Every amount traceable.
Better documentationEach amount traces back to its source.
The TaxWorkbooks.ca approach
A clearer trail from source to sign-off.
Professional working papers for Canadian tax.
Every check visible.
Better reviewBuilt-in checks flag issues before sign-off.
Every conclusion documented.
Audit-ready for tax authoritiesA clear trail from data to conclusion.
TaxWorkbooks.ca mission is to offer comprehensive professional tax documentation templates related to Canadian tax for in-house tax practionners or CPA firms
Less re-entry. A clearer path.
Move the data, not the numbers by hand.
Reduce manual re-entry and opportunities for transcription errors. Supported transfer steps vary by workbook.
See the import and export workflow- 01Bring in source data
Use the trial balance or prior-year tax-software export where supported.
- 02Prepare and check
Work through mapped schedules and resolve visible checks.
- 03Transfer the result
Export supported figures for tax software, then reconcile before filing.
From last year’s return to a signed-off file
Every template follows the same documentation process, with a few differences specific to each form. Choose a template to walk through its main steps in the actual worksheet layout (fictional data).
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Browse every worksheet in the template explorer.
About the author & scope of support
Québec CPA and tax director with experience in accounting firms and in-house tax teams.
The offering is limited to workbook templates and basic product support. Tax advice, return preparation and engagement review services are not offered.
Practical questions
Which version of Excel is required?
The target is Excel 2021 or Microsoft 365. The examples use modern functions. Platform-specific opening checks remain to be confirmed before purchase.
What language are the workbooks?
The website and current workbooks are in English. A French version is planned for a later stage.
What does the licence cover?
The in-house licence covers one entity and its corporate group. Practice and enterprise licences have different scopes and pricing on request. Full terms are set out in the licence.
Does the workbook file the return?
No. The workbook supports calculations and documentation. Data transfer and filing follow the procedures of the appropriate tax-preparation software.
Are the formulas protected?
Sheets are supplied without active protection. Cell lock flags allow protection to be enabled when needed. The conventions are explained in the workbook.
How is an edition obtained?
All three workbooks are in development, with launch targeted for November–December 2026. Samples can be reviewed now; sales are not yet open.