Don't pay $600+ for software or waste time making your own spreadsheet when you can get our ...
Canadian Advanced Bookkeeping Template For Excel or Google Sheets
Built for Canadian small businesses just like yours!
Get Everything You Need
In our powerful Done-For-You Excel or Google Sheets template specifically designed for Canadian Small Businesses!
Canadian Business Settings
The template has been designed to cater for the HST, GST and PST tax requirements and financial year settings for small businesses in Canada:
Enter the Business Name you want to see on your financial reports.
Enter the Start Date of your financial year and let the template fill in the rest of the dates for you!
Enter the Period Names you want to see on your financial reports.
Enter the current HST, GST and PST Rates for each province in Canada.
Chart of Accounts
Track each income and expense category individually to get a clear picture of where your business earns and spends money:
Create up to 15 Revenue categories.
Create up to 50 Expense categories.
Create up to 5 Asset Purchase categories.
Track Revenue by product (e.g. phone case), sales channel (e.g. Shopify) or any other way you like.
All categories created here will appear in a handy Drop-Down List you'll use when entering your transactions.
Transactions
Enter the full details of all your business' transactions in one place:
There's room for up to 20,000 transactions!
Only Correct Dates within your financial year can be entered thanks to in-built error checking.
Choose a revenue, expense or asset puchase category from a Drop-Down List derived from the Chart of Accounts.
Choose a Province and a the appropriate HST, GST, PST or No Tax option for each transaction.
HST, GST and PST is Automatically Calculated so you don't have to do it yourself!
Enter an Overriding tax amount if the automatic calculation isn't right.
Enter an optional Reference Number if applicable (e.g. an invoice number).
Create optional Hyperlinks to Documents stored on your device or in the cloud (e.g. Google Drive).
Built-in Error Checking helps ensure you don't forget to enter vital information such as dates and amounts.
Income Statement
Easily track the profitability of your business with the highly detailed Income Statement that has numbers for:
Every Revenue and Expense category line by line.
Subtotals for Total Revenue and Total Expenses.
Each individual Month.
Totals for all four Quarters.
Total of the Full Year.
Total Profit/(Loss) for each month, each quarter and for the full year.
Year-To-Date Profit/(Loss) for each month, each quarter and for the full year.
Profit/(Loss) as a percentage for each month, each quarter, the full year and year-to-date.
Dashboard
A clean and straightforward dashboard offers a visual overview of your business’ performance, displaying:
Year-To-Date totals for Income and Expenses.
Year-To-Date Profit/(Loss) as a number and percentage.
Total Tax incurred.
A chart that shows Profit/(Loss) by month.
A chart that shows Year-To-Date Profit/(Loss) by month.
A chart that show Income vs Expenses by month.
A chart that shows year-to-date Income by category.
A chart that shows year-to-date Expenses by category.
Summary Report
The Summary Report is perfect for your accountant to use at tax time. Each Revenue, Expense and Asset Purchase category is listed with year-to-date numbers for:
Each revenue and expense category.
Total Revenue and Expenses.
Each Asset Purchase category.
Total Asset Purchases.
Total Transactions including Tax.
Total HST, GST and PST separated out.
Total Transactions excluding Tax.
Tax Report and Calculator
The template calculates all the numbers you need for your GST/HST Returns:
All key numbers by month, quarter and full year.
Separate handy Tax Query tools you can use to get all the key numbers by whatever date range you like.
Total Revenue, Expenses and Asset Purchases by month, quarter and full year.
Total Tax Collected and Tax Paid for HST, GST and PST by month, quarter.
The Net Amount of HST, GST and PST you need to pay or will receive as a refund by month, quarter and full year.
Error Checking
Built-in error checking and protections ensure you only enter correct data and you don't accidentally delete any important formulas or functions:
Cells with incorrect data will be Highlighted Red so you can see them easily.
Error Messages appear to warn you to check for errors if there are any.
Cells containing formulas and other important information are Locked and Protected so you can't delete or type over them.
Transaction lines will not flow through to your reports until they are fully completed and error-free.
Example: only dates within your financial year will be accepted by the template.
Video Instructions
To help you learn how to use the template quickly and easily, full Video Instructions show you how to:
Download a copy of the template.
