Free Excel Templates for Accounts, Tax, HR & Home in India
Ready-to-use workbooks for GST, TDS, bank reconciliation, final accounts and MIS; for advance tax, capital gains and the 2026-27 compliance calendar; and for employee records, payroll, attendance, CTC, salary TDS, bonus, overtime, leave encashment, gratuity and full & final settlement; and for society maintenance and the household budget — built by a finance professional for Indian rules. Every template has a free edition you can download now. The Pro edition adds extra sheets for ₹19 ₹99, a one-time payment.
- Works in Excel, Google Sheets & LibreOffice
- No macros, zero formula errors
- Guide sheet and sample data in every file
Save with a kit
Every Pro template in a category in one ZIP, for one price.
14 Pro templates
Finance & Accounts Kit
Month-end close in one place – reconciliation, ageing, fixed assets, petty cash and the P&L.
₹208 ₹1,386
5 Pro templates
Tax & Compliance Kit
Never miss a due date – the compliance calendar and multi-client tracker cover GST, TDS, ITR, PF/ESI and ROC.
₹74 ₹495
9 Pro templates
HR & Payroll Kit
Run payroll end to end – employee master, attendance, salary sheet with PF, ESI, PT and TDS.
₹134 ₹891
GST Invoice Format & Sales Register
Keep customers and items once, record each sale in the sales register, and print any invoice by picking its number. The workbook reads the customer's state from the GSTIN, charges CGST + SGST within your state or IGST outside it, and prints a tax invoice with every rule 46 particular – including the amount in words.
Free .xlsxPro ₹19: +3 sheets
Compliance Calendar 2026-27
Every common statutory due date for an Indian business from April 2026 to May 2027 in one Excel tracker: GST returns, TDS/TCS deposits and statements under the Income-tax Act, 2025, advance tax, income-tax returns and audit reports, PF/ESI and ROC/LLP filings. Tick what applies to you, mark items done and see what is due in the next 30 days.
Free .xlsxPro ₹19: +2 sheets
Advance Tax Calculator 2026-27
Enter your expected income for April 2026 to March 2027 – salary, house property, business (actual or presumptive), other income and capital gains – with deductions and TDS. The calculator compares the new and old regimes, tells you whether advance tax applies, works out the four instalments and estimates interest for any shortfall.
Free .xlsxPro ₹19: +2 sheets
Capital Gains Calculator
List every sale in the year – shares, equity and debt mutual funds, property, gold, unlisted shares or bonds. The calculator decides short-term or long-term, applies grandfathering for shares bought before 1 February 2018 and indexation for property bought before 23 July 2024, sets off losses in the right order, applies the ₹1.25 lakh exemption and estimates the tax.
Free .xlsxPro ₹19: +2 sheets
GSTR-2B Reconciliation
Paste your purchase register and the GSTR-2B download. The template matches invoices on supplier GSTIN and invoice number, compares taxable value and tax, and sorts every line into matched, mismatched, missing in 2B or missing in books — with ITC totals for each.
Free .xlsxPro ₹19: +2 sheets
TDS Tracker (Income-tax Act, 2025)
Record each payment to contractors, professionals, landlords, agents, lenders and suppliers. The tracker picks the section 393 rate (with the old 1961 section alongside), checks single and annual thresholds, applies the no-PAN rate, and shows the deposit due date, interest on late deposit and quarter-wise totals.
Free .xlsxPro ₹19: +2 sheets
Bank Reconciliation Statement
Enter your bank book and the bank statement, then mark which entries have cleared. The template lists cheques not yet presented, deposits not yet credited and bank-only entries, and builds a BRS that proves the two balances agree.
Free .xlsxPro ₹19: +1 sheet
Cash Flow Statement (AS 3)
Enter three balance sheets and two years of P&L. The workbook derives capex, taxes paid, interest and loan movements, and builds an AS 3 cash flow statement (indirect method) for the current and previous year that ties back to your closing cash.
