Training budget worksheet

Calculate your planning estimate

Worked example

The tax treatment is a planning assumption, not tax advice. Use consistent amounts excluding the entered tax and include only costs to which that rate applies in the taxable travel/venue field. Learner-time cost is kept outside that tax calculation. Check the final quotation and applicable treatment with the responsible finance person.

Use the resource

For an illustrative ten learners at R100 each, R200 taxable travel/venue, two hours per learner at R50 per hour and a user-entered 10% rate, the cash subtotal is R1,200, entered tax is R120 and learner-time cost is R1,000. The planning total is R2,320. These are fictional arithmetic inputs, not Diba prices or a South African tax-rate claim.

Worked record

How to use it

1. Use a current quotation and record its basis.
2. Enter all values explicitly, including zero where appropriate.
3. Check tax assumptions with finance.
4. Keep the estimate separate from an accepted quotation.

Your working record

Enter your information, then download a copy to keep it. Entries stay in this tab and are not saved automatically.

Blank record

Download a blank copy for offline reference or printing. Complete the editable record above to save your entries.