DIY Accounting Spreadsheets

Excel bookkeeping and accounting software for UK small businesses

Taxi Driver reconciliation

Reconciliation Report: GB Accounts Taxi Driver 2027-04-05 (Apr27) Excel 2007. Every figure below comes from a scenario driven through the shipped workbooks and read back out of the recalculated sheets.

Summary

Every run

Year endPeriodScenarioStatus
2027-04-05Apr27taxi-scenario-basicRECONCILES
2026-04-05Apr26taxi-scenario-basicRECONCILES
2025-04-05Apr25taxi-scenario-basicRECONCILES
2024-04-05Apr24taxi-scenario-basicRECONCILES
2023-04-05Apr23taxi-scenario-basicRECONCILES
2022-04-05Apr22taxi-scenario-basicRECONCILES
2021-04-05Apr21taxi-scenario-basicRECONCILES

Reconciliation checks

CheckExpectedActualDiffResult
Total Sales36000360000PASS
P&L: Net = Gross - General Expenses29640296400PASS
P&L: General expense lines sum = Total138013800PASS
Income Tax341434140PASS
NI Class 4 (lower)1024.21024.20PASS
Total Tax + NI44384438.2+0.1999999999998181PASS
Tax: Taxable = Profit - Allowance17070170700PASS
Tax: IT = Basic + Higher341434140PASS
Tax: Total = IT + NI4438.24438.20PASS

Input transactions

Month by month

MonthSales entriesSales totalPurchases entriesPurchases total
Apr153,000.0052,200.00
May153,000.001300.00
Jun153,000.0028,300.00
Jul153,000.002420.00
Aug153,000.001300.00
Sep153,000.001300.00
Oct153,000.002420.00
Nov153,000.001300.00
Dec153,000.001300.00
Jan153,000.003920.00
Feb153,000.001300.00
Mar153,000.001300.00
Year18036,000.002114,360.00