Free .xlsxPro ₹19: +2 sheets
Schedule III Balance Sheet & P&L
Paste your trial balance, map each ledger to a Schedule III code once, and the balance sheet and statement of profit and loss build themselves in the Division I format, with previous-year columns and a tally check.
Free .xlsxPro ₹19: +2 sheets
Fixed Asset Register
Record every asset once — cost, put-to-use date, location, useful life — and the register calculates Companies Act depreciation (SLM or WDV) pro-rata for the year, handles disposals and gives you the gross block, accumulated depreciation and net block.
Free .xlsxPro ₹19: +2 sheets
Ratio Analysis & CMA Data
Enter three years of condensed balance sheets and P&L. The workbook calculates 20 ratios — liquidity, leverage, coverage, profitability, efficiency and growth — shows whether each improved or worsened, and explains what each one tells you.
Free .xlsxPro ₹19: +2 sheets
Cash Flow Forecast (12 Months)
Enter opening cash, your customers' and suppliers' credit terms and GST rate once, then monthly sales, purchases and expenses. The workbook turns them into month-by-month cash in, cash out and closing balance, flags months below your minimum cash and tells you how much extra funding you would need.
Free .xlsxPro ₹19: +2 sheets
Loan Amortisation & EMI Schedule
Enter the loan amount, rate, tenure and first EMI date to get the EMI and a month-by-month split of interest and principal. Add floating-rate changes and part-prepayments, choose whether to keep the EMI or the tenure, and see how many EMIs and how much interest you save.
Free .xlsxPro ₹19: +2 sheets
Expense Tracker & Monthly P&L
Record every money-in and money-out with a category and account. The workbook builds a month-by-month profit and loss for the financial year – income, cost of sales, gross profit, expenses and net profit – and shows the balance in cash and each bank or UPI account.
Free .xlsxPro ₹19: +2 sheets
Inventory & Stock Register
List your items with opening stock, record every purchase, issue, sale, return and adjustment, and the stock summary gives received, issued and closing quantity for any period, closing value at weighted average cost, and which items have fallen to their reorder level.
Free .xlsxPro ₹19: +3 sheets
Budget vs Actual & Cash Flow Forecast
Enter the year's budget once, add actuals as each month closes, and pick a month. The variance report shows month and year-to-date budget, actual, variance and %, marks each line favourable or adverse, and highlights anything above your materiality limit.
Free .xlsxPro ₹19: +1 sheet
Receivables & Payables Ageing
Enter open sales invoices with their credit days. The template ages each one from its due date into Not due, 0-30, 31-60, 61-90, 91-180 and Over 180 days, and builds a customer-wise summary with follow-up comments that updates as you add invoices.
Free .xlsxPro ₹19: +2 sheets
Petty Cash Book & Expense Claim
Record each top-up and small payment with its expense head and voucher number. The book keeps a running balance, flags payments without a bill, and gives a head-wise month-by-month summary ready to post to the ledger.
Free .xlsxPro ₹19: +3 sheets
Freelancer Invoice & Payment Tracker
Add your clients once with their TDS rate and credit days, then record each invoice. The tracker works out GST if you're registered (CGST+SGST, IGST or export), the TDS each client should deduct, the due date, what is outstanding and overdue – and the year's fees, receipts and TDS to claim in your return.
Free .xlsxPro ₹19: +3 sheets
Salary Sheet & Payroll Register
Keep each employee's monthly pay once, enter loss-of-pay days and one-off amounts, and the payroll register works out earned pay, employee PF, ESI, professional tax, TDS and net pay – plus employer PF, EPS, EDLI, admin charges and ESI, and the amounts and due dates for each statutory payment.
Free .xlsxPro ₹19: +3 sheets
Employee Master & Onboarding Checklist
One master record for every employee – joining date, department, manager, PAN, UAN, ESIC, bank and contact details – with a 16-point onboarding and KYC checklist. Probation and confirmation dates are worked out from the date of joining, and an action list shows overdue confirmations and pending documents.
