Quick take: A good seller spreadsheet answers three boring questions quickly: what came in, what fees and expenses went out, and what tax needs to be set aside. The Canadian Shopify and Etsy tax template is the broad starting point when you sell on both platforms.
Pick by sales channel first
If Etsy is the main channel, start with the Etsy HST remittance calculator or the Etsy CRA income and HST template. If Shopify is the main channel, use the Shopify HST remittance calculator or Shopify income/HST remittance template. Mixed sellers should use a combined workbook so Etsy fees, Shopify payouts, refunds, and manual expenses do not live in separate files.
What to track monthly
Record gross sales, platform fees, shipping charged, shipping paid, refunds, processing fees, supplies, advertising, and tax collected or remitted. The point is not to replace an accountant; it is to keep the raw numbers clean enough that tax time is not a reconstruction project.
Templates outside tax
The weekly meal planner and grocery list is a different kind of digital product. It belongs in the same guide because the buying logic is similar: choose a template when the task repeats every week and a blank note app keeps losing the structure.
Monthly workflow
- Export orders and payments from the platform.
- Enter or paste the month into the matching spreadsheet tab.
- Reconcile refunds and fees before calculating tax.
- Save a copy of the source export with the same month name.
- Review totals before filing or sending records to a bookkeeper.
Compare digital templates
| Product | Type | Best use |
|---|---|---|
| Canadian Shopify & Etsy Tax Template — CRA T2125 Form Helper | Digital Template | Helps track Canadian seller tax, income, HST/remittance details, or recurring planning tasks. |
| Etsy HST Remittance Calculator — CRA Tax Form Helper | Digital Template | Helps track Canadian seller tax, income, HST/remittance details, or recurring planning tasks. |
| Etsy Income Tax & HST Calculator for Canadian Sellers — CRA | Digital Template | Helps track Canadian seller tax, income, HST/remittance details, or recurring planning tasks. |
| Etsy Tax & Bookkeeping Template for Canadian Small Business | Digital Template | Helps track Canadian seller tax, income, HST/remittance details, or recurring planning tasks. |
| Shopify HST Tax Calculator — Canadian Small Business Spreadsheet | Digital Template | Helps track Canadian seller tax, income, HST/remittance details, or recurring planning tasks. |
| Shopify Income Tax & HST Calculator for Canadian Sellers — CRA | Digital Template | Helps track Canadian seller tax, income, HST/remittance details, or recurring planning tasks. |
| Weekly Meal Planner & Grocery List — Printable PDF Download | Digital Template | Helps track Canadian seller tax, income, HST/remittance details, or recurring planning tasks. |
Helpful reference
CRA-facing bookkeeping still comes down to complete records and clear categories. Template marketplaces describe the same core needs: GST/HST tracking, income, fees, expenses, and monthly summaries. For official tax treatment, use CRA guidance or an accountant; use spreadsheets to keep the inputs organized.
Related guide
If you want a more focused breakdown of bookkeeping workflows for Canadian ecommerce sellers, read Canadian Shopify and Etsy Tax Template Guide.
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FAQ
Does a spreadsheet file my taxes?
No. It organizes the numbers. You still need to file correctly for your situation.
Should Etsy and Shopify sales share one workbook?
If you sell on both, yes. Separate files make totals easier to miss.
Are digital templates refundable?
Digital downloads are usually final sale. Check the product page before ordering.