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Money · Tax - Template 46

Tax Deduction & Expense Tracker

Never lose a deduction to a shoebox of receipts.

Instant download

Microsoft ExcelGoogle Sheets.xlsx file

Log every business expense once and watch it flow everywhere - your Annual Dashboard, your Category Breakdown, your Claim Group View and your 6 year trend all update themselves. This Tax Deduction & Expense Tracker gives you 13 connected tabs to log every expense, track mileage automatically with real two-tier mileage rates, evidence every receipt and see your whole business year (and the five before it) at a glance, in a calm mulberry and pistachio design that is actually nice to open. Includes a Home Office Calculator that compares actual cost vs flat rate and picks the bigger claim for you, a Receipt Vault so nothing goes missing, and an Annual Prep Checklist with a live countdown to every filing date.

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What's inside · 13 tabs

  • Deduction Log - every expense with category, sub-category, business use % and an auto deductible total
  • Mileage Log - real two-tier mileage rates that calculate themselves, no manual maths
  • Annual Dashboard - 5 live KPI cards, category and claim group breakdowns, income vs expenses, all real charts
  • Category Breakdown - every category's deductible total and share of your year, ranked
  • Multi Year Dashboard - 6 years of totals, trends and mileage side by side
  • Claim Group View - pick a claim group and see its own totals, chart and month by month table
  • Home Office Calculator - actual cost vs flat rate compared automatically - claims the bigger number for you
  • Receipt Vault - track exactly where every receipt lives and what is still missing
  • Year End Checklist - a pre-loaded, tickable prep list with live progress bars
  • Key Dates & Reminders - a live countdown to every filing date that matters

In Motion

Log it once, see it everywhere.

Every deduction flows straight into live KPI cards, category and claim group charts, and a 6 year trend - no manual totalling, ever.

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