial Statement model - Useful when the current accounting system isn't up to the task. Simply download the trial balance and code it to the predefined format.
Please visit us later as we gather and prepare our templates.
Thanks and see you soon!
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