We're happy to provide free resources for self-employed individuals. If you have any questions about our resources below, please contact us! Our goal is to make filing your taxes simple.
Use this summary worksheet to provide us a total of your income and expenses at year end. This worksheet is best used if you have your own method of record-keeping.
Use this workbook to keep track of all of your Business Income, Expenses and Inventory in detail. Helpful hints are provided along the way. This workbook is best for folks who prefer a paper workbook and aren't ready to make the leap to excel software, accounting software or bookkeeping services.
Use this workbook to keep track of all of your Business Income, Expenses, Inventory and more! Helpful hints are provided along the way, and automatic calculations save you valuable time.
To open the file in Google Sheets, follow these steps: Download the excel file below and save to your PC > Open Google Sheets on your web browser > select "blank spreadsheet" > select "file" > select "open" > select "upload" > select the excel file you saved to your PC.
Watch the video below for our most frequently asked, small biz questions! Thanks to local small business, Pasquino Productions for helping us out with this one! Check out their website!
This cheat sheet is packed with helpful tips! Find out what expenses you can claim as a self-employed individual and how to keep your records. Think of this as your simplified version of the CRA guidelines for small business owners.
Small Business Summary (pdf)
DownloadSmall Business Printable Workbook (pdf)
DownloadSelf-Employed Workbook (Excel Download) (xlsx)
Download2026 Printable Small Business Calendar (pdf)
DownloadRecordkeeping Basics, a cheat sheet for Small Business Owners (pdf)
DownloadVehicle Log Book (pdf)
DownloadVehicle Log Book Additional Pages (pdf)
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You can do it yourself! Simply download our Recordkeeping Basics Cheat Sheet above and label your file folders in the order and the categories listed.