PARTNER TOOLS / BUILD A DEAL

The deal worksheet.

From selling price to payment. Every number in one place.

Need help with the structure? Talk to us.

Purchase & trade

CAD

Selling price ($)Trade allowance ($)Total fees ($)Trade balance owing ($)

Taxes & down payment

Tax treatmentTotal taxes ($)

Taxable amount ($)HST rate (%)

Ontario HST defaults to 13%. Adjust the taxable amount or rate for the deal, or choose “Override with tax amount” above. The worksheet does not determine tax eligibility.

Down payment methodDown payment ($)

Percentage down payment uses selling price less trade allowance, before tax, fees, products and trade balance owing.

Financing

Loan termAnnual interest rate (%)AmortizationPayment frequency

Term sets when the balance is measured. Amortization sets the payment. A shorter term can leave a balance to repay or refinance.

Optional products

Add the products you want to illustrate, using your quoted prices. Added products are included in both the cash and finance estimates. They are not an order or a customer acceptance.

Estimate details

DealershipPrepared byUnit / projectQuote reference

Customer-facing notes

Open editable worksheet

Editable worksheet files are for reopening a deal here. Use “Preview / save customer PDF” for the polished customer-facing quote. Use the credit application for applicant information.

Compare deal options.

Scenario	Down payment	Payment	Rate / term / amortization	Optional products	Total interest	Cash purchase

Up to three scenarios. Load one to revisit it or print its itemized estimate. Download any scenario you want to retain.

Estimates use interest per payment period with payments at period end. Taxes are entered directly or calculated from your taxable amount and rate. Product costs are entered by the preparer. Totals use unrounded payments. No lender approval, rate availability or tax determination is performed.