USING THIS spreadsheet system IS EASY:
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No double
entry Bookkeeping required
-
Just enter
information into the spreadsheet and the system will
do the rest
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No need to
separate GST/HST from receipts and invoices, just
enter the total invoice/receipt amount and the
system will calculate the GST/HST payable or refund.
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No
accounting or bookkeeping experience required
-
Easy to
use Income and expense spreadsheets for Canadian or
US Funds
Save time and reduce bookkeeping fees:
-
No
software installation hassles to deal with.
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No
software setup to figure out.
-
We setup
your business in the software before we
send it to you.
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No
accounting Jargon to learn
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No columns
to total; No math to figure out; just enter
information.
-
No special
spreadsheet
experience required. Just enter your income amounts
from your invoices or broker statement in the income
column of the spreadsheet and click the
save icon. Do the same with expenses.
You
know the the name that identifies the expense you
have paid and have your receipt or invoice, so just
click the expense type on the menu bar and the
system will take you to to the expense column on the spreadsheet with the same
expense type name and enter the full amount paid
from the invoice or receipt.
Do not do any calculation for
HST.
The
system automatically does the calculation and
allocate the HST amount to the monthly HST report
form built into the system.
This
way, on a monthly basis, you will know your
ITC
numbers
AS WELL AS
your
HST
report bottom-line numbers.
If you can
fill-out a paper form and write in columns, you can use
this program.
-
You could
reduce your bookkeeping service fees by up to
$600.00, if you are a Trucktax client.
However,
if you are not a Trucktax client, you will find that
any bookkeeper or accountant today will gladly
reduce your bookkeeping and tax services fee as a
result of you providing them with a monthly
spreadsheet or profit/loss report.
-
Similarly,
you will reduce your year-end financial statement
and tax return preparation fee, by being able to
provide your accountant or tax preparer with ready
to use financial information without the paper
invoices for them to sort, categorize and figure out in
order to do your books at year-end.
-
Take more
control of your business bookkeeping information and
save big-time.
Document Management
We have built in a unique document management feature to
give you the tools to meet the record retention rules of
the Tax agencies. In addition, by using this document
management system, in the event of an audit the
experience will be hassle-free.
The document management system will capture your
expenses by category expense on a monthly basis and
count the number of expense records you entered in each
expense category and similarly capture each income
entry.
How it Works:
At the end of each month after you have entered all of
your income and expenses, go to the document management
report and click the printer icon and the system will
print a copy of the report.
Attach all of the income documents and expense receipts
to this report each month and file way for document storage
management.
Doing this means you will be able to easily produce the
original source documents for any month including the
corresponding total expenses and a document entry count
of the number of items that created the totals for any
type of expense for your business at any time.
You will have a big business document management system
in place to support a tax audit, without having to spend
hours searching for the documents required to meet the
audit request for information or trying
to reconstruct this information.
In the world of tax audits, if your business information
is disorganized you will in most cases fail to provide
all of the required information which could result in
some expenses being disallowed because you could not
provide the support proof.
So go ahead. Order your copy of the Truckers
Bookkeeping Management Software and simplify your
business bookkeeping management system.
Take control of
your bookkeeping and reduce your annual bookkeeping
service fees.
To order your bookkeeping software, call us. We will
send you a link to the software ordering page on our
website, to allow you order your copy of the software.
Alternatively, click this
Software Order Form link