Notary and Signing Agent Business Tracker: Jobs, Mileage, Receivables and Tax Set-Aside in Excel

Who it is for

Mobile and remote notaries and loan signing agents who work for themselves and want to see the business side clearly.

Why it is different

• It shows who has not paid you and how long it has been, which is where signing agents lose the most money.
• The mileage rate and your state's fee cap are inputs you set, so nothing goes stale when rules change.
• A filled example for an invented part-time notary and a blank copy with working formulas.

What is inside

• Start Here. Purpose, which cells to fill in, and a plain note that this is not a notary journal.
• Setup. Tax year, your mileage rate and fee cap per act as inputs, your set-aside percentage, job types and clients.
• Jobs. One row per job: client, type, acts, fees, miles, print and supply costs, invoice and paid dates, with total revenue and status.
• Expenses. Insurance, bond, commission fees, supplies, software, training and other costs by category.
• Monthly. Twelve months of jobs, acts, revenue by job type, mileage deduction, costs, net profit and revenue per job and per mile.
• Receivables. Unpaid invoices by client, with 0 to 30, 31 to 60 and over 60 day buckets.
• Quarterly Set-Aside. Net profit by quarter, the amount to set aside, what you paid, and the usual estimated payment dates as reminders.
• Checks. Jobs without dates, payment dates before invoice dates and fees above the cap you entered, as a prompt to review.