Greg,
I don't have a blank to send you but it looks like you may have received one by now. I have used Quicken and Peachtree in the past for my businesses and personal expenses, but went back to spreadsheets. I make a simple checkbook ledger format:
catagory, payee, date paid, deposit amt., check amount, balance, check number, comments.
I use the standard expense catagories that are used on the tax return in Turbo Tax and enter every expense into the spread sheet. The balance column calculates the checkbook balance from the previous line. If I enter a cash or creditcard charge, I clear the balance field so that it does not affect my check book balance.
In Works or Excel, I sort on check number and date to balance my check book, and at year end, I sort the entire file on Catagory, Payee, then date . I imagine that if you know how, you could set up macros to sum the totals for the catagories, but I do it manually by inserting a row a putting a sum statement in.
I do the taxes myself for my corporation and investments so I follow the same pattern each year. With the file sorted you could take it to your CPA and have the tax return done in no time. Being able to sort or have macros to keep a total of the catagories is the key to accuracy and time saving. As stated in this thread, put all payments you make whether business related or not then sort out what is needed for the tax return. You can use the search function if you need to find a payment you think you made for whatever purpose.