Kat LM Finances

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Pay less taxes & make tax season easy

A simple way to track all your business expenses so you’re not scrambling when April rolls around.

No complicated software. No recurring fees.

Just an affordable, easy-to-use spreadsheet that helps you claim every deduction you’re eligible for, stress-free.

💡 Simplify Expense Tracking

The built-in Category Guide outlines all CRA expense categories in one place, along with short descriptions and examples, to help you classify your expenses correctly.

💰 Minimize Your Tax Bill

Track your expenses year-round so you’re not leaving money on the table. Set aside a few minutes each week to fill in the tracker.

🧮 Make Tax Season Effortless

Expenses are automatically totaled and organized by line number to match Form T2125.

Just plug them into your tax return or send the spreadsheet to your accountant.

🧾 CRA-ready documentation

Use the tracker as part of your supporting records in case of an audit.

(Be sure to keep receipts and proof of payment, too!)

🧰 Simple, one-time solution

Buy once, use forever: just create a new copy of the file each year.

🍁 Made for Canadians by a CPA

Designed specifically for sole proprietors by a licensed Canadian CPA.

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📊 Choose the Tracker That Fits Your Needs

Each tracker is built with the same easy-to-use structure, tailored for different types of expenses:

✅ All trackers include:

• A built-in Category Guide
• Automatic totals that match Form T2125 of your tax return
• Sample data so you can see exactly how your tracker should look when filled in

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FAQ

How do the trackers work?

• You fill in the required columns (ex: date, amount, vendor, etc.) and the tracker automatically totals expenses by categories that match your tax return (Form T2125).
• Instructions are provided with each tracker and should be read before using.

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Do I need Excel to use this?

• Yes, it works in Microsoft Excel.
• If you’d prefer a Google Sheets version, please let me know at katlm.cpa@gmail.com and I’ll look into creating one 🙂

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Is this Canada-specific?

• Yes, it’s built around Form T2125 of your Canadian federal tax return.

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Can I use this if I’m not registered for GST/HST?

• Yes, the trackers are designed for all sole proprietors.

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Is this a substitute for an accountant?

• No, it’s a DIY organization tool to help you track expenses and make your accountant’s job easier. For specific tax advice, please consult a professional.

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Didn't find an answer to your question?

• Email me at katlm.cpa@gmail.com and I’ll be happy to answer you directly 🙂

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