Stay tax-ready and organized with this CPA-designed Bookkeeping & Tax P&L Spreadsheet!
Perfect for small business owners, freelancers, LLCs, and sole proprietors, this easy-to-use template auto-generates a Profit & Loss statement aligned with IRS Schedule C lines—ready for your tax preparer.
✔️ What’s Inside:
• Preloaded Chart of Accounts – IRS categories already mapped
• Automated P&L Report – Income, deductible expenses, net profit
• Dashboard Tax Estimator – Federal, State & Self-Employment taxes
• Quarterly & Yearly Overviews – Track income and expenses across time
• CPA Disclaimer & Licensing – Professional-grade, buyer-safe tool
✔️ Why choose this template?
• Designed by KNL & Company, CPA – a practicing CPA firm
• Easy for non-accountants to use—just enter income & expenses!
• Locked formulas ensure accuracy—only editable where needed
• Includes CPA-grade disclaimers to help protect your records
• Instant digital download (Excel .xlsx format) and Google Sheet.
Disclaimer:
This workbook is for educational purposes only and does not constitute tax or accounting advice. Use of this tool does not establish a CPA-client relationship with KNL & Company, CPA. Consult your tax professional for personalized guidance.