2027 edition · US Schedule C & Canada T2125
An Excel workbook for side hustlers with a day job. Log income and expenses as you go, then hand over one clean summary in January.
01 / The workbook
One .xlsx file, plain formulas you can inspect and change, and a ten-minute setup guide.
| Date | Client | Invoice | Category | Amount |
|---|---|---|---|---|
| Jan 4, 2027 | Ashgrove Studio | INV-001 | Design work | 480.00 |
| Jan 11, 2027 | Harbor & Co. | INV-002 | Consulting | 275.00 |
| Jan 19, 2027 | Ridgeway Labs | INV-003 | Design work | 640.00 |
| January total | 1,395.00 | |||
Illustrative layout · columns, labels and categories are editable
Date, client, invoice, amount. Dropdown categories, automatic monthly totals.
Categorized expenses, receipt references and running category totals.
Trip log with distance, purpose and home office notes.
Four reminder rows and space for estimated payments made.
One printable page grouped to match common US / CA form lines.
A ten-minute guide: which rows to fill, which to leave, plus a glossary.
02 / Straight answers
03 / Choose your edition
Three downloads, priced in USD. One payment, instant .xlsx delivery by email, and free updates for the 2027 tax year. No renewal.
01 / US Edition
For US freelancers & sole proprietors · Schedule C category wording
$19One-time · USD
Buy US Edition02 / Canada Edition
For Canadian self-employed & sole proprietors · T2125 and GST/HST wording
$19One-time · USD
Buy Canada Edition03 / Bundle
If you file in both countries, or simply want both versions
$29One-time · save $9
Buy the BundleHow it works — buy, get the .xlsx by email, open it in Excel or Google Sheets. Two minutes a week is enough.
Checkout, sales tax, invoices and refunds are handled by our merchant of record. Receipt by email. Prices in USD.
04 / Common questions
This is a record-keeping tool, not a tax calculator. No tax rates are built in. You enter your own rates and figures; the workbook only adds, subtracts and summarizes what you type. It does not calculate tax owed, does not file anything, and is not tax, legal or accounting advice. We are not affiliated with the IRS or the Canada Revenue Agency. Always confirm figures with a qualified professional.