Business templates for quotes, invoices, tax set-aside and planning

Tradie Quote, Invoice & Variation Kit (AU)

Quote, invoice and variation forms that add up for you, with one GST switch that changes 'Tax invoice' to 'Invoice'. Enter your business details once and spend less time on paperwork.

What's included

• Excel / Google Sheets workbook (.xlsx) with Setup, Quote, Invoice and Variation sheets. Enter your business details once and every form fills them in.
• GST switch. Registered = Yes: the heading reads TAX INVOICE, 10% GST is added to taxable lines and the GST total is shown. No: the heading reads INVOICE, there's no GST line, and the invoice says "No GST has been charged".
• Fields for the information the ATO lists for tax invoices. A warning appears when a sale is $1,000 or more and the buyer's name or ABN is missing.
• Automatic line totals, subtotal, GST, total, deposit %, balance due, due date and quote expiry.
• Variation sheet with reason, extra items, revised contract price, and client and contractor sign-off lines.
• 6 Word (.docx) forms: Quote, Invoice and Variation, each in a GST-registered and a not-registered version (Word totals are typed by hand).
• 1-page How-to-use PDF. AUD, dd/mm/yyyy, A4 print-ready.

Formats: XLSX (Excel 2016+ / Google Sheets / Numbers), DOCX (Word / Google Docs), PDF.

Building work: this isn't a full building contract. A signed quote can form a simple agreement, but it doesn't replace the written contract and variation rules some states set for residential building work. Check your state's rules, or get advice, before you rely on these forms.

Not for: businesses that already invoice from Xero, MYOB or QuickBooks; anyone who needs a full home-building contract; businesses outside Australia.

Sole Trader Income, Expense & Tax Set-Aside Tracker 2026-27

Log what comes in and goes out, see what to put aside each month, and have GST totals ready to check against your BAS each quarter.

What's included

• Excel / Google Sheets workbook (.xlsx) for FY 2026-27. Reusable: change the start date.
• Income log (500 rows): GST portion (1/11) worked out when you're registered, income ex GST, set-aside amount and FY quarter.
• Expense log (500 rows): category drop-down you can edit, GST portion, ex-GST amount.
• Monthly summary: income, GST collected, expenses, GST paid, profit, to set aside, actually saved, gap and running savings balance.
• Set-aside % you choose (the file starts at 0%). It's a savings tool. It doesn't calculate income tax or suggest a rate.
• BAS quarter view (GST-registered): G1, 1A, 1B and net GST per quarter on a cash basis, plus ATO quarterly due dates for 2026-27, moved off weekends.
• GST off mode for sole traders who aren't registered. Notes tab citing ato.gov.au sources. 1-page How-to-use PDF.

Formats: XLSX (Excel 2016+ / Google Sheets / Numbers), PDF.

Not for: anyone using accounting software that already does BAS; monthly or annual GST reporters (the BAS tab is quarterly); businesses reporting GST on an accruals basis (the BAS view is cash basis); payroll.

2027 Australian Business Planner (A4 PDF)

A clean A4 year planner with Australian public holidays and quarterly BAS due dates already marked.

What's included

• 34-page printable A4 PDF, Monday-start weeks.
• Cover and year at a glance (12 mini calendars).
• Key dates: public holidays observed in every state and territory, plus where Anzac Day, King's Birthday and Boxing Day differ by state. Quarterly BAS due dates in 2027 (business-day adjusted) and EOFY. Official sources listed.
• My 2027 goals page and 4 quarterly planning pages, each with a BAS reminder and admin checklist.
• 12 monthly calendar pages with holidays and BAS dates marked, top priorities and notes.
• 12 monthly plan pages: goals, follow-ups, expected money in and out, invoices to chase, month review.
• Yearly cashflow tracker, a notes page and a 1-page How-to-use PDF.

Format: PDF (A4). Print at home or at a print shop, or annotate on a tablet.

Not for: anyone wanting a bound physical diary (this is a printable file); people outside Australia; anyone needing every state and regional holiday listed. Labour Day, show days and other state or regional holidays aren't marked, so add yours in the notes boxes.