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Weekly Cash Forecast
Worksheet |
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Once again , the yellow
highlighted area is where you enter |
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information. |
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Instructions |
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This worksheet is where
you can pick a month and estimate |
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your cash flow by each week within the
month. |
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You need to enter the
number of the period that you want |
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to see and analyze by
week. If you want to work with period 1 |
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enter a 1, period 2
enter a 2, and so on. |
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You can enter
your actual cash balance or the estimated cash |
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balance that
is shown in the line- Cash Estimated in Worksheet. |
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The Automatic
Calculation uses all the information that you have previously entered and
spreads the monthly amount evenly |
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to each of the weeks. |
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The Manual
Calculation allows the user to specify the monthly amounts that are spread or
allocated to each week, |
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I have
provided you with two options. You can either (1) enter a percentage to use to spread the month's total
amount or you can |
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(2) enter an actual dollar amount. Only use one of the
options either the percentage method or the dollar input method |
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for each of
the categories. You can use a
different method for each of the categories but don’t enter a percentage and |
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also a dollar amount
for the same category. |
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You need to
enter a percentage or dollar amount (but not both) if you use the manual
method to allocate |
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your weekly receipts
and payments. |
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Introduction |
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Cash Projection Worksheet |
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Sales Forecast Worksheet |
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Cash Payments Worksheet |
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Charts
Worksheet |
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Cash Forecast For
Specified Period |
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Enter Monthly Period
(1,2,3, etc) |
1 |
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Number Of Weeks in
Period |
5 |
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Number of Weeks in the Period are automatically |
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displayed based on the period you enter
above. |
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Enter a Capital M to use the Manual Budget |
A |
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Calculated Amounts or a
Capital A to use |
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the Automatic Budget
Calculations. |
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Automatic Cash Forecast |
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This Cash
Estimate is automatically calculated for you based on the data |
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you have already entered earlier. The only amount the user
is allowed to change is the |
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Beginning Cash Balance. The
Beginning Cash Balance calculated for the month is |
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displayed.You can enter this amount, or if known, enter
your Actual Beginning |
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Cash Balance for the period. The calculated amounts used in
this schedule |
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are contained in the Automatic Calculation and Allocation
section of this worksheet. |
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The automatic calculation spreads the receipts and payments
equally over |
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the number of weeks in
the period. |
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Month |
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Cash Summary |
1 |
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Automatic |
Total |
Week 1 |
Week 2 |
Week 3 |
Week 4 |
Week 5 |
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Enter Beginning Cash
Amount |
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Plus: |
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Cash Collections |
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Accounts
Receivable-Collections |
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Cash
Sales |
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Other
Receipts and Collections |
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Total Cash Collections |
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Less: |
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Cash Payments |
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Accounts
Payable Payments |
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Other
Amounts Owed Prior Period |
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Cash
Purchases |
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Payroll
Expenses |
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Cash
Operating Expenses |
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Sales
Tax |
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Note
Payments |
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Equipment
Purchases |
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Owner's
Draws / Dividends |
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Income
and Other Taxes |
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Other
Payments |
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Total Cash Payments |
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Ending
Cash |
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Increase
/ <Decrease> For Period |
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Manual Cash Forecast |
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The Beginning Cash Balance calculated for the month is
displayed. You can |
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enter this amount,
or if known, enter your Actual Beginning Cash Balance |
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for the
period. The calculated amounts used in
this schedule are |
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contained in
the Manual Allocation section
of this worksheet. |
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Month |
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Cash Summary |
1 |
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Manual |
Total |
Week 1 |
Week 2 |
Week 3 |
Week 4 |
Week 5 |
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Enter Beginning Cash
Amount |
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Plus: |
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Cash Collections |
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Accounts
Receivable-Collections |
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Cash
Sales |
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Other
Receipts and Collections |
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Total Cash Collections |
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Less: |
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Cash Payments |
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Accounts
Payable Payments |
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Other
Amounts Owed Prior Period |
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Cash
Purchases |
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Payroll
Expenses |
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Cash
Operating Expenses |
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Sales
Tax |
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Note
Payments |
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Equipment
Purchases |
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Owner's
Draws / Dividends |
