Client Resources
Every year CRA and the Ministry of Finance make multiple changes to the Income Tax Act and to the Interpretations and Administrative Procedures of the Income Tax Act. As Chartered Professional Accountants and business advisors we are required to complete hours and hours of professional development to stay up on top of changes and to service our clients better.
Every year we update these checklists and templates to guide the preparation of your records for taxes. The worksheets available below are intended only to guide you and do not replace consultations with your accountant.
WFH Expenses - Temporary Flat Rate | Excel version
Employment Expenses for Working at Home Due to COVID-19 – Temporary Flat Rate | Excel Version
WFH Expenses - Temporary Flat Rate | PDF version
Employment Expenses for Working at Home Due to COVID-19 – Temporary Flat Rate | PDF Version
Document Organizer
Use our handy Document Organizer to make sure nothing gets missed!
2020 Small Business Revenue and Expense Worksheet
Get organized with our Excel template to complete your 2020 income taxes on time. Includes a guide to help you choose the right category. Save on your accounting bill and ensure nothing gets missed this year.
2020 Realtor Revenue and Expense Worksheet
Our great Small Business Excel template especially designed for Realtors. Get organized, save accounting fees and make sure you maximize your deductions for the 2020 tax year.
10 Secrets I wish Every Client Knew
10 secrets we wish every client knew but many don`t.
