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EVERY WEEKRecord
Enter income and expenses as they happen. GST and the business portion of mixed expenses calculate for you.
✦ INSTANT DIGITAL DOWNLOAD
Sole Trader Toolkit.
One simple workbook to record what your business earns and spends, keep the records sole traders most often claim, and see where you stand every quarter.
$29
One payment · Instant access
✓ Editable Excel workbook ✓ Quick Start Guide ✓ Built by a registered tax agent practice
What you receive
- Dashboard with estimated profit
- Income & expense registers
- GST switch for registered or not
- Vehicle log with cents per km estimate
- Working from home hours log
- Equipment register
- Quarterly GST & PAYG instalment tracker
- Quarterly and year-end checklists
- Quick Start Guide (PDF)
INCOME • EXPENSES • GST • VEHICLE LOG • HOME OFFICE • PAYG INSTALMENTS
WHY IT HELPS
Tax time starts with the records you keep today
Most sole traders lose deductions not because they can't claim them, but because the records aren't there when it counts. This toolkit makes recording a weekly habit rather than a year-end scramble.
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AS YOU GOLog
Record business trips and the hours you work from home at the time — the evidence many claims depend on.
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EVERY QUARTERReview
Check your GST position and instalments, then work through the quarterly checklist before anything is due.
WHAT'S INSIDE
Ten connected sheets, one workbook
Enter your business name once on the Setup sheet and it appears at the top of every page.
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DashboardIncome, expenses, estimated profit, GST and a monthly chart at a glance.
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SetupYour details, financial year, GST registration and the claim rates used.
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IncomeEvery payment you receive, with GST split out automatically.
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Expenses17 sole-trader categories, business-use % and a receipt-kept check.
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Vehicle LogTrips and business kilometres, with the 5,000 km cap applied.
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Home OfficeActual hours worked from home for a fixed rate estimate.
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EquipmentTools, computers and other assets, with business-use portion.
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BAS & InstalmentsQuarterly GST summary plus a Paid / Due / Overdue instalment tracker.
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ChecklistsA four-quarter review routine and a year-end records checklist.
91c
per business kilometreThe ATO cents per km rate for 2026-27 (88c for 2024-25 and 2025-26), up to 5,000 km per car. Pre-loaded and editable.
70c
per hour worked from homeThe ATO fixed rate for 2024-25 and 2025-26. Check the rate for your income year at ato.gov.au and update it on the Setup sheet.
Important: This toolkit provides general educational and organisational information only. It does not take into account your circumstances, does not constitute personal tax, accounting, legal or financial advice, and does not determine your tax obligations. Deduction and GST figures are estimates. Please obtain advice suited to your circumstances.
DB
Digits Books and Tax Solutions
Accounting and Taxation ServicesThe accounting and taxation trading brand of Thinkwise Group Pty Ltd, established in 2021.
WHO IT'S FOR
Built for people running the business themselves.
If you trade under your own ABN and keep your own books, this is designed for you. It covers the records we ask sole trader clients for every year — so what you organise is what an adviser actually needs.
Would you rather hand it over? Our tax return preparation and bookkeeping services are available to sole traders in Bowral, the Southern Highlands and across Australia.
✓ Tradies and contractors✓ Consultants and freelancers✓ Home-based businesses✓ New sole traders✓ GST registered or not✓ Side-business owners
Get the Toolkit – $29 →HOW IT WORKS
From purchase to download in under a minute
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STEP ONEPurchase securely
Checkout is handled by Square. Pay by card, Apple Pay or Google Pay.
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STEP TWODownload instantly
You're taken straight to the download page once payment is confirmed.
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STEP THREEMake it yours
Type your business name on the Setup sheet and start recording in about ten minutes.
COMMON QUESTIONS
Frequently asked questions
What's the difference between this and the Small Business toolkit?
The Sole Trader Toolkit is simpler and focused on the records individuals trading under their own ABN need — including a vehicle log and working from home hours. The Small Business Financial Organisation Toolkit adds cash flow forecasting, budgeting, invoice and bill tracking and payroll-related registers for larger or growing businesses.
I'm not registered for GST. Will it still work?
Yes. Set "Registered for GST?" to No on the Setup sheet and all GST columns show nil, leaving you with clean income and expense figures.
What software do I need?
Microsoft Excel is recommended. The workbook also opens in Excel for the web and most spreadsheet apps, though dropdowns and formatting work best in Excel.
Does it calculate my tax or lodge my BAS?
No. It organises your records and gives estimates to help you plan. It is not a lodgement form and does not determine your obligations or which claim method suits you.
Will the claim rates be out of date next year?
The cents per km and working from home rates sit on the Setup sheet so you can update them each July. Always confirm the current rates at ato.gov.au.
Can I share the files?
The toolkit is licensed for your own business use. Please don't resell, rebrand or redistribute it.
READY TO GET ORGANISED?
Purchase the Toolkit →Start recording properly this quarter.
The complete Sole Trader Toolkit — editable workbook and Quick Start Guide. One payment of $29.
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