Expense Report - Simple Doc File (template)

Expense Report Template for Freelancers & Small Business Owners
Itemize the purchases you made on behalf of your business to track reimbursements to you or your staff.

This Expense Report Template helps freelancers, solopreneurs, and small business owners track business-related expenses that were paid for personally (i.e.: not by your business) so that you can process a reimbursement and capture business expenses. Once populated with your deductible expenses, save or print and add to your record-keeping system along with paper and/or digital receipts.

It's perfect for:
✅ Capturing whether you made purchases with cash, credit, or other method of payment
✅ Itemizing purchases that qualify for deduction from your taxes as an operating expense
✅ Reimbursing yourself when you paid for a business-related item from personal bank accounts
✅ Home Office Expenses that your business needs to reimburse to you
✅ Identifying purchases made for your business that are relevant to a specific client (for client invoicing)

This easy-to-use, customizable template ensures your records are audit-ready.

Download now and keep your finances organized!

Note: This is a simple Google Doc / Word Doc compatible file and does not include fields to run calculations. Once you enter your data, you will need to use a calculator to get a sum total of the items listed.

For more information about expense reporting, see this post on Substack about:

Expense Reports & Reimbursements: Pay Yourself Back for Business-Related Expenses.