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Income
and Other Taxes |
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Other
Payments |
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Total Cash Payments |
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Ending
Cash |
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Increase
/ <Decrease> For Period |
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Actual Cash and Budget
Comparison |
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Enter your actual
collections and payments |
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for each weekly period
in the yellow highlighted cells. |
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Month |
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1 |
Totals |
|
Week 1 |
Week 1 |
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Week 2 |
Week 2 |
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Week 3 |
Week 3 |
|
Week 4 |
Week 4 |
|
Week 5 |
Week 5 |
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|
Budget |
Actual |
Difference |
Budget |
Actual |
Difference |
Budget |
Actual |
Difference |
Budget |
Actual |
Difference |
Budget |
Actual |
Difference |
Budget |
Actual |
Difference |
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Beginning Cash |
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Plus: |
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Cash Collections |
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Less: |
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Cash Payments |
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Ending
Cash |
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Increase
/ <Decrease> For Period |
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Calculations and
Allocations |
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Automatic Calculation
and Allocation |
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This
calculation is done automatically and spreads the totals for the month |
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evenly between
the weeks. In other words each week's receipts and |
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payments are assumed to be the same. These figures are the
weekly amounts |
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used in the Automatic Cash Forecast. |
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Total |
Week 1 |
Week 2 |
Week 3 |
Week 4 |
Week 5 |
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Cash Collections |
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Accounts
Receivable-Collections Prior Period |
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Accounts
Receivable-Collections Current Periods |
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Cash
Sales |
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Other
Receipts and Collections |
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Total Cash Collections |
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Cash Payments |
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Accounts
Payable Payments-Prior Periods |
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Accounts
Payable Payments-Current Periods |
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Other
Amounts Owed Prior Period |
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Cash
Purchases |
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Payroll
Expenses |
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Cash
Operating Expenses |
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Sales
Tax |
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Note
Payments |
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Equipment
Purchases |
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Owner's
Draws / Dividends |
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Income
and Other Taxes |
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Other
Payments |
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Total Payments |
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Manual Allocation |
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I have provided you with two options. You can either (1) enter a percentage to
use to spread the month's total amount or you can |
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(2) enter an actual dollar amount. Only use one of the
options either the percentage method or the dollar input method |
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for each of
the categories. You can use a
different method for each of the categories but don’t enter a percentage and |
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also a dollar amount for
the same category. |
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Total |
Week 1 |
Week 2 |
Week 3 |
Week 4 |
Week 5 |
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Cash Collected Accounts
Receivable |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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A/R Cash Collected By Week Input By User |
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Cash Collected Cash
Sales |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Cash Sales Collected By
Week Input By User |
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Cash Collected Other
Receipts and Collections |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Cash Collected Other Receipts Input By User |
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Payments For Cash
Purchases |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Payments For Cash
Purchases By Week Input By User |
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Payments For Accounts
Payable |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Payments For A/P By Week Input By User |
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Cash Payroll Expense
Payments |
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|
Weeks % |
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Amounts Calculated Based On % |
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OR |
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Cash Payroll Expense
Payments By Week Input By User |
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Cash Operating Expense
Payments |
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|
Weeks % |
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Amounts Calculated Based On % |
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OR |
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Cash Operating Expense
Payments By Week Input By User |
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Sales Tax Payments |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Sales Tax Payments By
Week Input By User |
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Other Prior Amounts
Owed Payments |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Other Prior Amount
Payments By Week Input By User |
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Note Payments |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Note Payments By Week
Input By User |
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Equipment Purchases |
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Weeks % |
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Amounts Calculated Based On % |
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OR |
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Equipment Purchases
Input By Week By User |
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Owner's Draws /
Dividends |
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Weeks % |
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|
Amounts Calculated Based On % |
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OR |
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Owner's Draws /
Dividends Input By Week By User |
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Income and Other Taxes |
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Weeks % |
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|
Amounts Calculated Based On % |
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OR |
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|
Income and Other Taxes
Input By Week By User |
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Other Payments |
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|
Weeks % |
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|
Amounts Calculated Based On % |
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|
OR |
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|
Other Payments Input By
Week By User |
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