Solo Invoice OS — Invoice Tracker Spreadsheet with Tax Presets (US, UK, Canada, AU)
Stop losing unpaid invoices in a messy inbox. Solo Invoice OS is a one-file invoice tracker and printable invoice for freelancers and sole operators — with tax presets for Canada GST/HST (including a small-supplier off switch), UK VAT, Australia GST, and a US custom rate. Open it in Excel or Google Sheets, log what you billed, and see unpaid, overdue, and aging on one dashboard.
What's inside:
- A printable invoice with sequential numbering, a tax line (GST + QST as two lines for the Quebec combo), and an optional "GST/HST not charged — small supplier" statement
- Invoice log with Draft / Sent / Paid / Overdue plus aging (Current, 1-30, 31-60, 61-90, 90+)
- Dashboard: unpaid total, overdue total, and aging buckets
- Tax presets: GST 5%, HST 13% ON, HST 15% ATL, QST combo, UK VAT 20%, AU GST 10%, US custom, tax-off small supplier (typical public rates — confirm before you invoice)
- Canada $30k rolling 4-quarter watch (warning only, not a registration decision). Other countries can ignore that sheet.
Who it's for: freelancers, consultants, and sole operators who send invoices and lose track of unpaid ones. Who it's not for: QuickBooks/Xero teams, payroll, inventory, or anyone wanting a tax-owing calculator or a filed T2125.
This is a bookkeeping / invoicing spreadsheet template, not tax, accounting, or legal advice. It is not affiliated with, endorsed by, or sponsored by the Canada Revenue Agency (CRA), Revenu Quebec, the IRS, HMRC, the ATO, or any government. You are responsible for every invoice you send and every number you file. Provided as-is.
The zip now includes AGENTS.md, so any agent that can read a folder can operate the workbook.
Want both files plus the agent pack? Get the Operator Kit bundle for $39: https://payhip.com/b/X1cQJ