• Easy-to-use bookkeeping spreadsheet to be used for your financial year ending in 2027

 

  • Designed for second hand goods dealers, trading as a sole trader, using the VAT margin scheme (Suitable for standard margin VAT scheme and global margin VAT scheme)

  • MTD for Income Tax data can be submitted to HMRC under the new MTD system using bridging software, such as the Excel Add-in available from www.vitaltax.uk. Quarterly data will be generated automatically and cells have been prepopulated to make submission with Vitaltax quick & easy
  • Includes a sales & purchase invoice generator

 

  • Includes a stock book page as required by HMR&C

 

  • Can be easily adjusted for any future changes in VAT rates!!

 

  • No bookkeeping experience required

 

  • Calculates the VAT due for each sale item, either for items eligible for the margin scheme, or those where VAT must be accounted for using the normal VAT rules 

 

  • VAT page will automatically calculate the VAT due for each quarter
  • VAT data can be submitted to HMRC under the new MTD system using bridging software, such as the Excel Add-in available from www.vitaltax.uk

 

  • The layout, formulas & also the 'predictive text' feature of Excel will help reduce the time you need to spend on record-keeping

 

  • Drop-down menus makes categorising expenses very quick & straightforward

 

  • Why spend £20 on a 'big red cash book' & then spend hours adding up all the columns (usually at least twice)

 

  • Provides you with a guide to your trading profit

 

  • Includes the following pages:

Stock book & margin calculator

Sales invoice & purchase invoice generator

Sales list

Bank & cash receipts

Expenses & payments

Profit & Loss account

VAT returns

MTD for ITSA quarterly data

 

  • Designed using Microsoft Office Excel 

 


  • Please provide an email address if you would like the spreadsheets emailing