CANADIAN REALTOR TOOLKIT / Excel & Google Sheets
2026 Realtor Tax Organizer
Tax season shouldn't start with a shoebox of receipts. The 2026 Realtor Tax Organizer is a year-long bookkeeping workbook built for Canadian realtors — every expense category mapped to its CRA T2125 line number, with vehicle and home-office worksheets built in. Log income and expenses as the year happens, and hand your accountant a clean, categorized file. No macros; works in Excel and Google Sheets. An organizational tool, not tax advice.
Digital product. Purchase and download through Etsy. Check the listing for current offers and delivery details. No physical item is shipped. Etsy digital downloads cannot be returned or exchanged. Contact the shop through Etsy for help with an order.
01 / WHAT YOU GET
A useful tool.
A clear place to start.
- Income Log — 100 rows with GST/HST collected per deal
- Expense Log — 250 rows with T2125 category dropdowns
- T2125 Categories reference with CRA line numbers
- Vehicle worksheet with business-use % calculator
- Home Office worksheet (square-footage method)
- GST/HST summary — collected vs input tax credits
- Dashboard with 30% tax set-aside suggestion
02 / IN YOUR WORKING WEEK
Put it to work.
- Record income and expenses throughout the year using the included logs and T2125 category dropdowns.
- Complete the vehicle and home-office worksheets and review the GST/HST summary.
- Share your organised workbook with your accountant when preparing your tax return.
03 / BEFORE YOU BUY
Your questions, answered.
Does it work in Excel and Google Sheets?
Yes. The workbook works in Excel and Google Sheets and does not use macros.
What is included?
Income and expense logs, a T2125 categories reference, vehicle and home-office worksheets, a GST/HST summary, and a dashboard with a 30% tax set-aside suggestion.
Is this tax advice or a completed tax return?
No. This is an organisational tool for tracking income and expenses. The 30% tax set-aside is a suggestion, not a calculation of your tax owing. Review your records and tax situation with your accountant.
Ready to take a closer look?
See the full listing, previews and download details on Etsy.
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