• HOME
  • CONTACT
    • CONTACT
    • MEET OUR TEAM
  • RATES
  • RESOURCES
    • Tax Checklist
    • Medical Expenses
    • Small Business Taxes
    • Farm Taxes
    • Home Daycare Providers
    • Home Office Expenses
    • Vehicle Log Book
    • Residential Rentals
    • Tax Tips For Homebuyers
  • VIRTUAL TAX SERVICE
  • FAQ
  • BLOG
  • PRINTING
  • More
    • HOME
    • CONTACT
      • CONTACT
      • MEET OUR TEAM
    • RATES
    • RESOURCES
      • Tax Checklist
      • Medical Expenses
      • Small Business Taxes
      • Farm Taxes
      • Home Daycare Providers
      • Home Office Expenses
      • Vehicle Log Book
      • Residential Rentals
      • Tax Tips For Homebuyers
    • VIRTUAL TAX SERVICE
    • FAQ
    • BLOG
    • PRINTING
  • HOME
  • CONTACT
    • CONTACT
    • MEET OUR TEAM
  • RATES
  • RESOURCES
    • Tax Checklist
    • Medical Expenses
    • Small Business Taxes
    • Farm Taxes
    • Home Daycare Providers
    • Home Office Expenses
    • Vehicle Log Book
    • Residential Rentals
    • Tax Tips For Homebuyers
  • VIRTUAL TAX SERVICE
  • FAQ
  • BLOG
  • PRINTING

Self-Employed Taxes

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. 

Summary Worksheet

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.  

Small Business Workbook

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. 

Self-Employed Workbook - Excel Template

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.

Small Business Video - Frequently Asked Questions

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! 

Recordkeeping Basics Cheat Sheet

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. 

Free Resources

Small Business Summary (pdf)

Download

Small Business Printable Workbook (pdf)

Download

Self-Employed Workbook (Excel Download) (xlsx)

Download

2026 Printable Small Business Calendar (pdf)

Download

Recordkeeping Basics, a cheat sheet for Small Business Owners (pdf)

Download

Vehicle Log Book (pdf)

Download

Vehicle Log Book Additional Pages (pdf)

Download

Small Business Organization Tools

Business Kit - $16

Business Tote - $65

Business Kit - $16

  • Recordkeeping Basics Cheat Sheet
  • 20 Pre-labelled file folders

Business Box - $35

Business Tote - $65

Business Kit - $16

  • Recordkeeping Basics Cheat Sheet
  • 20 Pre-labelled file folders
  • Desktop storage box

Business Tote - $65

Business Tote - $65

Business Tote - $65

  • Recordkeeping Basics Cheat Sheet
  • 20 Pre-labelled file folders
  • Tote with Lid for easy storage

DIY - $0

Business Tote - $65

Business Tote - $65

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. 

Income Tax Plus Inc

87 Kent Street West LINDSAY, ON K9V 2Y5

(705) 878-3392

Copyright © 2026 Income Tax Plus Inc - All Rights Reserved.

Powered by