Kits / Self-Employed Income, Expense and Tax Set-Aside Tracker (Canada, 2026)

Self-Employed Income, Expense and Tax Set-Aside Tracker (Canada, 2026)

Know what you earned, what you spent, how much to set aside for tax, and when you are close to the GST/HST $30,000 limit. An Excel workbook that also works in Google Sheets, with a plain-language guide.

CA$24

One-time price. Instant ZIP download. For the 2026 tax year. CRA and Revenu Quebec pages checked October 23, 2026.

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Cover of the Self-Employed Income, Expense and Tax Set-Aside Tracker for Canada, 2026. CRA pages checked October 23, 2026.

Who it is for

Delivery and rideshare drivers, freelancers, tutors, cleaners, creators and other gig workers in Canada
Sole proprietors who report on Form T2125 and are tired of messy notes at tax time
Anyone who gets paid without an employer taking tax off

The problem

Statistics Canada counted 2.711 million self-employed workers in 2025 (Labour Force Survey), and 667,000 people did paid digital platform work in the 12 months to December 2025. Nobody takes tax off those payments. Expenses, mileage and the GST/HST limit are easy to lose track of until the tax bill arrives.

Sources: Statistics Canada, Employment by class of worker, annual, Table 14-10-0027-01 (self-employed, 2025: 2,711.0 thousand), and The Daily, Labour Force Survey, December 2025 (digital platform workers). Both pages checked October 23, 2026.

What is inside

Excel / Google Sheets workbook (15 tabs, formulas only, no macros): Dashboard, Income Log, Expense Log (21 categories that match Form T2125, Part 4), Mileage Log, Home Office, GST/HST Tracker, Instalments, Set-Aside calculator, Monthly Summary, Yearly Summary (laid out like T2125), Settings, Categories, Sources, New Year Reset.
GST/HST small supplier tracker: rolling four-quarter total against $30,000, with an early warning.
Instalment reminder dates for 2026 and a paid, upcoming or overdue status.
QPP and Quebec threshold included: pick Quebec on Settings and the tracker uses QPP (12.6%) and the $1,800 instalment threshold.
Tax set-aside calculator: a rough estimate of what to keep from every $100 you receive, with 2026 CPP and CPP2 rates, and QPP rates for Quebec.
Mileage log: the CRA business-share method (business km divided by total km, times your vehicle costs).
A filled-in sample copy with made-up numbers, so you can see it work.
10 page guide (PDF) with CRA and Revenu Quebec links and the date each page was checked.
One page checklist (PDF) and a README with a 10 minute quick start.

Formulas only, no macros. Tested in LibreOffice. Yellow cells are for you, grey cells are formulas.

A look inside

Select a picture to make it bigger. All numbers are made up.

The Dashboard tab of the sample workbook, with income and expense numbers and two charts. — The Dashboard

The Income Log tab of the sample workbook, a spreadsheet with payments in rows. — The Income Log

The GST/HST $30,000 small supplier tracker tab, with four quarters in a table. — The GST/HST $30,000 tracker

The Instalments tab, with reminder dates and a status for each payment. — Instalment reminders

The Tax set-aside calculator tab, showing a rough amount to keep from every $100. — The tax set-aside calculator

Pages from the 10 page PDF guide and the one page checklist. — The 10 page guide and one page checklist

What it is not

It is not tax, legal or accounting advice. Numbers are estimates.
It does not file anything and does not calculate income tax, CCA, PST or QST. In Quebec it uses QPP, but Revenu Quebec instalments, QPIP, the health services fund and QST are not worked out. Quebec businesses register for and file GST/HST and QST with Revenu Quebec.
The set-aside is a rough estimate. It ignores the deduction for half of CPP or QPP and tax credits.
Passenger vehicle limits, the $23 courier flat rate and the 80% trucker meal rate are not applied.
It does not promise any income, refund or tax result.
It is built for one sole proprietor business with a calendar tax year.
Public holidays are not handled in the instalment dates.

Price

CA$24, one-time. Instant download. For the 2026 tax year. It has a New Year Reset tab for reuse.

Refunds and questions

If the kit is not what you expected, email support@solidtoolkit.com within 14 days of purchase for a full refund.

Buy on PayhipCA$24, one-time