Business Template Excel Bundle

Who keeps the books, tracks the taxes and handles the staff paperwork in your business? If the answer is “me, after hours”, this bundle is for you.

Most small businesses don’t fail because the product is bad. They get into trouble because the invoice was never followed up, the tax return was filed late, the employee was dismissed without a proper hearing, or nobody noticed the payroll included someone who no longer works there.

Big companies have an accountant, a tax manager and an HR department for all of this. You have a laptop and a busy week.

The Business Template Excel Bundle gives you everything you need to run your business properly, in one download. It has four ready-made tools covering money, tax, people and payroll, so you don’t have to build anything from scratch.

What’s inside

1. Small Business Manager ToolKit (Excel): your books
You enter a quotation, invoice, payment or expense once, and everything else updates: customer balances, stock, profit, cash flow and the dashboard.

• Printable quotations and invoices with your logo, plus part-payment tracking
• A customer list showing who owes what and who’s overdue
• A categorised cash book, stock control with low-stock alerts, and monthly profit and loss
• A cash-flow forecast that warns you before money runs short
• Budget against actual, sales targets, and a one-page dashboard
• You set your own currency, tax rates and categories

2. Tax Compliance Tracker, 2027 Edition (Excel): your deadlines
A full-year compliance calendar that tracks every filing and payment, so nothing slips through.

• Pre-filled obligations with editable due dates and rates: PAYE, VAT, provisional tax, withholding taxes, annual returns, licences and more
• Statuses update automatically from “not yet due” to “complete”
• A provisional tax (QPD) estimator, and a payments register that handles two currencies
• A tax clearance countdown with a RED / AMBER / GREEN risk rating
• A dashboard showing the next 10 deadlines and an at-risk list
• Comes ready-loaded with Zimbabwe’s obligations. The rules sheet is fully editable and has ten custom rows, so you can adapt it to your own country’s calendar.

3. HR Pro Toolkit (Word): your people
More than 40 editable HR documents in 8 modules, so you never have to start an HR letter from a blank page.

• Permanent, fixed-term and casual employment contracts
• A complete set of disciplinary templates, from verbal warning through hearing, outcome, suspension and appeal
• Leave forms, performance scorecards and evaluation forms
• A recruitment kit with a job advert, shortlisting guide, 50 interview questions, scoresheets, offer letter and onboarding checklist
• Job descriptions across agriculture, banking, education, health, mining and more
• An HR audit checklist and policy manual guideline
• The checklists and disciplinary templates are aligned with Zimbabwean labour law, and they follow standard practice you can adapt to your own country’s labour law.

4. Payslip Template (Excel): your payroll
A printable payslip that works out the deductions for you.

• Gross pay from basic salary, allowances, overtime and bonuses
• PAYE from tax bands, social security, pension, tax credits and levies, all calculated automatically
• Net pay and a deductions summary, with the employer contribution shown separately
• All bands, rates and limits are on one Tax Table sheet. It comes loaded with Zimbabwe’s USD tables, and you can change those cells to your country’s rates and every payslip recalculates.

Free bonuses

Leave Ledger: leave tracker and balance calculator
Live leave balances for each employee, with weekends and public holidays excluded automatically. It pro-rates leave for new starters, shows who’s away each month, and warns you about overlaps and negative balances. It holds up to 150 employees.

Payroll Pulse: payroll reconciliation and ghost employee checker
Paste in last month’s and this month’s payroll and it flags what’s changed before you pay: new joiners, leavers, pay jumps, shared bank accounts, duplicate ID numbers and missing details. It includes a reconciliation bridge and a sign-off block.

Why this bundle?

• Everything to run your business, in one go. You get books, tax, HR and payroll instead of four separate searches and four separate purchases.
• Built by consultants who audit these processes. The templates reflect what auditors, tax officers and labour officers actually check.
• Use it in any country. Currencies, tax rates, tax tables and entitlements are all editable. It’s ready-loaded for Zimbabwe if that’s where you are.
• No software to learn. These are standard Excel and Word files with no macros, add-ins or subscriptions. They also work in LibreOffice.
• Sample files included. Example data shows you exactly how each tool should look once it’s filled in.
• Pay once, use every year.

Who it’s for

• Small business owners who handle their own admin
• Bookkeepers and accountants serving several small clients
• Admin and operations managers who look after HR because there’s no HR department
• NGOs, schools, churches, clinics and start-ups setting up proper systems
• Consultants who want a ready-made toolkit to hand over to clients

Please note

These are administration templates. They are not accounting software, a fiscal device or an e-invoicing system, and they are not tax or legal advice. The pre-loaded tax rates, deadlines and labour-law references are a starting point, so confirm them with your tax authority or adviser and update them for your country before you rely on them.