To use this template, you'll need to have:

Please do not

  • Delete any rows or columns from this template.

  • Add any rows or columns to this template.

  • Override any cells. If pasting data, please paste values only.

If you accidentally do any of the above, you may corrupt the sheet. If this happens, you will need to open a new template, copy it to your Master Sheet again, then restart the process of adding data.

Step by step guide

Step One

Open the sheet settings and map the appropriate accounts. The boxes highlighted red will require completing, those in white are optional.

Make sure each section is set up correctly to your company. This may mean overriding settings that are already in place.

Ensure that the National Insurance, PAYE and Pension thresholds are correct.

Step Two

Enter your data in the appropriate cells. Please only paste values if you are pasting data from another source.

Ensure you complete all columns, including those found by scrolling right.

Step Three

When finished, you'll have a green tick at the top of the page, effectively giving you the green light to carry out the sync. If this isn't green, you'll be able to open the rows to see which information is missing.

To get the sheet into Futrli, you'll need to copy and paste the tab name into the Control Sheet. This guide runs through that process in more detail.

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