Accounting
Useful Business Forms, Calculators, Tools and Templates
Many of you asked me for Business Forms, Calculators, Tools and Templates or anything that may help. Here I post some. This is by no mean all inclusive, in fact I spent a day to search and gather all these links. I hope it is useful. If you have good resource of such, please feel free to post them here. Good means: free [or affordable], relevance and useful, and NO commercial [promotion] purposes. Enjoy!
Disclosure: I have no affiliation with any of organization/companies/institution featured here [and all other posts in this site]. They are featured here merely because of I think they are useful and worth to be shared to all my readers based on my personal judgment. Therefore I don’t receive any rewards in any forms.
Tools and Templates (Help for Small Business)
- Balance sheet template—for a sole proprietorship can be modified for corporation or partnership. Change account titles or format as needed. Spreadsheet calculates subtotals and totals for specified period.
- Business plan templates—from Microsoft Office.
- Cash flow budget template—worksheet for 6-month cash budget includes most inflows outflows. Modified as needed.
- Customer account statement template—track charges and payments on customer’s account, send at month end to remind of balance due.
- Daily cash sheet template—plug in daily amounts and spot discrepancies (from theft, misrecorded credit-card purchases, etc.).
- Income statement template—for a sole proprietorship can be modified for corporation or partnership. Change account titles or format as needed. Spreadsheet calculates subtotals, totals and net income for specified period.
- Loan application and bank review form template—shows what the bank will ask for and how it will use your data to make a decision on your loan.
- Monthly bank reconciliation template—plug in bank balance, deposits in transit, etc. and ledger Cash balance for instant totals that show if the amounts reconcile.
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Personal bank statement template—when owner’s financial position is required. Spreadsheet asks for the typical information (personal assets, liabilities, sources of income, etc.). Fill it out, get a snapshot of how you look.
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Calculators and Conversion Tables
- Amortization calculator—Also a mortgage calculator that lets you keep recalculating based on a higher down-payment or added amounts to monthly payments.
- Bonus calculator—aggregate method. Uses regular federal withholding rates. Use if your state allows the aggregate method. Free registration required.
- Bonus calculator—percent method. Uses supplemental withholding rates. Use if your state does not have a supplemental withholding rate and permits the percent method. Free registration required.
- Car lease payment calculator—lays out the future costs of an auto lease.
- CD calculator—shows payout at maturity based on initial deposit, interest, term and period of compounding (daily, weekly, monthly, etc.).
- Currency converter—converts any currency into any other.
- Financial Calculators—Any financial calculator you need.
- Gross-up calculator—when you want an employee’s bonus to include payment of the taxes the employee would have had to pay on the bonus. Free registration required.
- Hourly employee paycheck calculator—includes filing status, deductions, state withholding, exemptions, other withholding etc. Free registration required.
- Loan calculator—calculates loan payment amounts; savings and annuity amounts and future value.
- Mathematical functions—from basic to PhD level.
- Measurement converter—converts any measure to any other.
- Monthly compounding calculator—takes an amount and compounds it monthly over a fixed period at a fixed annual yield. Allows added monthly contributions.
- Monthly mortgage payment table calculator—generates a table of monthly payments.
- Number of days calculator—calculate the number of days between any two dates.
- Public employee paycheck calculator—for federal, state, and local governments. Free registration required.
- Roth IRA—conversion calculator.
- Time zones—zone-by-zone times worldwide.
- Tip tax calculator—if your employees receive tips. Free registration required.
Forms
- Business forms—download invoices, purchase orders, check requests, etc.
- Legal forms—contracts, loan documents, and other forms by state.
IRS Current Forms and Publications
- Tax withholding and estimated taxes—Publication 505.
- Withholding tables—Publication 15-T.
- 1099 A and C Instructions (2009)
- 2009 W-2 and W-3 Instructions (does not include forms).
- Employer-provided benefits—how to tax, Publication 15-B Fringe Benefits.
- I-9—pdf of Employment Eligibility Verification.
- Internal Revenue Manual.
- IRS forms (8109-B etc.) by mail—instead of pdfs or online.
- Market Segment Specialization Program Audits—obtain a copy of the IRS Examiner Training Manuals for your industry or profession.
- Standard Mileage Rates for 2009
IRS—by Industry or Profession
- Agriculture—IRS rules, regulations and resources
- Automotive—IRS rules, regulations and resources
- Bartering Tax Center—IRS rules, regulations and resources
- Construction—IRS rules, regulations and resources
- Entertainment—IRS rules, regulations and resources
- Gas Retailers—IRS rules, regulations and resources
- Manufacturing—IRS rules, regulations and resources
- Money Services Business (MSB) Information Center—IRS rules, regulations and resources
- Real Estate—IRS rules, regulations and resources
- Restaurants—IRS rules, regulations and resources
- Tax professionals—IRS rules, regulations and resources
IRS Prior-Year Forms and Publications
- 1992 forms and publications—hard-to-find forms.
- 1993 forms and publications—hard-to-find forms.
- 1994 forms and publications—hard-to-find forms.
- 1995 forms and publications—hard-to-find forms.
- 1996 forms and publications—hard-to-find forms.
- 1997 forms and publications—hard-to-find forms.
- 1998 forms and publications—hard-to-find forms.
- 1999 forms and publications—hard-to-find forms.
- 2000 forms and publications—hard-to-find forms.
- 2001 forms and publications—hard-to-find forms.
- 2002 forms and publications.—hard-to-find forms
- 2003 forms and publications—hard-to-find forms
- 2004 forms and publications—hard-to-find forms
- 2005 forms and publications—hard-to-find forms
- 2006 forms and publications—hard-to-find forms
- 2007 forms and publications—hard-to-find forms
Nonprofit Organizations (NPOs)
- Accounting regulations—for NPOs, including governmental entities.
- Accounting standards—for NPOs.
- California Association of Nonprofits—offers numerous resources for NPO’s.
- Contributions—FASB Pronouncement No. 116 “Accounting for Contributions Received and Contributions made”
- Databases—how to choose the right one for your NPO; what to look for in a database.
- FINANCIAL ACCOUNTING FOR NPOs.Financial Accounting Regulation for Nonprofit Organizations
- Financial statements—FASB 117 “Financial Statement of Not-For-Profit Organization.”
- Form 990—how to read it and what it means.
- Governmental Accounting Standards Board—for government entities.
Practice Resources
- Depreciation—rate tables with explanations.
- Discounts rate—and secondary rates and seasonal rates for all months and years from the Federal Reserve Bank
- EIC (or EITC)—how to use the income tax withholding and advance earned income credit (EIC) payment tables.
- FASB (Financial Standards Accounting Board)—full, summary and status of all statements
- IRS interest rates for under-/overpayments—updated monthly.
- Tax due dates—federal, state dates for corporations, fiduciaries, individual, partnerships, payroll tax returns, and sales tax returns.
Software
- Accounting software buyer’s guide—lists available software with company address, phone number and thumbnail description.
- Accounting software—tells you which kind of accounting your business or client needs.
- Payroll software buyer’s guide—lists available softw4are with company address, phone number and thumbnail description.
- Tax software buyer’s guide—lists available software with company address, phone number and thumbnail description.