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

Track income, expenses, mileage, GST/HST and tax set-aside in one workbook. Built for gig workers and sole proprietors in Canada. CRA and Revenu Quebec pages checked October 23, 2026.

What you get (instant download, ZIP file, version 1.0.1):

- Excel workbook, also works in Google Sheets: income log, expense log (21 T2125 categories), mileage log, home office, GST/HST $30,000 tracker, 2026 instalment dates, tax set-aside calculator, monthly and yearly summary, dashboard

- A filled-in sample copy with made-up numbers

- 10 page plain-language guide (PDF) with CRA and Revenu Quebec sources and dates checked

- One page printable checklist

- README with a 10 minute quick start

Quebec: pick Quebec on Settings to use QPP. Revenu Quebec instalments, QPIP, the health services fund and QST are not worked out.

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

Not tax, legal or accounting advice. General information and a record keeping tool. Numbers are estimates. No promise of any income, refund or tax result. Check canada.ca or ask a tax professional.

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

Support: support@solidtoolkit.com