NZ Sole Trader & Contractor Pack — Tax Invoices, GST Return Figures, Expense & Mileage Tracking | Excel & Google Sheets

Everything a New Zealand sole trader needs to stay on top of GST and get through the year without a shoebox of receipts.

Built to New Zealand rules — not a US template with the dollar sign changed.

What's inside

• Tax Invoice — a compliant NZ tax invoice with every field Inland Revenue expects: your GST number, the buyer's details, description, quantity, GST amount and total. Fill it in, save as PDF, send
• Invoice Register — every invoice you issue, with due dates calculated from your payment terms and an automatic OVERDUE flag the moment one slips
• Expenses — enter what you actually paid; the GST portion and net cost calculate themselves. Mark anything non-claimable and it's excluded from your GST automatically
• Mileage log — business kilometres costed at the rate you set
• GST Return — GST collected less GST paid for any period you choose, laid out for your GST101A
• Annual Summary — income and expenses by category, and net profit before tax, ready to hand to your accountant

Built properly

The GST rate lives in one cell — change it there and every sheet updates. Mileage rates are not hardcoded, because Inland Revenue changes them each year and a stale rate in a spreadsheet is worse than no spreadsheet. Every formula has been tested against known figures.

Works in Excel and Google Sheets. Instant download. Buy once, use every year.

A record-keeping tool, not tax advice — confirm your GST registration, filing frequency and what you can claim with your accountant or at ird.govt.nz.