Every entry

Sales journal: 180 entries, 36,000.00
Apr
DateAmount
2025-04-07200.00
2025-04-08220.00
2025-04-09180.00
2025-04-10210.00
2025-04-11190.00
2025-04-14200.00
2025-04-15220.00
2025-04-16180.00
2025-04-17200.00
2025-04-18200.00
2025-04-21200.00
2025-04-22200.00
2025-04-23200.00
2025-04-24200.00
2025-04-25200.00
May
DateAmount
2025-05-05200.00
2025-05-06200.00
2025-05-07200.00
2025-05-08200.00
2025-05-09200.00
2025-05-12200.00
2025-05-13200.00
2025-05-14200.00
2025-05-15200.00
2025-05-16200.00
2025-05-19200.00
2025-05-20200.00
2025-05-21200.00
2025-05-22200.00
2025-05-23200.00
Jun
DateAmount
2025-06-02200.00
2025-06-03200.00
2025-06-04200.00
2025-06-05200.00
2025-06-06200.00
2025-06-09200.00
2025-06-10200.00
2025-06-11200.00
2025-06-12200.00
2025-06-13200.00
2025-06-16200.00
2025-06-17200.00
2025-06-18200.00
2025-06-19200.00
2025-06-20200.00
Jul
DateAmount
2025-07-07200.00
2025-07-08200.00
2025-07-09200.00
2025-07-10200.00
2025-07-11200.00
2025-07-14200.00
2025-07-15200.00
2025-07-16200.00
2025-07-17200.00
2025-07-18200.00
2025-07-21200.00
2025-07-22200.00
2025-07-23200.00
2025-07-24200.00
2025-07-25200.00
Aug
DateAmount
2025-08-04200.00
2025-08-05200.00
2025-08-06200.00
2025-08-07200.00
2025-08-08200.00
2025-08-11200.00
2025-08-12200.00
2025-08-13200.00
2025-08-14200.00
2025-08-15200.00
2025-08-18200.00
2025-08-19200.00
2025-08-20200.00
2025-08-21200.00
2025-08-22200.00
Sep
DateAmount
2025-09-01200.00
2025-09-02200.00
2025-09-03200.00
2025-09-04200.00
2025-09-05200.00
2025-09-08200.00
2025-09-09200.00
2025-09-10200.00
2025-09-11200.00
2025-09-12200.00
2025-09-15200.00
2025-09-16200.00
2025-09-17200.00
2025-09-18200.00
2025-09-19200.00
Oct
DateAmount
2025-10-06200.00
2025-10-07200.00
2025-10-08200.00
2025-10-09200.00
2025-10-10200.00
2025-10-13200.00
2025-10-14200.00
2025-10-15200.00
2025-10-16200.00
2025-10-17200.00
2025-10-20200.00
2025-10-21200.00
2025-10-22200.00
2025-10-23200.00
2025-10-24200.00
Nov
DateAmount
2025-11-03200.00
2025-11-04200.00
2025-11-05200.00
2025-11-06200.00
2025-11-07200.00
2025-11-10200.00
2025-11-11200.00
2025-11-12200.00
2025-11-13200.00
2025-11-14200.00
2025-11-17200.00
2025-11-18200.00
2025-11-19200.00
2025-11-20200.00
2025-11-21200.00
Dec
DateAmount
2025-12-01200.00
2025-12-02200.00
2025-12-03200.00
2025-12-04200.00
2025-12-05200.00
2025-12-08200.00
2025-12-09200.00
2025-12-10200.00
2025-12-11200.00
2025-12-12200.00
2025-12-15200.00
2025-12-16200.00
2025-12-17200.00
2025-12-18200.00
2025-12-19200.00
Jan
DateAmount
2026-01-05200.00
2026-01-06200.00
2026-01-07200.00
2026-01-08200.00
2026-01-09200.00
2026-01-12200.00
2026-01-13200.00
2026-01-14200.00
2026-01-15200.00
2026-01-16200.00
2026-01-19200.00
2026-01-20200.00
2026-01-21200.00
2026-01-22200.00
2026-01-23200.00
Feb
DateAmount
2026-02-02200.00
2026-02-03200.00
2026-02-04200.00
2026-02-05200.00
2026-02-06200.00
2026-02-09200.00
2026-02-10200.00
2026-02-11200.00
2026-02-12200.00
2026-02-13200.00
2026-02-16200.00
2026-02-17200.00
2026-02-18200.00
2026-02-19200.00
2026-02-20200.00
Mar
DateAmount
2026-03-02200.00
2026-03-03200.00
2026-03-04200.00
2026-03-05200.00
2026-03-06200.00
2026-03-09200.00
2026-03-10200.00
2026-03-11200.00
2026-03-12200.00
2026-03-13200.00
2026-03-16200.00
2026-03-17200.00
2026-03-18200.00
2026-03-19200.00
2026-03-20200.00
Purchase journal: 21 entries, 14,360.00
Apr
DateSupplierCodeAmount
2025-04-15Shelld300.00
2025-04-06DVLAt180.00
2025-04-10Insurance Cot1,200.00
2025-04-20Vodafoneg120.00
2025-04-08Councill400.00
May
DateSupplierCodeAmount
2025-05-15Shelld300.00
Jun
DateSupplierCodeAmount
2025-06-15Shelld300.00
2025-06-01Car Dealerf8,000.00
Jul
DateSupplierCodeAmount
2025-07-15Shelld300.00
2025-07-10Vodafoneg120.00
Aug
DateSupplierCodeAmount
2025-08-15Shelld300.00
Sep
DateSupplierCodeAmount
2025-09-15Shelld300.00
Oct
DateSupplierCodeAmount
2025-10-15Shelld300.00
2025-10-10Vodafoneg120.00
Nov
DateSupplierCodeAmount
2025-11-15Shelld300.00
Dec
DateSupplierCodeAmount
2025-12-15Shelld300.00
Jan
DateSupplierCodeAmount
2026-01-15Shelld300.00
2026-01-10Vodafoneg120.00
2026-01-20Accountantl500.00
Feb
DateSupplierCodeAmount
2026-02-15Shelld300.00
Mar
DateSupplierCodeAmount
2026-03-15Shelld300.00

Screenshots

Profit and loss account sheet of the populated workbook
Profit and loss account — GB_Accounts_Taxi_Driver.xlsx, sheet Profit & Loss Acc
Draft tax calculation sheet of the populated workbook
Draft tax calculation — GB_Accounts_Taxi_Driver.xlsx, sheet Draft Tax calculation
Self assessment short pages sheet of the populated workbook
Self assessment short pages — GB_Accounts_Taxi_Driver.xlsx, sheet SE Short

Accounting statements

Business Details

Amount
Business NameBasic taxi driver
DescriptionDescription of business
AddressTaxi Driver
Town5
Postcode5
UTR.

