Guided PDF workflow

Thirty North Cross-Border GST/HST Action Kit — PDF Guide + Fillable Workbook

Organize the facts behind your next GST/HST threshold review before a material invoice.

Version 2.0Guidance reviewed Personal use licence
What it helps you do

Overview

Foreign clients do not make GST/HST threshold questions disappear. The Thirty North Action Kit gives Canadian service freelancers a structured way to gather the dates, amounts, client facts, foreign-currency evidence, and adviser questions behind a threshold review.

Start with the 24-page guide, work through the 12-page fillable workbook, and use the one-page control card before a material invoice. The kit separates the single-calendar-quarter and rolling four-calendar-quarter concepts, highlights facts that need professional judgment, and helps you prepare a cleaner accountant or adviser handoff.

The kit is educational planning material. It does not classify a supply, determine place of supply or zero-rating, register a business, prepare a return, provide a ruling, or determine registration liability.

Exact delivery contents

What is included

  • English folder — 24-page guide, 12-page fillable workbook, one-page card, and README
  • Francais folder — 24-page French guide, 12-page French fillable workbook, one-page French card, and LISEZ-MOI

Customer delivery file: Thirty-North-Paid-Action-Kit-Bilingual-v2.zip

Check the fit before choosing

Who this is—and is not—for

Best fit

  • Canadian sole proprietors and service freelancers
  • People invoicing US or other foreign clients
  • Buyers who want a guided, one-time next-invoice review
  • Buyers preparing organized questions for an accountant or tax adviser

Not a fit

  • Someone looking for a tax ruling, filing service, or registration decision
  • A firm that wants to redistribute the files to clients
  • A buyer who needs multi-client software or cloud collaboration
  • A situation needing immediate professional advice
Set up the files correctly

Before you start

  1. Extract the ZIP before opening the files.
  2. Open the fillable workbook in a PDF viewer that can save form fields.
  3. Save a working copy, enter a small test value, close it, and reopen it to confirm the value persisted.
  4. Keep contracts, invoices, exchange-rate evidence, and adviser conclusions in your own record system.
Know what is included in this release

Version and licence

Version2.0
Guidance reviewed
LicencePersonal use

For one individual or one business's internal records and adviser discussions. The source files may not be resold, redistributed, published, sublicensed, or used to provide a competing template product.