Online Templates for Accountant (General)

Accountant (General) Templates

Are you in the Accountant (General) role and looking for Finance template examples to download? Whether you’re looking for Google Docs templates, Word templates, Notion templates, Airtable templates or even spreadsheet templates for Finance, you’re in the right place. We build powerful online templates for Accountant (General)s like you so you can save time and money each day. If you’re looking for one of the below templates or would like to discuss having a custom set of sample Finance templates created, get in touch to discuss.

Accountant (General) Template Examples

1. Financial Statement Template: This template is used to prepare monthly financial statements, including the income statement, balance sheet, and cash flow statement. The layout typically consists of columns for different financial categories, such as revenue, expenses, assets, and liabilities. It allows the accountant to input the relevant data and calculate key financial ratios and metrics to assess the company’s financial health.

2. Budget Template: The budget template is essential for planning and tracking the company’s financial resources. It includes sections for revenue projections, expense categories, and budgeted amounts. The layout usually consists of rows and columns, with separate sections for different departments or cost centers. The accountant can input the planned amounts and compare them with actual expenses to monitor budget adherence.

3. Accounts Payable Template: This template is used to track and manage the company’s outstanding payments to suppliers and vendors. It typically includes columns for invoice numbers, due dates, amounts owed, and payment status. The layout allows the accountant to easily identify overdue payments and prioritize them for timely settlement.

4. Accounts Receivable Template: The accounts receivable template helps track the company’s outstanding customer invoices and monitor the collection process. It includes columns for invoice numbers, due dates, amounts owed, and payment status. The layout allows the accountant to identify overdue invoices, follow up with customers, and record payments received.

5. Payroll Template: This template is used to calculate and record employee salaries, deductions, and taxes. It typically includes sections for employee information, hours worked, pay rates, and various deductions. The layout allows the accountant to input the necessary data and automatically calculate net pay for each employee.

6. Expense Report Template: The expense report template is used by employees to submit their business-related expenses for reimbursement. It includes sections for expense details, dates, amounts, and supporting documentation. The layout allows the accountant to review and verify the expenses before processing reimbursement.

7. Tax Template: The tax template is crucial for calculating and reporting the company’s tax obligations. It includes sections for different tax categories, such as income tax, sales tax, and payroll tax. The layout allows the accountant to input the relevant financial data and calculate the tax liability. It also provides a summary of tax payments made throughout the year