Profit & Loss Account

Amount
Turnover (Total Fares)36,000
    Fuel3,600
    Car Hire / Rental0
    Repairs & Servicing0
    Road Tax & Insurance1,380
Total Vehicle Running Costs0
    Capital Allowances0
    Mileage Allowance4,980
Gross Profit31,020
    Employee Costs0
    Premises Costs0
    General Admin480
    Advertising0
    Legal & Professional900
    Interest & Bank Charges0
    Bank Charges0
    Other Expenses0
Total General Expenses1,380
Net Profit29,640
Taxable Profit0
Cell values behind these statements
Business Details
CellDIY LabelValuediya-gl mapping
C5Business NameBasic taxi driverentityInformation.organizationIdentifier
C7DescriptionDescription of businessentityInformation.organizationDescription
C8AddressTaxi Drivergl-bus:organizationAddress
C10Town5gl-bus:organizationAddress (town)
C12Postcode5gl-bus:organizationAddress (postcode)
O29UTR.gl-taf:taxRegistrationNumber
Profit & Loss Acc
CellDIY LabelValuediya-gl mapping
B5Turnover (Total Fares)36000gl-cor:amount (salesTurnover)
B6Fuel3600accounts.purchases.5100 (fuel)
B7Car Hire / Rental0accounts.purchases.5200 (carHire)
B8Repairs & Servicing0accounts.purchases.5300 (repairs)
B9Road Tax & Insurance1380accounts.purchases.5400 (taxIns)
B10Total Vehicle Running Costs0gl-cor:amount (vehicleCosts)
B11Capital Allowances0tax.capitalAllowances
B12Mileage Allowance4980tax.mileage (allowance)
B13Gross Profit31020gl-cor:amount (grossProfit)
B14Employee Costs0accounts.purchases.5500
B15Premises Costs0accounts.purchases.5600
B16General Admin480accounts.purchases.5700
B17Advertising0accounts.purchases.5800
B18Legal & Professional900accounts.purchases.5900
B19Interest & Bank Charges0accounts.purchases.6000
B20Bank Charges0accounts.purchases.6100
B21Other Expenses0accounts.purchases.6200
B22Total General Expenses1380gl-cor:amount (totalGeneral)
B23Net Profit29640gl-cor:amount (netProfit)
B24Taxable Profit0gl-cor:amount (taxableProfit)
Draft Tax calculation
CellDIY LabelValuediya-gl mapping
E5Profit from Self Employment29640gl-cor:amount (profitSE)
E6Less: Personal Allowance12570tax.incomeTax.personalAllowance
E7Taxable Income17070gl-cor:amount (taxableIncome)
E8Tax at Basic Rate (20%)0tax.incomeTax.basicRate
E9Tax at Higher Rate (40%)3414tax.incomeTax.higherRate
E10Total Income Tax3414tax.incomeTax (total)
E14NI Class 4 (lower band)1024.2tax.nationalInsurance.class4MainRate
E15NI Class 4 (upper band)0tax.nationalInsurance.class4UpperRate
E17Total Tax + NI4438.2gl-cor:taxAmount (totalTaxNI)

Tax review

Draft Tax Calculation

Amount
Profit from Self Employment29,640
    Less: Personal Allowance12,570
Taxable Income17,070
    Tax at Basic Rate (20%)0
    Tax at Higher Rate (40%)3,414
Total Income Tax3,414
    NI Class 4 (lower band)1,024.2
    NI Class 4 (upper band)0
Total Tax + NI4,438.2