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New Personal Income Tax Clients

New Corporate Clients

Returning Personal Clients

Personal Finance

Accounting

Financial

Governmental

Tax

 

New Personal Income Tax Clients

Representation Form (T1013) This form will allow the CRA to communicate with our firm regarding your personal tax matters.
Personal Tax Organizer This fillable organizer will help ensure that all information that should be needed to prepare your personal tax return has been gathered.
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New Corporate Clients

Representation Form (RC59) This form will allow the CRA to communicate with our firm regarding your business tax matters.

Year End Checklist This handy checklist will give you an idea of most items we would ask for when working on your business year end.
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Returning Personal Income Tax Clients

This is a short form to help prompt you to supply all information we likely will require to complete your personal tax return.
Personal Tax Questionnaire (condensed for returning clients)
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The following excell files may also help you get the most of your tax situation: Medical expenses worksheet, Rental Property worksheet and Business/Home/Vehicle worksheet.
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Personal Finance

Survive and thrive : move ahead financially after losing your job written by David Trahair, CPA, CA. Courtesy of CPA Canada’s financial literacy program. Please help yourself to this resource available to support Canadians who are facing financial stress because of job loss.

©2017 CPA Canada. Survive and thrive : move ahead financially after losing your job is posted here for your use with the permission of the Chartered Professional Accountants of Canada. It should not be copied or distributed in any form as this would cause an infringement of Chartered Professional Accountants of Canada’s copyright. ISBN 978-1-5254-0042-1

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Accounting

Financial Decisions Matter – promoting Financial Literacy for Canadians

CPA Canada aims with this website to deliver unbiased objective financial literacy education and information to Canadians to improve the overall state of financial literacy in Canada.

CPA Ontario

CPA Ontario’s mission is to foster public confidence in the CPA profession by acting in the public interest and helping our Members excel. In part this is achieved via setting and enforcing the highest standards of qualification, education, experience and practice.

CPA Canada

CPA Canada is a progressive and forward-thinking organization whose members bring a convergence of shared values, diverse business skills, exceptional talents, management disciplines and innovative thinking to the accounting field.

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Financial

The Bank of Canada

The Bank of Canada site includes a variety of useful features, including information on interest and exchange rates, financial indicators, securities auctions and more. The convenient “Currency Converter” allows you to determine Canadian dollar equivalents for a broad range of foreign currencies.

Canada Mortgage

A listing of various mortgage rates offerred by a number of different service provides.

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Governmental

Service Ontario

The resource tool from the Ontario government to assist residents and businesses in finding resources and programs.

Industry Canada Small Business and Marketplace Services Sector (SBMS)

The government department responsible for many programs and initiatives to drive industry, while maintaining standards to protect both business and consumers alike.

Canada Business

A website from both the Federal an Ontario governments to aid Entrepreneurs find services and programs offered to them from the government.

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Tax

The Canada Revenue Agency

The Canada Revenue Agency (CRA) is responsible for the administration of tax laws for the Government of Canada, and for most provinces and territories.

Finance Canada

The federal Department of Finance is responsible for the development of federal fiscal policy, including laws affecting federal taxes, financial institutions and markets, and federal-provincial transfer payments.

SR&ED

The SR&ED program is a federal tax incentive program, administered by the Canada Revenue Agency (CRA), that encourages Canadian businesses of all sizes, and in all sectors to conduct research and development (R&D) in Canada. It is the largest single source of federal government support for industrial R&D.The SR&ED program gives claimants cash refunds and/or tax credits for their expenditures on eligible R&D work done in Canada.

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