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Can I share a ProfitDrawer spreadsheet with my bookkeeper or accountant?

Updated By ProfitDrawer

Short answer

ProfitDrawer's terms say the licence is for your own business or household and that you may not resell, share or redistribute the files, so read profitdrawer.com/terms.html or ask ProfitDrawer before giving anyone else the file. For tax time, the Tax Summary tab, 1 of the 12 tabs in each bookkeeping spreadsheet, gathers category totals, deductible amounts and the mileage deduction on one page that you can print or save as a PDF.

What the terms say: profitdrawer.com/terms.html says you may not resell, share or redistribute the files. If you are unsure what that covers for your situation, ask ProfitDrawer through the contact form or Etsy Messages.

Getting your numbers ready for tax time:

  1. Check that Settings shows the right financial year and tax set-aside %.
  2. Make sure the example rows were cleared from Income, Expenses and Mileage.
  3. Confirm personal and owner draw entries use a category set to Business? No (the Tax Summary lists them with 0 deductible).
  4. Open the Tax Summary tab and print it or save it as a PDF (see answer 234 for printing from Google Sheets).

Formulas: in Excel the formulas are locked so they cannot break by accident. In Google Sheets the Excel locks are not kept, so type only in the typing columns.

Source: ProfitDrawer terms · Updated

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General information, not tax, legal or financial advice. Check the rules for your state and your situation.