Alberta Expense & Tax Macro Spreadsheet -- 2
Budget: $250 – $750 CAD
I run a small Alberta-based business and I’m tired of juggling receipts and GST paperwork in separate files. I need a single Excel workbook—built with solid VBA macros—that lets me enter every invoice, bill, and payment once and then automatically keeps the rest of the numbers straight.
What has to be captured? Office supplies, utilities, travel costs plus the day-to-day items I actually spend on: dining out with clients, insurance premiums, professional or membership fees, and my annual business-registration charges. Each entry must store the amount charged, the service or product provided, GST collected or paid, and any deductible portion.
On the automation side, the macros must:
• Instantly calculate category and grand totals so I always know year-to-date spending and GST owed or refundable.
• Generate clean, printable summary reports (monthly and year-end) that my accountant can use as-is.
• Sort or filter the raw data by date, vendor, category, or taxable status with a single click.
If you build pivot tables, slicers, or a user-friendly data-entry form to tie it all together, even better—just keep everything inside a standard .xlsm file so I don’t need extra add-ins. Clear cell protection and an obvious reset/start-new-year button would be a plus.
Deliverables:
1. An unlocked .xlsm workbook ready for my first entry.
2. Brief, step-by-step notes explaining how to add more expense categories or tweak the GST rate if the rules change.
I’m looking for clean code, well-labeled sheets, and something I can rely on at tax time for years to come.
What has to be captured? Office supplies, utilities, travel costs plus the day-to-day items I actually spend on: dining out with clients, insurance premiums, professional or membership fees, and my annual business-registration charges. Each entry must store the amount charged, the service or product provided, GST collected or paid, and any deductible portion.
On the automation side, the macros must:
• Instantly calculate category and grand totals so I always know year-to-date spending and GST owed or refundable.
• Generate clean, printable summary reports (monthly and year-end) that my accountant can use as-is.
• Sort or filter the raw data by date, vendor, category, or taxable status with a single click.
If you build pivot tables, slicers, or a user-friendly data-entry form to tie it all together, even better—just keep everything inside a standard .xlsm file so I don’t need extra add-ins. Clear cell protection and an obvious reset/start-new-year button would be a plus.
Deliverables:
1. An unlocked .xlsm workbook ready for my first entry.
2. Brief, step-by-step notes explaining how to add more expense categories or tweak the GST rate if the rules change.
I’m looking for clean code, well-labeled sheets, and something I can rely on at tax time for years to come.