Free Tax Prep Templates
20 templates for staying ahead of tax season — quarterly payments, deductions, mileage, and contractor reporting. US and Canada versions included.
Quarterly Estimated Tax Worksheet
Estimate what you owe each quarter so there are no surprises.
FreeBusiness Tax Deduction Tracker
Log deductible expenses all year so nothing gets missed at filing time.
FreeMileage & Vehicle Expense Log
Track business mileage and vehicle costs for the deduction.
FreeHome Office Deduction Worksheet
Calculate your home office deduction using the space-based method.
Tools Club1099 Contractor Tracker & Summary
Track contractor payments year-round and summarize for 1099-NEC filing.
Tools ClubSales Tax Tracker
Track sales tax collected and owed by jurisdiction.
Tools ClubYear-End Tax Prep Checklist
Everything to gather and confirm before filing your return.
Tools ClubCharitable Donation Tracker
Log charitable donations and their value for the deduction.
Tools ClubTax Depreciation Schedule
Calculate tax depreciation on business assets year over year.
Tools ClubTax Document Organizer
Keep every tax document organized and ready to hand to your preparer.
Tools ClubT4A Contractor Tracker & Summary
Track contractor payments year-round and summarize for T4A filing.
Tools ClubKilometre & Vehicle Expense Log
Track business kilometres and vehicle costs for CRA purposes.
FreeQuarterly Tax Instalment Worksheet
Estimate quarterly tax instalments owed to the CRA.
FreeTax Document Organizer
Keep every CRA tax document organized and ready to hand to your preparer.
Tools ClubYear-End Tax Prep Checklist
Everything to gather and confirm before filing your Canadian return.
Tools ClubBusiness Tax Deduction Tracker
Log CRA-deductible expenses all year so nothing gets missed at filing time.
FreeWork-Space-in-Home Expense Worksheet
Calculate your work-space-in-home deduction under CRA rules.
Tools ClubGST/HST/PST Tracker
Track sales tax collected and owed across GST, HST, and PST.
Tools ClubCCA Depreciation Schedule
Calculate Capital Cost Allowance on business assets year over year.
Tools ClubCharitable Donation Tracker
Log charitable donations and their value for the CRA tax credit.
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