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Canadian Contractor Quote and Invoice Workbook

Send a quote, turn it into an invoice, log payments and see who is overdue. GST/HST by province, with sources and the date checked. An Excel workbook with a plain-language guide.

CA$19

One-time price. Instant ZIP download. For the 2026 tax year. 30 day Open It and Use It Promise. CRA, Revenu Québec and provincial pages checked October 23, 2026.

Get your kit

Cover of the Canadian Contractor Quote and Invoice Workbook for GST/HST, 2026. CRA, Revenu Quebec and provincial pages checked October 23, 2026.

Do I need this?

Good fit if:

  • You are a contractor, tradesperson, handyman or installer in Canada who sends quotes and invoices from a spreadsheet
  • You want to see who owes you money and how late they are, without a notebook
  • You want the GST/HST rate for each province and the invoice information the CRA lists, in one place

Not a fit if:

  • You need accounting software that emails invoices, takes card payments or does payroll. This is a spreadsheet and it does not do those things.
  • You want it to decide whether PST, RST or QST applies to your work. You choose. The workbook only does the arithmetic.
  • You need French-language invoices for Quebec language rules, deposits and holdback as accounting items, progress claims, or the quick method.
  • You need tax advice. Talk to an accountant or check canada.ca.

Not sure? Read the refund promise below. You have 30 days to try it.

Who it is for

  • Contractors, tradespeople, handymen and installers in Canada
  • Small businesses that send quotes and invoices from a spreadsheet and want to see who owes what
  • Anyone who wants the GST/HST rate and the invoice information the CRA lists in one place

The problem

Quotes in one file, invoices in another, payments in a notebook. At month end you cannot say who is late. You look up the GST/HST rate and PST rules again. Provincial rules also differ and change.

What is inside

  • Excel workbook (13 tabs, formulas only, no macros): Start Here, Dashboard, Settings, Customers (100), Quotes (150), Invoices (300), Lines (800), Payments (500), Print, Tax Summary, Rates, Invoice Rules, Sources.
  • Quote to invoice flow: pick the quote on the invoice and bill 100%, or a share such as 50% for a deposit or a stage. Add extra work as lines on the invoice.
  • GST/HST by province: rates from the CRA calculator page, with the date checked. You pick the province of supply.
  • PST, RST and QST arithmetic: worked out on the price before GST, shown as its own line. You decide which lines it applies to.
  • Payment tracker with flags: Paid, Due soon, Overdue (with days late), Overpaid, Void. Ageing buckets and a top 10 overdue list on the Dashboard.
  • Printable quote and invoice page: type a number, print or save as PDF. Up to 25 lines.
  • CRA invoice information check: flags missing information at the CRA $100 and $500 levels. For Quebec invoices that charge QST, it also asks for a description of the work.
  • Tax Summary: sales and tax by month and by province, to help fill your own returns.
  • A filled-in sample copy (fictional contractor) and a sample quote and invoice PDF with three printed examples.
  • 8 page guide (PDF) with links and the date each source was checked, and a README with a 10 minute quick start.

Formulas only, no macros. It should open in Excel and Google Sheets (tested in LibreOffice only). Yellow cells are for you, grey cells are formulas.

A look inside

Select a picture to make it bigger. All names and numbers are made up.

The Dashboard tab of the sample workbook, with overdue flags, ageing buckets and key numbers.
The Dashboard
The Quotes tab of the sample workbook, with one row per quote.
The Quotes tab
The Invoices tab of the sample workbook, with totals, balance and status for each invoice.
The Invoices tab
The printable quote and invoice page of the sample workbook.
The printable quote and invoice
The Tax Summary tab of the sample workbook, with sales and tax by month and province.
The Tax Summary
Pages from the 8 page PDF guide.
The 8 page guide

What it is not

  • It is not tax, legal or accounting advice. Numbers are estimates.
  • It does not decide whether PST, RST or QST applies to your work. You choose. How it applies to contractors in Saskatchewan and Quebec was not confirmed.
  • It does not file anything, and does not do input tax credits on your purchases or the quick method.
  • Not handled: deposits and holdback as accounting items, progress claims, when GST/HST on a deposit is due, prices that include GST/HST, invoices in French under Quebec language rules, card payments, emailing invoices.
  • It does not promise any income, savings or tax result.

Price

CA$19, one-time. Instant download. For the 2026 tax year. Change the tax year on Settings for reuse.

Our promise: open it and use it for 30 days

Open the kit and use it for 30 days. If it does not fit, email [email protected] and we refund the full price you paid for the kit. No reason needed. If something in the kit is wrong or does not work, we will fix it and send you the fixed file, or refund you if you prefer. Read the full refund policy.

Get your kitCA$19, one-time