Free tools
Free tools for your family,your business and your move to Canada.
Budget the household, teach the kids, track receipts, forecast cash, plan a Canadian launch. Each one opens on the page, built by the team led by Salman Feroz, CPA, CMA. Free, because helping first is how we earn the right to do your taxes and your books.
- Free tools
- 7, more each month
- Format
- On the page, always current
- Cost
- Free
- Built by
- A CPA-led team
For families
Run the household like it matters
You work hard for a good income. These make sure it goes where you decide, and that your kids learn what you had to learn the hard way.
Free Code: BUDGET
Family budget tracker
What comes in, what goes out and what is left, month by month.
- Setup: income and your budget for each category
- Spending log for up to 600 entries
- This month: budget, actual and what is left
- Needs, wants and savings against a target you set
Free Code: GROCERY
Grocery tracker
What you spend on food, where, and which store is cheapest for what you buy.
- Trips: one line per shop
- Month view: budget, spent, left and average per trip
- Spend by store, with a chart
- Weekly pace against a weekly target
Free Code: KIDS
Kids money kit: needs and wants
"I want a PlayStation." "You do not need it, you want it. Let us see how many weeks of saving it takes."
- Needs or wants game: 20 everyday things with a talking point for each
- Wish list: what it costs and how many weeks of saving
- Three jars: Spend, Save and Give with running balances
- My goal: one savings goal with a progress bar
Free Code: RECEIPTS
Receipt and expense log
Scan the receipt with your phone, add one line, and the shoebox is gone.
- Receipts: one line each, with a link to the scan
- Your own category list
- Summary by category and by month
- A "keep for taxes" total and an "ask us" count
For Canadian businesses
See the cash before it is a problem
For clinics, pharmacies, realtors, agents, trades and every owner who is too busy running the business to watch the bank.
Free Code: CASHFLOW
13-week cash flow forecast
See the week you run short while there is still time to fix it.
- Money in: five lines you can rename
- Money out: eleven lines including payroll, remittances and GST/HST
- Opening and closing balance, week by week
- Lowest point and first week below zero
Free Works in your browser
Invoice generator
Make a clean Canadian invoice with the right GST/HST lines and save it as a PDF in under a minute. Nothing to install.
- GST/HST by province, worked out for you
- Your logo, business number and payment terms
- Remembers your details for next time
For owners coming to Canada
Open in Canada with the steps in order
Registration, CRA accounts, banking readiness and a first-year budget, before you spend a dollar.
Free Code: CANADA
Canada business launch planner
For owners abroad: the 22 steps, the order and the budget to open in Canada.
- Launch plan: 22 steps across five stages, with owner, date and status
- Three ways to register, compared side by side
- First-year budget with 2026 government fees filled in
- Document list to gather
Works right here
Calculators and tools on this site
- Free
Ontario income tax calculator
Tax, take-home pay and your refund for 2026.
Open the tool - Free
RRSP tax saving calculator
What a contribution saves and what it really costs.
Open the tool - Free
Mortgage calculator
Payment, interest and what your income supports.
Open the tool - Free
Land transfer tax calculator
Ontario and Toronto, with first-time buyer rebates.
Open the tool - Free
Salary or dividend calculator
How to pay yourself from your company.
Open the tool - Free
Invoice generator
Make, send and save an invoice with GST/HST.
Open the tool - Free
GST/HST calculator
Every province, add tax or work it backwards.
Open the tool
CAD 27 each
Templates that do the heavy lifting
One price, one time. The same structures we build for clients, ready for you to run.
CAD 27Small business bookkeeping workbook
A full set of books in one workbook, for businesses not yet on software.
7 parts inside
CAD 27Startup financial model
Three years of revenue, costs, cash and funding in one model.
6 parts inside
CAD 27Project feasibility model
Costs, revenue, cash flow, returns and sensitivity for one project.
7 parts inside
CAD 27Rental property analyzer
Cash flow, cap rate and debt coverage before you make an offer.
7 parts inside
CAD 27Budget vs actual dashboard
Plan the year, then see every month where you are off.
6 parts inside
CAD 27Contractor job costing workbook
Know the profit on every job, and which subcontractors need a T5018.
6 parts inside
CAD 27Pricing and margin calculator
Price from cost and target margin, across your whole product list.
6 parts inside
CAD 27Payroll and remittance tracker
Every pay run and every remittance date, in one place.
6 parts inside
How it works
Three steps, then you are working
Pick the tool
Each template solves one job: forecast cash, price a product, test a project, close the month.
Get it by email
Free tools arrive straight away. Paid templates arrive once the secure payment link is paid.
Put your numbers in
Inputs are marked. Everything else calculates. Each workbook opens with a one-page guide.
When a template is not enough
Have it done for you, at a fixed fee
The templates show you the shape of the answer. When the decision is large, the team builds it with you and stands behind the numbers.
Templates: your questions
Who builds these templates?
The Accounting Doc team in Pickering, Ontario, led by Salman Feroz, CPA, CMA. They are the working tools we use with clients, cleaned up so an owner can run them alone.
What format are they in?
The free tools open on the page as sheets you can read, always the current version; the paid templates are workbooks that open in Google Sheets and Excel. The invoice generator runs in your browser.
How do I get a free tool?
Pick one, tell us where to send updates, and the full template opens on the page straight away. If you saw it on social media, comment the code word on the post and we send you the link.
How do the CAD 27 templates work?
Each paid template is CAD 27, one time. Ask for it on its page, pay through the secure link we email you, and the file is delivered to your inbox.
Are these a substitute for an accountant?
No. They are tools. They make your numbers clearer and your accountant faster. When you want the numbers kept current for you, ask for a fixed price quote.
Rather have us keep the numbers?
Two questions, then where to reply. You hear from us within one working day with an indicative range and the plan that fits. The exact price is confirmed in writing before any work starts.
We never ask for confidential documents on this form. Secure upload happens after onboarding.
- WhatsAppMessage us from your phone
- Book a callPick a time that suits you
- Call +1 647 283 1515Office hours, Eastern time
- Emailsalman@accountingdoc.ca
We never ask for confidential documents in chat.
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