Tax & Statutory Accounting Control Workbook
Track inflows, outflows, indirect taxes, and compliance KPIs in one place. Free .xlsx with formulas.
Finance · template · CC0 · Public domain · Built by Sheetly AI
About this template
This finance template organizes indicators like "Total Taxable Inflows (YTD)", "Total Indirect Taxes Accrued" and "Effective Indirect Tax Rate" in a structured way. Fill in the data in the Data tab and the spreadsheet is ready to use — no need to build the spreadsheet from scratch.
Use this workbook to record all taxable inflows and outflows, monitor indirect taxes, and track key compliance indicators by transaction. Enter each transaction with the correct tax type, jurisdiction, and invoice details to keep statutory accounts organized. Filter by period or tax type to review taxable bases, tax amounts, and payment status. Use the summarized KPIs and comparison bars to guide your tax filings, cash planning, and compliance follow-up.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Track indicators like "Total Taxable Inflows (YTD)" and "Total Indirect Taxes Accrued"
- Make faster decisions based on "Effective Indirect Tax Rate"
- Standardize your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Taxable Inflows (YTD)
- Total Indirect Taxes Accrued
- Effective Indirect Tax Rate
- Structured dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 37 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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