# Tallyfern

> Tallyfern is a small digital-products studio in London, Ontario, Canada. It makes Microsoft Excel templates for people who travel for work and a CRA mileage log for Canadians who drive for work, sold as instant digital downloads in the TallyfernDigital shop on Etsy, and two setup kits for sole proprietors sold directly on tallyfern.com. Prices are in Canadian dollars (CAD). The templates use ordinary formulas only (no macros, add-ins or subscriptions) and are made for Microsoft Excel.

## Products

### Business Trip Expense & Per-Diem Tracker

- What it does: one Excel workbook to log a work trip's receipts in any currency (converted to your home currency at an exchange rate you enter), calculate a meals-and-incidentals per-diem day by day, keep a mileage log, and produce a claim-ready summary of what you are owed or must repay.
- Sheets: Start Here, Trip Setup, Expenses (200 rows, with checks for missing receipts, missing categories and dates outside the trip), Per-Diem (up to 31 days, travel-day percentage 75% by default and adjustable, deductions for provided meals, per-day override or exclude), Mileage (km or miles, distance or odometer readings, round trips, per-trip rate override), Summary (totals by category, reimbursable vs not, travel advance, amount owed, spending chart, pre-submission checks, claim tracker).
- Per-diem and mileage rates: you enter the breakfast, lunch, dinner, incidentals and mileage rates that apply to you, from your employer's or client's travel policy or an official schedule (for example Canada's NJC Travel Directive or CRA rates, or US GSA rates). No government rate tables are pre-loaded, so it works in any country and with any policy.
- Price: C$12.99 CAD (regular Etsy price; Etsy may show prices in the shopper's local currency).
- Format: Microsoft Excel .xlsx, made for Microsoft Excel. Not yet tested in Google Sheets.
- Includes: a blank tracker (.xlsx), a filled sample file (.xlsx, fictional trip to Zurich) and a PDF download and setup guide.
- For: employees, consultants, contractors and small-business owners who travel for work and claim expenses or a per-diem from an employer or client, in Canada or elsewhere.
- SKU: TF-PERDIEM-001
- Product page: https://tallyfern.com/per-diem-tracker/
- Buy on Etsy: https://tallyferndigital.etsy.com/listing/4583833163

### Work-Trip Planner

- What it does: one Excel workbook to plan a business trip: flights, trains, car rental and hotels with confirmation numbers, a day-by-day plan, every meeting shown in local time and home time, time zones, loyalty numbers, contacts and a packing list.
- Sheets: Start Here, Trip Overview (day-by-day plan up to 21 days), Itinerary (40 rows with booking status), Meetings (40 rows; time back home calculated, with next-day/previous-day flags), Time Zones (47 cities with standard and daylight-saving UTC offsets, plus a converter), Loyalty & Memberships (numbers only, never passwords), Packing List (43 items), Contacts & Emergency. Time-zone offsets are typed in, not looked up online.
- Price: C$8.99 CAD (regular Etsy price; Etsy may show prices in the shopper's local currency).
- Format: Microsoft Excel .xlsx, made for Microsoft Excel. Not yet tested in Google Sheets.
- Includes: a blank planner (.xlsx), a filled sample file (.xlsx, fictional trip to London and Berlin) and a PDF download and setup guide.
- For: employees, consultants, contractors and small-business owners who travel for work, especially across time zones.
- SKU: TF-TRIPPLAN-001
- Product page: https://tallyfern.com/work-trip-planner/
- Buy on Etsy: https://tallyferndigital.etsy.com/listing/4585666514

