102 Accounting Templates

Accounting Document Library

Templates, checklists, and trackers for every stage of your business. Customized for your entity type, industry, and company stage.

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Important: These templates are for informational and organizational purposes only. They do not constitute tax, legal, or accounting advice. Consult a qualified CPA, Enrolled Agent, or tax professional for advice specific to your situation.

102

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5

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4

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Record Retention Quick Reference

IRS guidelines for how long to keep business documents

Document Type Retention Period Notes
Tax returns Permanent Keep all filed returns indefinitely
Supporting tax documents 3-7 years 7 years if underreported income >25%
Employment tax records 4 years After tax becomes due or is paid
Property/asset records Ownership + 3 years For depreciation and gain/loss calculation
Business expense receipts 3 years From date of filing
Bank statements 7 years Supports tax filings
Contracts 7 years After expiration
Corporate documents Permanent Formation, minutes, stock records

Source: IRS.gov. State requirements may differ. Consult a qualified professional for your specific situation.

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102 templates customized for your business type, entity structure, and company stage. Organize your finances, prepare for taxes, and build investor-ready reporting.

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Informational templates only. Not tax, legal, or accounting advice.

Frequently Asked Questions

Is this tax or accounting advice?
No. These are organizational templates and educational checklists. They help you gather information and stay organized, but they do not replace professional tax preparation, accounting services, or legal advice. Always consult a qualified CPA, Enrolled Agent, or tax professional for advice specific to your situation.
What formats are the templates available in?
Templates are available in Microsoft Excel (.xlsx), Google Sheets (direct link), and PDF formats. Spreadsheet formats include formulas and are fully editable. PDF versions are best for checklists and reference guides.
How are templates customized for my business?
When you download a template, you can select your entity type (LLC, S-Corp, C-Corp, etc.), business model (SaaS, E-commerce, Service), and company stage. The template is pre-populated with relevant categories, terminology, and metrics for your business type.
How often are templates updated?
Templates are reviewed and updated annually (typically in January) to reflect new tax deadlines, IRS thresholds, and regulatory changes. Major changes trigger mid-year updates. Each template shows a "Last Updated" date.
Can I use these for multiple businesses?
Yes. Once downloaded, you can customize and use templates for any businesses you own or manage. Each template can be saved with different business names and configurations.
Do I still need a CPA or bookkeeper?
Yes, for most businesses. These templates help you stay organized and prepare for working with professionals, but they don't replace the need for tax preparation (required for most filings), professional accounting advice, or audit/review services. We recommend working with a CPA for tax filing and a bookkeeper for ongoing transaction management as your business grows.