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RESOURCES

Helpful tools. Clear information.

Forms, checklists, guides and trusted links.

Personal Tax Resources

Getting Started

Tax Planning & Life Changes

Residential Information

Claiming Expenses

Calculators & Information

Employment Expense Worksheet - T2200

Childcare Expense Worksheet

Tuition & Student Information

Claiming Income

Canada Revenue Agency

CRA Notice or Review Letter

What to Send Us

Self Employed  Rental Property Resources

Self-Employed & Rental Resources

Business Records

GST/HST Information

Rental Property

New Rental Property Info Form

Sole Proprietor - No GST Spreadsheet

Sole Proprietor - w/GST Spreadsheet

Self-Employment Income & Expense Worksheet

Contractor/Subcontractor Information Checklist

Capital Asset Purchase Worksheet

GST/HST Registration Information

GST Filing Checklist

Rental Property Sale Information

Rental Property Capital Improvements Worksheet

Short-Term Rental Information Checklist

Canada Revenue Agency

CRA Notice or Review Letter

What to Send Us

Estate & Executor Resources

Estate & Executor Resources

Information 

CRA Requirements After Death

Checklists & Worksheets

Being an executor can feel overwhelming.  Our practical checklists and guidance can help you understand what information is needed and what steps may come next.

Clearance Certificate TX19 Checklist

Executor Questions & Information Form

Estate Asset & Liability Inventory

Estate Distribution Record

Estate Bank Account Checklist

Final Return vs Estate/T3 Return Explanation

Important Estate Tax Deadlines

Preparing a Home for Sale- Tax Info

Documents Required when Estate Property is Sold

CRA Notice or Review Letter

What to Send Us

What Returns You Need to File

Corporate Resources

Corporate Resources

Bookkeeping Information Checklist

Payroll / T4 / T5 Information

Shareholder Information Worksheet

Corporate Year-End Document Checklist

Corporate Vehicle Expense Worksheet

Capital Asset Purchases & Disposals Worksheet

GST/HST Information

Corporate Tax Payment Instructions

Closing or Selling a Corporation Information 

Important Dates

CRA Notice or Review Letter

What to Send Us

Secure Client Portal

Upload documents and exchange information securely through our client portal

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Please note

These worksheets and checklists are provided to help organize your records.  Completing a worksheet does not necessarily mean an expense is deductible or eligible for a tax credit.  Final tax treatment will be determined based on your individual circumstances and applicable tax legislation.

Bookkeeping Resources

CRA Resources

Needing Help Finding Something?

We're hear to help.  contact our office with any questions.

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