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Forms & Templates

Download helpful forms, checklists, and templates to organize your tax documents, track business expenses, and prepare for filing.

Business Bookkeeping Monthly Template

An easy-to-use template that helps you summarize your monthly business expenses.

Business Summary Spreadsheet

If you've already totaled your income and expenses, use this template to organize them for tax preparation.

Canada's Privacy Act

Our obligations and your rights under Canada's Privacy Act.

Capital Gain on Real Property

Use this spreadsheet to calculate your capital gain when selling investment or rental property.

Checklist for Deceased

Filing a final tax return for a loved one shouldn't add to the difficulty. Use this checklist to organize what's needed.

Client Intake Form

New client? Use this form to provide us with your information to get started.

Corporate Tax Checklist

A guide to help you gather documentation for corporate tax preparation.

HST Return Template

Use this worksheet to organize and summarize your sales tax return.

Links to Canadian Universities

Missing income tax forms from educational institutions? Use these links to help locate and download them.

Personal Income Tax Checklist

A helpful checklist to gather all the documents you'll need for personal tax preparation.

Rental Income Summary

A handy spreadsheet to summarize rental income and expenses for each property.