Canadian Contractor Quote and Invoice Workbook (GST/HST 2026, Excel)
Send quotes, turn them into invoices, log payments and see who is overdue. GST/HST by province with sources. CRA, Revenu Québec and provincial pages checked October 23, 2026.
What you get (instant download, ZIP file, version 1.0):
- Workbook that should open in Excel and Google Sheets (tested in LibreOffice only): customers, quotes, invoices, line items, payments, printable quote and invoice page, tax summary, dashboard with overdue flags, CRA rate table, invoice rules, sources
- A filled-in sample copy with a fictional contractor
- Sample-Quote-and-Invoice.pdf (three printed examples)
- 8 page plain-language guide (PDF) with sources and dates checked
- README with a 10 minute quick start
Good to know:
- You choose where PST, RST or QST applies. The workbook only does the arithmetic.
- Not handled: deposits and holdback as accounting items, progress claims, input tax credits on purchases, quick method, prices that include GST/HST, French-language invoices.
- Formulas only, no macros. Yellow cells are for you, grey cells are formulas.
Not tax, legal or accounting advice. General information and a record keeping and calculating tool. Numbers are estimates. No promise of any income, savings or tax result. Check canada.ca or ask a tax professional.
OPEN IT AND USE IT PROMISE (30 days)
Open it and use it for 30 days. If it does not fit, email support@solidtoolkit.com and we refund the full price you paid for the kit. You do not need to give a reason. If something in the kit is wrong or does not work, tell us. We will fix it and send you the fixed file, or refund you if you prefer. Full text: https://solidtoolkit.com/refunds/
Support: support@solidtoolkit.com