Template Setup & Excel Help
Match your goal to the right KanderBooks template, whether you need tax planning, bookkeeping close support, payroll tracking, seller finance, or personal budgeting.
Best for: customers deciding which KanderBooks template fits their current workflow.
Important: This guide is a product-use guide, not accounting or tax advice. Choose tools based on your workflow and consult professionals for technical decisions.
Start with your main goal
| Section | Use it for |
|---|---|
| Plan estimated payments | Use the Quarterly Estimated Tax Planner. |
| Track contractors and W-9s | Use the Contractor W-9 and 1099 Tracker. |
| Close books each month | Use the Monthly Bookkeeping Close Packet. |
| Summarize payroll and deposits | Use the Payroll Register and Tax Deposit Tracker. |
| Organize online seller finances | Use the E-Commerce Seller Finance Pack. |
| Prepare personal tax documents | Use the Personal Tax Organizer. |
| Manage household money | Use the Personal Monthly Budget Template. |
Questions to ask before choosing
- Am I organizing business records, personal records, or both?
- Is my goal ongoing monthly tracking or year-end preparation?
- Do I need a checklist, a tracker, a dashboard, or a handoff packet?
- Will I update the file myself, or will a bookkeeper/admin help?
- Do I need to send the final file to a tax professional, accountant, or support person?
Template combinations
Estimated Tax Planner plus Contractor/W-9 Tracker if you hire help.
Monthly Close Packet plus Payroll Tracker if you have employees.
E-Commerce Finance Pack plus Monthly Close Packet for bank-level review.
Personal Tax Organizer plus Budget Template for personal finance planning.
FAQ
Can one template do everything?
No. Each template is designed for a specific workflow so the file stays easier to use.
Can I use business and personal templates together?
Yes, but keep business and personal records in separate files and folders.
What if I bought the wrong template?
Contact support with your order details and explain what workflow you need.
Can templates be customized?
Some customization may be possible. Contact support for a walkthrough or custom request.
Where should I begin if I am overwhelmed?
Start with the template tied to the deadline or workflow causing the most pressure, then build from there.
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