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Download a balance sheet template for your business. And learn how software can make reporting easier.
Download the free balance sheet template
Fill in the form to get a balance sheet template as an editable PDF. We’ll throw in a guide to help you use it.
Using this balance sheet template
This balance sheet template comes with a how-to guide that includes an example of how to fill one out. In short, you’ll note down what the business owns under assets and what it owes under liabilities. Then you can compare the two to see where the business stands.
What a balance sheet will tell you
A balance sheet is a summary of the financial state of a business. It will tell you if it’s solvent, and it helps determine the value of the business. Plus it’s a good way to keep tabs on debts.
Get help with your balance sheet
Balance sheets are tricky. Missing off an asset or liability can really throw out your results. It’s a good idea to connect with an accountant or bookkeeper when filling out a template like this. You can find one in our directory.
Xero does not provide accounting, tax, business or legal advice. This template has been provided for information purposes only. You should consult your own professional advisors for advice directly relating to your business.
Make balance sheets better
Set up Xero to capture your financial data and it’ll create a balance sheet whenever you need one.
- Create up-to-date reports at the press of a button
- Format them the way you like
- Share them online with your accountant, bookkeeper, and business partners
Start using Xero for free
Access all Xero features for 30 days, then decide which plan best suits your business.
- Safe and secure
- Cancel any time
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