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GST, Invoice & Expense Tracker FY 2026-27

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Description

GST Invoice & Expense Tracker FY 2026-27 — Excel / Google Sheets workbook for self-employed professionals, consultants, creators and small businesses in India, with auto CGST-SGST-IGST invoices, expense and ITC log, GST summary with filing dates, advance-tax estimate and a print-ready invoice (9 sheets) WHO IT'S FOR Self-employed professionals, con...

Specifications

Target Audience

  • •Self-employed professionals, consultants and creators in India who invoice clients and want GST, ITC and TDS in one place
  • •Designers, developers, writers, marketers and photographers registered under GST (Monthly or QRMP) or still below the threshold
  • •Small agencies and two-person studios that need a shared invoice and expense log their CA can read
  • •Anyone, in any country, who wants a simple invoice + expense + outstanding tracker in Excel or Google Sheets

Prerequisites

  • •Microsoft Excel 2016 or newer, Google Sheets (free) or LibreOffice Calc 7+
  • •Your GSTIN and state (if registered), client details and your bank or UPI details for the invoice
  • •No macros, add-ons or installs; a basic comfort with spreadsheets is enough

License Type

commercial License

What's Included

  • Version v1.0.1

Features Inside

  • 1 Excel workbook (.xlsx) with 9 sheets: Settings, Dashboard, Invoices, Clients, Expenses, GST Summary, Invoice Template, Tax Notes, Lists
  • Automatic CGST/SGST vs IGST split, GST rate dropdown (0/5/12/18/28%), TDS 194J column and net receivable on every invoice
  • Paid / Unpaid / Overdue status from due dates, with overdue rows highlighted in red
  • Expense log with category dropdown, GST, ITC eligible Yes/No and net cost
  • GST Summary with month-wise and quarter-wise output tax, ITC, net payable and GSTR-1 / GSTR-3B / PMT-06 due dates for Monthly or QRMP filers
  • Dashboard with income, expenses, profit, GST collected vs ITC, outstanding by client and an advance-tax estimate on the 15 Jun / 15 Sep / 15 Dec / 15 Mar schedule
  • Print-ready A4 invoice sheet that fills itself from any invoice number
  • GST registered Yes/No toggle so unregistered freelancers and non-India users can use the same file
  • Setup guide PDF (6 pages) with Google Sheets import steps, column-by-column notes, SAC / GST-rate cheat-sheet, FY 2026-27 filing calendar and FAQ
  • Licence file and README; free 1.x updates

Included Files

  • gst-invoice-expense-tracker.zipDownload

Behind the Product

“I built this after a December where the GSTR-3B, the 15 December advance-tax instalment and three overdue invoices all landed in the same week and the numbers lived in four different places. Everything here is driven by one rule: type a thing once, in a yellow cell, and never calculate it by hand again. The sample rows are fictional, the formulas are plain SUMIFS and INDEX/MATCH so your CA can audit them, and the Tax Notes say "verify" wherever a rule could change. If a column you need is missing, reply to your order and it goes on the 1.x list.”

Common Questions

Does it work in Google Sheets?
Yes. Open sheets.google.com, File > Import > Upload the .xlsx and choose "Replace spreadsheet". Dropdowns, conditional formatting, frozen headers and named ranges come across. The guide has step-by-step instructions, and the workbook uses only standard functions that Sheets, Excel 2016+ and LibreOffice all support.
I am not registered under GST yet. Is it still useful?
Yes. Set GST registered to No on the Settings sheet. GST and ITC columns stay at zero, the invoice prints as a plain invoice, and you still get the invoice log, expense log, overdue tracking, dashboard and advance-tax estimate. Flip the toggle to Yes when you register.
How does it know whether to charge CGST+SGST or IGST?
Each client has a state or country on the Clients sheet. The workbook compares the client's state code with yours (from Settings). Same state gives CGST + SGST split equally; a different state or an overseas client gives IGST. You choose the rate (0% for exports under LUT, 18% for most services).
Is the advance-tax figure accurate?
It is an estimate, not a computation. The Dashboard projects your profit from the months elapsed so far, applies the effective tax rate you enter on Settings, subtracts TDS already deducted by clients and spreads the result over the four instalment dates. Use it as an early warning and confirm the real amount with your CA.
Can I add more invoices than the 500 ready rows, or my own expense categories?
Yes. Copy the last ready row down and the formulas extend; totals read whole columns so nothing else needs changing. Expense categories and SAC codes live on the Lists sheet and can be edited.
Is this tax advice, and is it up to date?
No, it is a record-keeping tool with plain-language notes. Rates, thresholds and due dates reflect the rules as understood in October 2026; Budgets and GST Council decisions change them, so verify with a chartered accountant and the official portals before filing.

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