Built in Excel
Real workbooks with working formulas. Blue cells are yours to fill in, everything else calculates.
Editable Excel toolkits built for Australian sole traders and small businesses. Record, plan and review your numbers with structured workbooks you can use year after year.
Every toolkit is an editable workbook with a Quick Start Guide, delivered as an instant digital download.
A simple workbook for people trading under their own ABN — income, expenses, GST and the records sole traders most often claim.
Sixteen connected worksheets covering everything from daily transactions to year-end preparation.
A complete record-keeping system for landlords, property investors and short-stay hosts.
Built around the way trade businesses operate — jobs, materials, subcontractors and travel.
If you trade under your own ABN and keep things simple, start with the Sole Trader Toolkit. If you manage invoices, bills, contractors or want to forecast cash flow, choose the Small Business toolkit.
| Feature | Sole Trader · $29 | Small Business · $49 |
|---|---|---|
| Income and expense registers with GST | ✓ | ✓ |
| GST registered / not registered switch | ✓ | ✓ |
| Vehicle log | ✓ | ✓ |
| Working from home hours log | ✓ | — |
| Equipment / asset register | ✓ | ✓ |
| Quarterly GST and PAYG instalment tracker | ✓ | BAS worksheet |
| Invoice and bill trackers | — | ✓ |
| 12-month cash flow forecast | — | ✓ |
| Annual budget and P&L planner | — | ✓ |
| Contractor register | — | ✓ |
Important: These toolkits provide general educational and organisational information only. They do not take into account your objectives, financial situation or individual circumstances, do not constitute personal tax, accounting, legal, financial or investment advice, and do not determine your tax obligations. Please obtain advice appropriate to your circumstances.
Consistent structure across the range, so once you learn one you know them all.
Real workbooks with working formulas. Blue cells are yours to fill in, everything else calculates.
Access your files as soon as payment clears, with a backup link emailed to you.
Every toolkit includes a Quick Start Guide, and we are here if you would rather hand it over.
Start with our free tax calculator and checklists.
Bookkeeping, BAS preparation, payroll and tax support for businesses across Bowral and the Southern Highlands.