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Free Template

Free Estimate Template for Canadian Contractors

A professional estimate template for Canadian contractors. Includes line items, province-specific tax calculation, validity period, and payment terms.

Required Fields

Every document in Canada should include these fields to be CRA-compliant:

Business name and address
Business Number
Customer name and address
Date
Estimate number
Line items with descriptions and prices
Tax calculation (GST/HST/PST)
Total including tax
Validity period
Scope of work
Payment terms

Example Values

Business IDBN: 123456789 RT0001
Tax (BC)GST (5%): $150.00 + PST (7%): $210.00
CurrencyCAD $3,360.00

Writing a winning estimate in Canada

Canadian customers expect detailed, professional estimates. Break down labour and materials separately. Show the applicable taxes clearly — customers in Ontario expect to see HST, while customers in BC expect GST and PST shown separately. Include a validity period (14-30 days is standard) and a clear scope of work. Under provincial consumer protection laws, a written estimate protects both you and the customer.

Estimate vs quote in Canada

In Canadian construction, an 'estimate' is typically a rough cost guide that can change, while a 'quote' or 'bid' is a firm price. Most residential customers expect a firm quote for defined work. Commercial and government contracts usually require formal bids. Be clear about which you're providing — it affects your legal obligations.

Frequently Asked Questions

Should I include tax on my estimates?

Yes. Always show the applicable taxes so the customer knows the full cost. Surprising customers with tax on top of a quoted price is a fast way to lose trust.

How long should an estimate be valid?

14 to 30 days is standard. Material prices fluctuate, especially for lumber and metals, so don't leave estimates open-ended.

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Canada Tax Quick Reference

GST/HST Rate5–15% (varies by province)
Registration ThresholdCAD $30,000
Business IDBN
AuthorityCRA