The Trillium Company

Spreadsheet templates

Excel files (they also open in Google Sheets and LibreOffice). Prices in Canadian dollars, one-time payment. These are record-keeping tools, not tax or financial advice.

Ontario HST Invoice Tracker

Invoice log with automatic HST/GST by province plus an HST return summary (lines 101–109).

$15 CADBuy

Sole Proprietor Bookkeeping (T2125)

Income and expense tracker mapped to CRA T2125 categories, with net income and tax set-aside.

$19 CADBuy

TFSA / RRSP / FHSA Room Tracker

Track contribution room, deposits and withdrawals across your registered accounts.

$9 CADBuy

Bundle: all 3 templates

The three templates above in one download.

$29 CADBuy