Download without signing up. Templates, calculators, guides and checklists for the accounting, payroll, taxes and management of a Quebec SMB. The files are in French; the glossary is bilingual.
Download all 15 resources on this page in one click, 17 files in all: Word and PDF templates, Excel spreadsheets, PDF guides and a chart of accounts. A README file lists them all. Handy if you're starting a business, preparing year-end or advising clients.
One ~160 KB download instead of 17: small enough to email to your accountant. What each file contains is described below, card by card.
CSV of 50 accounts (number, name, type, normal balance, category, description): assets, liabilities, equity, revenue and common SMB expenses. Tax and payroll accounts included: GST and QST receivable and payable, QPP, EI, QPIP and HSF. Opens in Excel; adapt the columns to your software's import format.
Editable DOCX + PDF template. It includes the information the CRA and Revenu Québec require for a customer to claim input tax credits (ITCs and ITRs): your name, the date, your GST and QST numbers, the description, each tax and the total. Worked example: $450.00 + $22.50 GST + $44.89 QST = $517.39. Add your logo.
Editable DOCX + PDF template: project scope, three priced phases, GST and QST calculated, validity date, deposit, rate for extra work and a customer signature block. The terms shown (30 days, 30% deposit) are examples: put in your own.
PDF with 40 checkboxes in 10 sections to go through before closing: bank and reconciliation, receivables and payables, inventory, fixed assets and CCA, GST/QST, T4/RL-1, T5018, equity, records, and what to hand your accountant.
6-tab Excel file: dashboard, revenue, expenses (drop-down categories), aged receivables, payables, 90-day cash projection. Totals for revenue, expenses, receivables and payables calculate themselves.
Excel file with formulas, built for Quebec: enter an amount before tax, get the GST, the QST and the total; the reverse calculation (total → before tax) is included. Example: $200 = $10.00 GST + $19.95 QST = $229.95. The file also has an HST line, but it adds GST on top and uses 15% for Nova Scotia: don't rely on it. Outside Quebec, HST replaces GST (CRA): 13% in Ontario, 14% in Nova Scotia since April 1, 2025, 15% in New Brunswick, Prince Edward Island and Newfoundland and Labrador.
7-page practical guide: GST and QST rates, filing frequencies, 2026 calendar (T4, RL-1, T5018, T1, T2, instalments), 10 key deductions, a table of CCA classes and 10 tax pitfalls to avoid. Educational only: it doesn't replace your accountant.
Excel to estimate your capital cost allowance by class: buildings (4%), furniture and equipment (20%), vehicles (30%), computers (55%), goodwill (5%) and a few more. The file applies the half-year rule in the year of acquisition. For the Accelerated Investment Incentive, use the CCA calculator in the site's Tools section.
An Excel template to break down a Quebec pay: deductions (QPP, EI, QPIP, federal and provincial income tax), net pay and employer cost (QPP, EI, QPIP, HSF, CNESST, vacation pay), with every formula visible. Two limits to know: the rates and maximums in it aren't updated for 2026, and income tax is calculated at a single rate, which overstates deductions. Update them before you rely on it; for exact deductions, the official tables govern (Revenu Québec TP-1015.TI-V, CRA T4032). The Payroll module in Forge Tech Accounting (Pro plan) applies the 2026 tax brackets and the Quebec abatement.
What does an employee really cost you per hour? Salary + contributions (QPP, EI, QPIP, HSF, CNESST) + benefits, divided by the hours you can actually bill. Pre-filled example: $60,000 a year, 47 weeks of 40 hours, 20% non-billable time. The file then suggests three rates: cost × 1.5, × 2 and × 3.
Excel template to plan your year month by month: 6 revenue lines and 13 expense lines. Monthly and annual totals, net income and net margin calculate themselves. Swap in your own categories.
Excel to record every trip: date, times, odometer at departure and return, business or personal, purpose. Totals and your business-use percentage calculate themselves. That percentage supports the deductible share of your vehicle expenses (fuel, insurance, maintenance, CCA) if the CRA or Revenu Québec asks for it.
Excel for construction: enter the hourly wage and the month's hours, and pick your sub-sector and trade from the lists to keep track. You get the employer contributions (leave 13%, pension 7%, training, health and safety, insurance, association) and the month's total cost. These rates are indicative averages, the same for every trade: replace them with the ones in your collective agreement (ccq.org). In Forge Tech Accounting (Pro plan), each trade carries its own rate, and the monthly remittance report groups hours and contributions by trade.
Excel that follows the structure of CRA form T776 (and points to Revenu Québec's TP-128): rents, expenses (mortgage interest, municipal and school taxes, insurance, maintenance, utilities), CCA, and net income or loss. One tab per property: duplicate it for each one.
Over 100 accounting, tax and finance terms in alphabetical order, with a short French definition and the English equivalent. For bilingual SMBs, accountants and students.
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