Driving Instructor Accounts System(iPad/Android tablet)

See also more detailed accounting versions for PCs including personalised categories, bank reconciliation and mileage

As a self employed individual, it is essential that you keep up to date and accurate records relating to your business. This spreadsheet system will help you to keep control of your income and expenses and is suitable for those Driving Instructors who prefer to use a iPad/Android Tablet.

As well as keeping a track of your finances it will also help you to complete your own Self Assessment

This system is as simple as entering items you have paid for or income, such as lesson fees, onto the relevant month under the relevant category (set up in the same categories required for your Self Assessment), and then the figures automatically update on the P&L sheet. Income, expenses and P&L are all on one file, which makes life easier for you and less time consuming. It allows you to keep an accurate record of:

  • your sales and takings
  • your purchases and expense

Although this accounting and bookkeeping spreadsheet system has been set up in Excel 2007 it is a system that can be used on tablets. You will need to ensure you have a suitable spreadsheet App, such as Documents to Go by Dataviz.com or Numbers from Apple for iPads/android tablets, before you can download the Accounting File.

This system can be used year after year and therefore you do not need to repurchase a new system each year.

The system comprises

  • Annual Summary/P&L – automatically updates as you enter data
  • Monthly sheets for income and expenses with drop down lists for categories

Benefits of using the system

  • Very easy to use – simply enter income and outgoings on the same monthly sheet, the P&L Summary sheet updates automatically.
  • Created specifically for self employed individual
  • No experience required
  • Produces relevant figures to enable you to complete your own Self Assessment Tax Return
  • Save money on accountants/bookkeeper
  • Reduce the time you spend on record keeping
  • Monthly spreadsheets for income and expenses
  • Profit and Loss spreadsheet (automatically updates)
  • Enter a % split for costs of vehicle, phone and home use where you use partly for business and partly for personal use
  • Use year after year - no need to update, (with the exception of capital allowance/written down allowances – see note

Income/Expenses Sheet

There is one sheet per month.  You simply add the date, the payee/payable to and enter the figure under the relevant heading, ie Car Costs for fuel.

Each sheet has a running total of income and expenses.

The amounts are then transposed both to the P&L Summary Sheet and the Draft Self Assessment Sheet and will help you to keep a track of your annual expense.

Annual P&L Sheet

The amounts on this P&L sheet will be automatically following any entries made in the monthly sheets. You will be able to clearly see running totals per month and also for the whole year for each category, as well as total income and total expenses per month and for the whole year.

All cells are password protected to prevent accidental deletion.

Minus figures are shown in red.

Self Assessment

The draft Self Assessment Form will be automatically completed by adding all the relevant amounts categories into each category (ie vehicle costs, which can include Fuel, MOT, Servicing, Repairs etc and is multiplied by the % for business use of the vehicle). 

The draft form allows you to copy across the sums when you to complete your own annual tax return, to your paper HMRC form or to complete online.

Driving Instructor Accounting/Bookkeeping System for Tablets