Six profit & loss statements first, then four bookkeeping ledgers. Licenses and availability can change, so read each publisher's terms before you redistribute anything. We left out HubSpot's P&L and Sheetrix's bookkeeping sheet because both ask for your email before you can download.
12-month profit & loss statement
by ForProfit.io
ExcelSheetsFree
Twelve monthly columns plus a total, with expense rows laid out to match IRS Schedule C. Subtotals and net profit fill in as you type. There's a blank tab and a filled-in example tab, and the page walks through filling it from your bank statements on a cash basis.
Catch: ForProfit.io sells a paid service that builds P&L reports from uploaded bank statements, and the site pushes a free trial. The template itself is a direct .xlsx download with no email or sign-up. For Sheets, use File, Import, Upload.
Profit & loss statement for an LLC or side business
by Accidentally Retired
SheetsExcelFree
Built by a blogger for his own LLC. You edit the revenue and expense categories, anything uncategorized lands in miscellaneous income or other expense, and there's a spot for health insurance premiums so you can see a Schedule C style net income. It comes pre-filled with example numbers.
Catch: It's a make-a-copy Google Sheet, so you need a Google account; Excel users copy it first, then use File, Download, Microsoft Excel. It lives on a personal finance blog with a newsletter, but no email is needed for the template.
Income statement (single-step and multi-step)
by Vertex42
ExcelSheetsODSFree
Two worksheets: a simple single-step statement that lumps revenue and expenses together, and a multi-step one that works out gross profit after cost of goods sold, then operating income. The page explains each line in plain terms, which helps if accounting words make you queasy.
Catch: Private Use license, so you can't redistribute or resell it. Ads on the page. No sign-up for the download.
3-year profit & loss projection
by Vertex42
ExcelSheetsODSFree
For planning rather than record-keeping: estimate income and expenses for the next three years. It has separate tabs for service businesses and for businesses that sell goods (with a cost of goods sold section), and shows each line as a percentage of total sales.
Catch: Private Use license. Last updated in 2021, but the layout doesn't date. Vertex42 suggests its 12-month business budget if you want monthly columns instead.
Small business income statement collection
by Smartsheet
ExcelSheetsPDFWordFree
Several free versions on one page: a printable income and expenses sheet that works out gross profit after cost of goods sold, a yearly statement that compares three years and includes a tax rate cell, a monthly statement that starts from customer count times average sale, and a simple P&L.
Catch: Smartsheet sells work-management software and promotes trials and demos around the downloads. Not every version comes in every format, so check the links under each one.
Profit and loss statement template
by Shopify
ExcelFree
A single Excel P&L with company name and period, revenue and other income, gross profit, operating expenses such as rent, utilities and wages, and net income. Formulas do the totals. The page also covers how often to update it.
Catch: Shopify uses the page to promote its store platform and a free trial. The download sits behind a "Get your template" button, and we couldn't confirm from the page whether it asks for your email first.
BOOKLIX bookkeeping ledger
by Sheetorial
ExcelSheetsFree
One income-and-expense ledger: enter each transaction once with a category, type and account from dropdowns. A dashboard shows income, expenses and net for whichever month you pick, plus year-to-date totals by category and a running balance for each account (cash, bank, card). Comes in 11 languages.
Catch: Free .xlsx download with no account or trial behind it. You need a Google sign-in only if you copy it straight to Drive. Sheetorial makes other templates, some of them paid.
Small-business profit & loss tracker
by Quiriz
ExcelSheetsFree
The simplest option here: log date, income or expense, category, amount and a note. A summary tab shows total income, expenses and net profit, plus a 12-month breakdown. Categories live on their own tab and feed the dropdowns.
Catch: Direct .xlsx download, no sign-up, no watermark. It doesn't separate deductible amounts or track accounts, so it's best for a very small business.
Small business bookkeeping template with Schedule C categories
by ToolWise Digital
ExcelSheetsFree
An income log and an expense log (400 rows each), with expense categories matching the Schedule C Part II lines and a deductible-percent column that applies the 50% meals rule. The dashboard shows net profit, margin, a month-by-month table and a total deductible figure to hand your tax preparer. Every formula is written out on a start-here tab.
Catch: ToolWise sells paid templates on Etsy and has an optional newsletter box; the free download itself needs no email. Delete the sample rows before you start.
Google Sheets bookkeeping template for UK sole traders
by Rhodium Accounting
SheetsExcelFree
Built around the UK tax year (6 April to 5 April). Tabs for business details, a chart of accounts, transactions and an income statement that gives the trading profit figure for Self Assessment. Only useful if you file in the UK.
Catch: Rhodium is a UK accounting firm that sells bookkeeping and reporting services. We couldn't confirm whether the "Download your free copy" button asks for an email.