Free .xlsxPro ₹19: +3 sheets
Attendance & Leave Tracker
Pick a month and the register lays out the dates, greys out weekly offs and your holidays, and gives a grid to mark each employee present, absent, on half day, on leave or on duty. It counts every code, highlights days not yet marked and works out loss-of-pay and paid days for payroll.
Free .xlsxPro ₹19: +3 sheets
Leave Encashment & Overtime Calculator
Record overtime day by day – hours beyond 8 a day, or every hour on a weekly off – and get overtime pay at twice the ordinary rate of wages, monthly hours by employee and a check on the quarterly limit. The leave sheet works out annual leave earned (1 day per 20 days worked), what carries forward up to 30 days, and the days and amount to encash at year end or on exit.
Free .xlsxPro ₹19: +2 sheets
Statutory Bonus Calculator
Works out statutory bonus for every employee under the Code on Wages, 2019: eligibility (wages up to ₹21,000 a month and 30 days worked), the calculation ceiling of ₹7,000 or the minimum wage if higher, bonus at the rate you declare between 8.33% and 20%, interim or festival bonus already paid, and the payment deadline.
Free .xlsxPro ₹19: +2 sheets
CTC to Salary Structure Builder
Enter an annual CTC and the city. The builder sets Basic + DA as a share of CTC, adds HRA, works out employer PF, ESI and gratuity, and fills the rest with a special allowance so the structure adds up exactly to the CTC – then estimates monthly deductions and take-home pay and checks the 50% wage rule.
Free .xlsxPro ₹19: +2 sheets
Salary TDS Calculator 2026-27
Enter annual salary, HRA and rent, deductions and what you have already deducted. The calculator computes income tax for tax year 2026-27 under the new and old regimes side by side, shows which is lower, and works out the TDS to deduct in each remaining month.
Free .xlsxPro ₹19: +2 sheets
Gratuity Calculator & Register
Work out gratuity for one employee – eligibility, years counted, the 15/26 formula, the ₹20 lakh ceiling and the tax-exempt part – and keep a register of the gratuity liability for all your staff as on any date.
Free .xlsxPro ₹19: +2 sheets
Full & Final Settlement Calculator
Enter the exit details, monthly pay, notice terms, leave balance and recoveries. The calculator works out the last month's salary, notice pay or recovery, leave encashment, bonus, gratuity, PF, ESI, PT and TDS, and the net amount – with the two-working-day payment deadline under the Code on Wages.
Free .xlsxPro ₹19: +2 sheets
Society / RWA Maintenance Accounts
Keep the maintenance accounts of a housing society, apartment association or RWA in one workbook. Each flat's monthly charge is worked out (per sq ft or fixed, plus parking, sinking fund and non-occupancy for rented flats); record receipts and expenses, and see member-wise dues with interest, a defaulters list and month-by-month receipts and payments with cash and bank balances.
Free .xlsxPro ₹19: +3 sheets
Personal Budget & Household Expense Tracker
Set a monthly budget for each category, record income, spending and transfers across your bank account, UPI wallet, cash and credit card, and see budget vs actual for any month, the whole year by category with your savings rate and 50/30/20 split, and the balance of every account.
Free .xlsxPro ₹19: +3 sheets
How the templates work
Every workbook opens on a Guide sheet that explains what it does, how to fill it in and the assumptions behind it, with a status line that turns ✔ when your data checks out. Yellow cells with blue text are inputs; everything else is calculated. Sample data for a fictional Raipur business is already filled in so you can see the result before you replace it with your own.
The Free edition is the complete core workbook. The Pro edition adds the extra sheets accountants usually build by hand afterwards — notes, reconciliations, claim forms, scenarios. It costs ₹19 per template (regular ₹99), paid once through Razorpay, with an instant download. Each template page lists exactly what is in each edition.
Templates are tools, not professional advice. Tax rates and thresholds change; check them against the law or with your adviser before you rely on a result. Looking for quick calculations instead? Try the free online calculators.