Tax Calculation & Lookup Reference Tool
Calculate income tax and retrieve company contact details using formula-driven lookups and conditional logic.
This template combines two powerful Excel features: VLOOKUP functions for retrieving company information (contact person, location, country) from a database, and IF/THEN logic for computing income tax based on marital status and taxable income. It's designed for HR professionals, accountants, and business administrators who need to quickly reference supplier or client details while simultaneously calculating annual tax obligations for employees or individuals.
What's inside
- VLOOKUP formula to search company by name and return contact details
- IF/THEN logic to compute progressive income tax rates
- Support for both single and married filing status
- Expandable company database with location and contact fields
- Automatic tax calculation based on taxable income thresholds
Download this template
.xlsx · 3 sheets · included with lifetime access
More in Accounting & Bookkeeping
12 Month Cash Flow Forecast
Project monthly cash inflows and outflows to manage liquidity and plan for operating expenses.
- 12-month rolling forecast with expected vs. actual columns
- Month-by-month cash inflow and outflow tracking
- Automatic SUM calculations for cash position
12 Month Cash Flow Forecast
Project monthly cash inflows and outflows to manage liquidity and financial planning.
- 12-month rolling projection with expected vs actual columns
- Monthly period comparison structure
- Automated SUM formulas for period totals
3 Year Cash Flow Statement
Track operating, investing, and financing cash flows across three years with pre-built formulas.
- Three statement formats (3-year, yearly, 12-month)
- Pre-built SUM formulas for automatic calculations
- Color-coded input areas for easy data entry
3 Year Income Statement
Track revenue, expenses, and net income across three years to analyze financial trends and performance.
- Pre-formatted rows for revenue and expense categories
- Automatic SUM formulas for totals and subtotals
- Three-year side-by-side comparison columns