### CRA Mileage Log & Vehicle Expense Tracker 2026

- What it does: one spreadsheet for Canadians who drive their own vehicle for work: a CRA-style trip logbook, business-use percentage from January 1 and December 31 odometer readings, 12 months of vehicle expenses multiplied by business-use % (business parking and supplementary business insurance at 100%) with a total for Form T2125 line 9281 before CCA and limits, the employee per-km allowance at the CRA's 2026 rates, and the CRA simplified-logbook calculation with its within-10% check.
- Sheets: Start Here, Setup (province or territory, vehicle, odometer), Logbook (600 rows, with checks for missing details, trips outside the tax year and odometer typos), Vehicle Costs, Summary (totals, business-use %, monthly chart), Simplified Logbook (3-month sample).
- Rates: CRA 2026 reasonable per-km allowance rates, $0.73/km for the first 5,000 km and $0.67/km after in the provinces, $0.77 and $0.71 in Yukon, the Northwest Territories and Nunavut (checked on canada.ca 2026-10-03). Free update when the CRA publishes the 2027 rates.
- Not calculated: capital cost allowance (CCA) and the CRA limits on interest and leasing for passenger vehicles. General information, not tax advice; not affiliated with the Canada Revenue Agency.
- Price: C$9.99 CAD (regular Etsy price; Etsy may show prices in the shopper's local currency).
- Format: .xlsx made for Microsoft Excel; tested in Microsoft 365 Excel on Windows, Excel for Mac and Excel for the web. One vehicle and one tax year per file.
- Includes: a blank workbook (.xlsx), a filled sample workbook (.xlsx, a fictional photographer's year of driving) and a README (PDF) with download and setup steps.
- For: Canadian self-employed people, sole proprietors, side hustlers and employees who drive their own vehicle for work.
- Product page: https://tallyfern.com/cra-mileage-log/
- Buy on Etsy: https://tallyferndigital.etsy.com/listing/4588393975

### Tallyfern Books 2026: Canadian Bookkeeping Spreadsheet

- What it does: one Excel workbook for Canadian sole proprietors: sales and expenses sorted by T2125 line, a rolling four-quarter tracker for the $30,000 GST/HST small-supplier threshold, and conversion of other currencies to CAD with the exchange rate you enter.
- Sheets: Start Here, Setup, Sales (500 rows), Expenses (500 rows, T2125 category dropdown, 50% for meals and entertainment), Summary (totals by T2125 line, checks), GST-HST Tracker.
- Not calculated: CCA, the business-use-of-home claim, Quick Method remittances, input tax credits, PST/QST. Not for payroll, inventory, corporations or partnerships. General information, not tax advice; not affiliated with the Canada Revenue Agency.
- Price: C$24.99 CAD on Etsy (Etsy may show prices in the shopper's local currency).
- Format: .xlsx for Microsoft Excel; tested in Microsoft 365 Excel on Windows and in Excel for Mac. No macros, no add-ins, no account, no subscription.
- Includes: a blank workbook, a filled sample workbook (a fictional Guelph paper studio), a README (PDF) and the free Work Trip Claim Checklist (fillable PDF).
- Product page: https://tallyfern.com/tallyfern-books/
- Buy on Etsy: https://tallyferndigital.etsy.com/listing/4602889993

## Free tools

### GST/HST Small Supplier Threshold Checker

- What it does: a free web tool for Canadian sole proprietors, side hustles and small businesses. You enter taxable revenue for each calendar quarter; it applies the CRA's $30,000 small supplier tests (a single calendar quarter, and four consecutive calendar quarters), says whether you must register for the GST/HST, when you stop being a small supplier, your effective date of registration, and how much room is left next quarter.
- Rules applied (most businesses): over $30,000 in one calendar quarter means you stop being a small supplier on the sale that takes you over, and your effective date of registration is no later than that sale. Over $30,000 across four (or fewer) consecutive calendar quarters, but not in one quarter, means you stop being a small supplier at the end of the month after that quarter; your effective date is no later than your first sale after that. Register within 29 days. Count worldwide taxable supplies including zero-rated supplies and those of associates; exclude exempt supplies, financial services, capital property and goodwill. Self-employed taxi and ride-sharing drivers must register regardless.
- Rules last checked: 2026-10-02, against CRA pages "When to register for and start charging the GST/HST", RC4022 and GST/HST Memorandum 2-2.
- Price: free. Runs in the browser; inputs are not stored or sent.
- Page: https://tallyfern.com/gst-hst-threshold-checker/
- Calculation code (framework-free JavaScript module): https://tallyfern.com/js/gst_threshold.js
- Not tax advice. Does not cover public service bodies, charities or public institutions.

