Counselling and Psychotherapy Record Keeping | UK Tax and NI Projections | CPD and Supervision Log | Invoice Generator
Excel Spreadsheet
Digital Download
£60.00
VAT Included (if applicable)
Purchase via stripe Secure Checkout
In the latest release of this spreadsheet, you’ll discover new features that will offer clearer insights into your practice and streamline your workflow. As you spend less time on admin, you’ll be able to give more time to the most important tasks of all – looking after your clients and attending to your self-care. Designed for counsellors, psychotherapists and independent practitioners within the helping professions, this spreadsheet has been built from the ground up to record self-employed income and expenditure on a cash basis, and to log the professional requirements of supervision and CPD tracking. Plus, the sheet includes help (?) links and a glossary to support you with managing sole trader finances for an intuitive experience
The template can be reused each year and offers features including:
- Income Tax (Personal and Higher), National Insurance and Student Loan Repayment Estimates
- Client Attendance Record and Client Finder for Easy Navigation
- Flexible Session Rates for Each Client and Quick Reference for Payments Owed
- Take Account of PAYE Income and Non-Client Income
- Expense Categorising including Mileage Calculator
- Continual Professional Development (CPD) Record and Supervision Record
- Monthly Invoice Generator formatted to save as a single page PDF
- The spreadsheet is compatible with Microsoft Excel 2011 onwards. Some functions will not translate to Google Sheets.
Disclaimer: The Income Tax, National Insurance and Student Loan Repayment Projections are for guidance only. These calculations require accurate personal financial information and should be considered an estimate only. The spreadsheet is not suitable for those using traditional accounting or with a turnover in excess of £150,000.
Please get in touch if you have any questions about whether this is the right product for your practice. Further, if you would like to customise this sheet get in touch and we can explore your specific needs.
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This template is offered as an instant download. After you have made your purchase, you will receive the Excel Spreadsheet. Since this is a digital product, all sales are final and no refunds will be available.