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.
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.
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.