Small Business Bookkeeping Workbook — Income & Expense Tracker with HST, Canada

Organise your small-business income and expenses in one practical workbook. Record sales and purchases, review monthly totals, and bring your HST figures together for a selected reporting period.

What's included

• Income and expense trackers with automatic calculations
• Category and payment-method dropdowns
• Monthly Summary with selectable month and year
• HST Summary for a selected reporting period
• Eligible input tax credit calculations based on the claim percentage you enter
• Chart of Accounts category reference
• Year-End Checklist
• Manual Balance Sheet snapshot for entering asset and liability balances
• Start Here instructions

Digital Excel workbook

Use the workbook in Microsoft Excel, or import it into Google Sheets. Formatting and protection settings can differ between the two applications. Formula cells in the Excel workbook are protected against accidental changes.

Important to know

This workbook is a record-keeping tool, not a complete double-entry accounting system or a tax filing service. The Balance Sheet is a manual snapshot and is not generated from the trackers. Confirm applicable tax rates, input tax credit eligibility and claim percentages with a qualified professional when needed.

Digital product only. No physical item is shipped.