Canadian work-travel and bookkeeping tools, as Excel templates or as skills for your AI assistant.
CRA rates tested against CRA’s published figures before release. One-time price on templates and skills.
What we make
Our spreadsheet templates help with work and money admin: an expense and per-diem tracker and a trip planner for people who travel for work, a CRA mileage log for Canadians who drive for work, and Tallyfern Books, a bookkeeping workbook for Canadian sole proprietors.
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Business Trip Expense & Per-Diem Tracker
A spreadsheet template for recording travel expenses and daily allowances on work trips, so your totals are organised when it’s time to report or get reimbursed.
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Work-Trip Planner
A spreadsheet template for planning a work trip in one place — dates, travel, accommodation and to-dos — so the details are easy to find before and during the trip.
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CRA Mileage Log & Vehicle Expense Tracker 2026
A spreadsheet for Canadians who drive for work: a CRA-style trip logbook, your business-use %, vehicle expenses for Form T2125 and the CRA’s 2026 per-km rates, in Microsoft Excel.
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Tallyfern Books 2026: Canadian Bookkeeping Spreadsheet
An Excel workbook for Canadian sole proprietors: income and expenses sorted by T2125 line, the $30,000 GST/HST small-supplier threshold tracked by quarter, and other currencies converted to CAD.
Setup kits for solo sellers
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Get Paid, Stay Alert
Payments setup checklist (works with Stripe) plus a monthly security routine. C$18.99.
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Get Registered, Stay Ready
Ontario sole proprietor setup checklist plus a yearly tax and records calendar. C$13.99.
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Hand It Off, Keep Control
Run a small business with AI assistants: approval rules, QA checklists and weekly routines. C$17.99 on Etsy.
Get both in the Sole Proprietor Setup Kits Bundle for C$26.99. Direct purchases: Canada and the United States only.
For AI assistants
Canadian bookkeeping help for the AI assistant you already use.
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Canadian Bookkeeping Skills for AI Agents
Four Agent Skills for Canadian sole proprietors: a CRA mileage log, T2125 expense sorting, a GST/HST $30,000 threshold check and a year-end package. They work with AI agents that support Agent Skills (SKILL.md), such as Claude, Codex and Cursor. US$15, one-time purchase. General information, not tax advice.
Buy, US$15 →
Where are you buying from?
- Canada: buy direct (card, via Stripe) →
- United States: buy direct (card, via Stripe) →
- Other country: get it on AgentPowers →
AgentPowers handles international purchases.
Direct purchases are available to buyers in Canada and the United States only. Direct orders from other countries may be cancelled and refunded. Purchase terms
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Tallyfern Rates MCP (free)
A free, read-only MCP server that gives AI assistants Canadian rates from official CRA and Canada.ca pages: GST/HST rates by province, the $30,000 small-supplier check and CRA per-km allowance and travel rates. Every answer includes its canada.ca source and an “as of” date. No account needed. General information, not tax advice.
Need past years or full-year mileage? Email hello@tallyfern.com.
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Rates Pro (coming soon)
More from Tallyfern Rates for AI assistants is on the way.
Now open on Etsy
Our templates are available as instant downloads in the Tallyfern shop on Etsy. They’re made for Microsoft Excel, with no macros.