### Get Paid, Stay Alert: Payments Setup Checklist for Solo Digital Sellers (works with Stripe)

- What it does: a step-by-step checklist for solo digital sellers setting up a Stripe account to sell digital products, testing in a sandbox first (Part A), plus a security routine: a monthly review and a few quarterly and yearly checks (Part B). Each step links to the official page it's based on.
- Price: C$18.99 CAD.
- Format: PDF checklist (14 pages), a tracker spreadsheet (.xlsx, for Microsoft Excel) with a status dropdown for every step, a monthly grid and due dates for the periodic checks, and a bonus AI skill (SKILL.md) that walks you through the checklist; you do every click yourself and the skill never asks for passwords or codes.
- Free updates for all 1.x versions.
- Not legal, tax or security advice. Not affiliated with, endorsed or sponsored by Stripe; "works with Stripe" describes compatibility only. Made by Tallyfern with the help of AI tools.
- Product page: https://tallyfern.com/get-paid-stay-alert/
- Buy: direct on tallyfern.com (card, via Stripe), for buyers in Canada and the United States.

### Get Registered, Stay Ready: Ontario Sole Proprietor Setup (Business Name Registration, CRA Business Number, When to Register for GST/HST)

- What it does: a step-by-step checklist of the one-time setup steps one small Ontario online shop used in October 2026 (Part A), plus a yearly tax and records calendar (Part B). Each fact links to the official page it came from.
- Price: C$13.99 CAD.
- Format: PDF checklist (13 pages), a tracker spreadsheet (.xlsx, for Microsoft Excel) with a status dropdown for every step, a renewal and deadline calendar and a GST/HST C$30,000 small-supplier check, and a bonus AI skill (SKILL.md).
- For: Ontario sole proprietors. Free updates for all 1.x versions.
- Not legal or tax advice; the kit can't register, file or decide anything for you. Not affiliated with, endorsed or sponsored by the Government of Ontario, ServiceOntario, the CRA or BDC. Made by Tallyfern with the help of AI tools.
- Product page: https://tallyfern.com/get-registered-stay-ready/
- Buy: direct on tallyfern.com (card, via Stripe), for buyers in Canada and the United States.

### Sole Proprietor Setup Kits Bundle

- What it is: both setup kits, Get Paid, Stay Alert and Get Registered, Stay Ready.
- Price: C$26.99 CAD (C$32.98 bought separately).
- Buy: direct on tallyfern.com, on either kit page: https://tallyfern.com/get-paid-stay-alert/ or https://tallyfern.com/get-registered-stay-ready/

## Policies

- Delivery: templates are an instant digital download from Etsy; setup kits bought on tallyfern.com are downloaded from your download page. Nothing is shipped.
- Returns (Etsy templates): digital downloads are not returnable; help is available through Etsy messages or hello@tallyfern.com.
- Returns (setup kits bought on tallyfern.com): Sales are final, except that a defective file reported within 14 days gets a fixed file or a full refund. Purchase terms: https://tallyfern.com/terms/
- Licence: for use by one person (personal or business use). Each additional user needs their own copy; no resale or sharing.
- The templates are organising and planning tools, not tax, legal or accounting advice. Reimbursement rules vary by employer and country.

## Links

- [Home](https://tallyfern.com/)
- [Etsy shop](https://tallyferndigital.etsy.com)
- [X (@tallyfern)](https://x.com/tallyfern)
- [Contact](mailto:hello@tallyfern.com)
- [Privacy policy](https://tallyfern.com/privacy/)
- [Terms of use](https://tallyfern.com/terms/)