249 Accounting Templates

  • Invoice Form Invoice Form What is an Invoice Form? The printable invoice form provides information about the product that is being imported or exported. The document usually includes information about the destination, manufacturer, recipient and Harmonized system codes for these g
  • FedEx M-1054 FedEx M-1054 What Is a FedEx M-1054 Form? The FedEx M-1054 form is a Customs Declaration Form used by individuals or companies shipping goods internationally via FedEx. This form is necessary for any shipment that includes merchandise or goods that exceed the value of
  • Form 990 Form 990 What Is Form 990? The 990 form is called Return of Organization Exempt from Income Tax. It is widely used by section 527 political organizations, nonexempt charitable trusts, and tax-exempt institutions. The form includes information on the taxes, an over
  • Form 990 (2021) Form 990 (2021) Form 990 (2021)
  • Form 1040-SR Form 1040-SR What is the 1040-SR form 2022? This document is used for the adults (65 years old or higher) to file their taxes through the IRS system to report other sources of income. One can download the 1040-SR blank PDF form for free from the PDFLiner and print it
  • Wells Fargo Wire Transfer Wells Fargo Wire Transfer What Is a Wells Fargo Wire Transfer Form? A Wells Fargo wire transfer form is a document used to initiate the process of sending money electronically from one account to another. This form is used to provide Wells Fargo with the necessary information to i
  • Tennessee Affidavit Template Tennessee Affidavit Template What Is a Tennessee Affidavit Template Form? A Tennessee affidavit template form is a legal document used in the state of Tennessee to verify facts or statements made by an individual under oath. It is a written statement made voluntarily by an affiant wh
  • Singer Invoice Template Singer Invoice Template How to Find a Fillable Singer Invoice Template? Use PDFLiner forms catalog to obtain your form. To get the form Either hit the "Fill this form" button or do the steps below: Enter our main page. Find the search bar a
  • Virtual Assistant Invoice Template Virtual Assistant Invoice Template What Is a Virtual Assistant Invoice Template? A virtual assistant invoice template is a pre-formatted document that enables virtual assistants to bill their clients for services rendered. The template usually contains all the essential details that a clie
  • Veterinary Invoice Template Veterinary Invoice Template How to Find a Fillable ? You can find the blank file in PDFLiner forms library. Push the blue button to load the editor, or proceed with the guide below: Sign In to your account. Write “” in the search.
  • Truck Repair Invoice Template Truck Repair Invoice Template Obtain a Fillable Truck Repair Invoice Template You can find the blank file in PDFLiner forms library. Push the blue button to load the editor, or proceed with the guide below: Enter our main page. In the Search for Documents
  • Transcriptionist Invoice Template Transcriptionist Invoice Template How to Get a Fillable Transcriptionist Invoice Template? The document is ready for you to acquire at the PDFLiner library. The fastest way to get the form is by clicking "Fill this form" button on this page, but in case you'll need the form
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What Are Accounting Templates?

Financial reports, reconciliations, invoices, budgets, and more are all that accountants have to deal with literally every day. A small business accounting template can help you with all these difficult tasks. Our site has a collection of over 300 accounting templates PDF that you can use to create a paperless workflow in your workplace. With their help, you can speed up the collection and processing of information, as well as simplify its storage. Also, using our forms helps to unify work processes, adhere to generally accepted standards of quality and structure, and reduce the number of errors.

What Are the Accounting Templates Used For?

In short, accounting templates are used to perform various accounting tasks. The purpose of such forms can be different: from tax reports of self-employed people to the annual budgets of corporations. They can be used both to provide information about activities to higher authorities, such as the IRS, and to obtain data for internal work. You can customize templates by including additional fields and pages or, conversely, by removing unnecessary blocks in the current situation. With these ready-made forms, you can speed up workflows and improve communication between departments. Considering the volume of documents accountants have to deal with, templates are essential tools in their work.

Types of Accounting Templates

In the PDFLiner collection, accountants, bookkeepers, small business owners, and freelancers can find various categories of free accounting templates for any case. The choice of specific blank accounting forms depends on the task assigned to you and the business characteristics. Among the most common forms are the following:

  • Balance sheets. It is perhaps one of the most critical accounting documents that help to calculate assets, liabilities, and capital. That is, it shows the current financial condition of an object.
  • Cash flow. If the previous template reflects static data, then this one shows the direction of finance movements: expenses and income. Based on this kind of form, financial plans for the next month, six months, and even a year can be drawn up.
  • Income statement. This template allows you to get deep insights into all your acquisitions so you can decide how to grow your business.

Other less popular but still regularly used accounting templates include forms for inventory, tracking receivables, and controlling payrolls, as well as forms for use in specialized bookkeeping software.

What Should Be Included in Accounting Templates?

The content of an accounting contract template may differ depending on what exactly you will use it for. As a rule, the first thing that should be entered on the form is information about the business. Whether you issue an invoice or prepare a tax return, recipients need to know which company you’re talking about. Usually, these are the owners’ names, company names, contact details, addresses, IDs, and more.

Other data may vary greatly depending on the template type. Most often, the forms ask for financial information about companies, such as a list of income, expenses, assets, and so on. Based on such data, budgets and development plans for subsequent periods are created.

Another type of information required is customer and order data. It can be the contact details of your clients, goods and services provided, invoices issued and their amounts, and much more. With these templates, you can track your customer accounts, monitor receipts and debts, and report earnings to the tax office.

The third data category is information about your employees: names and contact details, salary, bonuses, hours worked, tax credits, etc. All this allows you to monitor the performance of each individual worker and the entire team. Besides, employers are required to pay taxes for officially employed persons; tax documents are compiled based on the listed personal data.

How to Create Accounting Templates: Step by Step

Use our ready-made forms if they fully suit your needs, or make your own accounting template that is perfect for the current situation. The PDFLiner editor simplifies the work with forms, allowing you to fill in all the fields in a matter of minutes, or generate a new document from scratch. If you’d rather build templates yourself, here’s how to do it with PDFLiner:

  1. First, decide on the list of information you need. Think over all the details to create the perfect blank.
  2. Open the editor and select the “Create New” option to start working on a new document.
  3. Tap “Upload PDF” and pick any file you want to use as a base template.
  4. After uploading the document, start editing: add text, insert symbols and pictures, strike out or white out unnecessary elements, and so on.
  5. When you’re done with the template, save it to your device or your account’s cloud.

The document generated in this way can be reused as much as you need and sent to recipients in a couple of clicks.

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