Set up your business in the template.
Enter a variety of different transactions.
Sort your transactions in date order.
Easily find and fix errors.
And more!
PDF Instruction Book
You can also download a convenient PDF Guide with the spreadsheet, so you can:
Easily refer to key info without sitting through videos.
Access instructions even when you're offline.
Print it and annotate it however you like.
Excellent Instructions
"Can not thank you enough for this spreadsheet and the tutorial. I appreciate you so!"
AXELLE - YouTube Comment
Best Spreadsheet Available
"This is the best spreadsheet available. You made it so easy to change the Category Names."
BRAD - YouTube Comment
Hi, I'm Mark Cunningham
And I built this template so you don't have to!
After spending too much money on fancy bookkeeping software, I've returned to using my own spreadsheet to do my business' bookkeeping.
Now I save $600 each year and I don't have to spend hours of my precious time learning how to use Xero or Quickbooks.
I want you to be able to do the same, so I created the Small Business Bookkeeping Template for Canada so you can:
Save thousands of dollars over the years
Save hours of your precious time
Avoid the cluttered Etsy templates
Easily calculate HST, GST and PST
And more!
Spoilt for Choice
"It’s well worth the price as using your spreadsheet means you can do your tax each day if needed or weekly, monthly or quarterly. Spoilt for choice :)"
STEVE - Shopify Seller
Saves Time and Money
"I run a restaurant and don't have time to create a bookkeeping template and I don't have money to spend on software. It's all draining. This is good!"
SUGI - Restaurant Owner
Smarter, Simpler Bookkeeping
Why this template is perfect your Canadian business ...
Easily Affordable
Say goodbye to expensive software! You'll Save a Fortune compared to pricey bookkeeping software like Xero or Quickbooks.
Uncluttered Design
Unlike the Etsy Templates, our design is clean and intuitive. No unnecessary graphs or budgets – just straightforward bookkeeping.
Built for Canada
The template is designed for small businesses in Canada just like yours so you can get the numbers for your GST/HST Returns!
Easy to Learn
Our template is user-friendly and easy to understand. With Full Instructions, you'll be up and running fast.
So don't spend $600+ on software or waste time making your own spreadsheet when you can get our ...
Small Business Bookkeeping Template for Canada
For a very affordable one-time payment of only $37 CAD.
EXCEL VERSION
$37
CAD one-time payment
Do your bookkeeping in Microsoft Excel
Built for Canadian small businesses
15 Income categories
50 Expense categories
5 Asset purchase categories
20,000 Transactions
Full Video and PDF instructions
HST, GST and PST calculations with Monthly, Quarterly and Annual numbers
Income Statement with Monthly, Quarterly and Annual numbers
Dashboard with key numbers and charts
Summary Report for your accountant
Built-in Error Checking
SHEETS VERSION
$37
CAD one-time payment
Do your bookkeeping in Google Sheets
Built for Canadian small businesses
15 Income categories
50 Expense categories
5 Asset purchase categories
20,000 Transactions
Full Video and PDF instructions
HST, GST and PST calculations with Monthly, Quarterly and Annual numbers
Income Statement with Monthly, Quarterly and Annual numbers
Dashboard with key numbers and charts
Summary Report for your accountant
Built-in Error Checking
Got Questions?
We've got answers!
This bookkeeping template for Excel and Google Sheets is designed specifically for Canadian businesses. No matter what type of business you're in, you can use this template to do basic bookkeeping, particularly if you have a new business or a small, uncomplicated business.
We also have specific templates for the UK and Australia and a "global" template for all other countries. If you want to request a template for your country please send us a message via the form on our Contact page.
Yes you can! Simply click on the button to choose the Excel version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can download a copy of the Excel file.
Yes you can! Simply click on the button to choose the Google Sheets version and you'll be taken to a checkout where you can make your payment. You will then be taken to a download page where you can make a copy of the Sheets file.
This template calculates HST, GST and PST based on the the tax rates you enter when setting up the template. When entering your transactions, you can select a province and a tax rate combination for each individual transaction.
No. You only need to buy the template once. You can then make as many copies as you like to use to multiple businesses and/or multiple financial years.
If you have a question simply contact us using the form on our Contact page.
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