Business Income and Expense Worksheet for self-employed individuals
Are you a self-employed contractor or other unincorporated business? Our Business Income and Expenses Worksheet helps you compile your business income and expenses for the year. If you are a GST/HST Registrant, this worksheet will also help you summarize your GST or HST data for quarterly and annual report filings.
NEW: This worksheet now works for ANY tax year! Simply change the Year cell on the SUMMARY tab. Use it for your 2025 tax information (for filing in spring 2026) or start tracking your 2026 data right away.
Two options are available:
- Google Sheets (Recommended): Make a copy to your Google Drive and share it with us when complete — no email attachments needed!
- Excel Download: Download the file to your computer and email it to us when complete.
Any use of this file presumes your ability to enter data completely and accurately onto a spreadsheet. If you require assistance from us to use this tool, you are welcome to contact us by phone or e-mail. However, our services will be charged at $150/hour for any such assistance, with a minimum one-hour charge per call.
Please note: We have made these Income and Expense worksheets accurate for all Canadian provinces and territories. Some anomalies or exceptions may arise. Please report any that you discover so we can try to fix the problem. Thank you.
Employment Expenses Worksheet for employees (T4 slip) eligible to claim Employment Expenses
This worksheet has been discontinued due to limited demand. If you require an Employment Expenses Worksheet, please contact us and we will be happy to assist you.
Rental Income and Expense Worksheet for individuals or couples who own a rental property or rent out a portion of their principal residence
If you own a rental property, or rent out a portion of your home, use our Rental Property Income and Expenses Worksheet to compile your rental income and expenses for the year. This worksheet includes 5 property tabs for those with multiple rental properties.
NEW: This worksheet now works for ANY tax year! Simply change the Year cell on the Settings tab. Use it for your 2025 tax information (for filing in spring 2026) or start tracking your 2026 data right away.
Two options are available:
- Google Sheets (Recommended): Make a copy to your Google Drive and share it with us when complete — no email attachments needed!
- Excel Download: Download the file to your computer and email it to us when complete.
Any use of this file presumes your ability to enter data completely and accurately onto a spreadsheet. If you require assistance from us to use this tool, you are welcome to contact us by phone or e-mail. However, our services will be charged at $150/hour for any such assistance, with a minimum one-hour charge per call.
