Free Restaurant Forms,
Spreadsheets & Templates

These forms are but a small piece of the puzzle and I offer them free of charge to help you get over the obstacles. As more become available or other helpful resources, I will be sure to let you know!

Introduce yourself with the form
and get immediate access to all forms you see below:

Free Planning, Budgeting, Forecasting Tools

• Business Plan for a Startup Business
• Business Plan for an Established Business
• Start-up-Cost-Worksheet
• New Manager Change Checklist
• New Restaurant Opening Checklist
• Break-Even Analysis Spreadsheet Template
  for 12 Periods
  
• Break-Even Analysis Spreadsheet for 13 Periods
• Hourly Restaurant Tracking Form for Food, Beer & Wine Sales   

Free Evaluations, Checklists, Inspections, Audits

• Weekly Snapshot - Pizza Restaurant
• SOS Compliance Audit Report Form
• Food Cost Audit Checklist Form Spreadsheet

Free Marketing Planning Spreadsheets

• Marketing Plan Spreadsheet blank template 
  
• Marketing Calendar Spreadsheet for 2015 
• Door Hanging Analysis Spreadsheet Template
• Direct Mail Analysis Spreadsheet Template
• Weekly Marketing Assignments Schedule
• Door hanging Flier for Budgeting and Planning
• Restaurant Marketing M.A.D. Log
• 21 Point Website Critique

Free Business Schedules, Action Plans

• Labor Productivity Budget Grid Spreadsheet
• Weekly-Schedule + Projections Form
• Weekly Schedule Form - Staff & Management
• How To Calculate Employee Turnover Rate
• Schedule - Budgeting Spreadsheet Template

Free Human Resources, Forms & Spreadsheets

• Time-Management-Tool-7-Habits-Style
• Free Human Resources forms & templates
• Free employee handbook template **
• Free employee handbook receipt **

Free Restaurant Lease Forms

• Restaurant Lease
• Restaurant Lease Agreement Form
• LeasingProfessional.com  (fee based)

Caution:  Be sure to consult an attorney who is knowledgeable about your business and the laws for your state / locale.  These links are for reference to get you started.  They are not a replacement for an professional.

IRS Restaurant and Bars Forms and Publications

Forms (IRS)

• Form 8027, Employer's Annual Information Return of Tip Income and Allocated Tips Form (PDF)
• Instructions 8027, Instructions, Employer's Annual Information Return of Tip Income and Allocated Tips (PDF)
• Form 8846, Credit for Employer Social Security and Medicare Taxes Paid on Certain Employee Tips (PDF)
• Form 4137, Social Security and Medicare Tax on Unreported Tip Income (PDF)

Publications (IRS)

• Publication 531, Reporting Tip Income
• Publication 1244, Employee's Daily Record of Tips and Report to Employer (PDF)
• Publication 1244PR, Employee's Daily Record of Tips and Report to Employer - Spanish Version (PDF)
• Publication 3144, Tips on Tips (A Guide to Tip Income Reporting) for Employer (PDF)
• Publication 3148, Tips on Tips (A Guide to Tip Income Reporting) for Employees (PDF)
• Publication 3148 (SP), Reporting Your Tip Income, Spanish (PDF)

Refer to the Small Business Forms and Publications section for a comprehensive list of all forms and publications related to small business.

Interpretation of these restaurant reports, tools and templates is yours to make.  Using the tools and spreadsheets from this website does not imply guaranteed success.  While every attempt has been made to ensure the tools have no flaws, as everything in life, there may be a few. 

While these have been used in operations and helped others, please feel free to change them as needed to fit your own operation.  For accounting and tax advice, be sure to talk to a professional accountant.

** found on www.entreprenuer.com by FormNett®. Prior to using these forms, please consult with an attorney or other expert knowledgeable in the laws of the applicable jurisdiction and the specific intended use of those forms.

Introduce yourself to get complete access.