Everything

Below is the complete collection of our booklets, forms, and worksheets for your convience.

Employment & Commission Expense Tax Booklet For the commission sales person or employee with employment expenses.	Investment Tax Booklet For those who have any type of investments including a bank account. Also, get the CRA Capital Gains guide here.	Rental Property Tax Booklet For landlords and those earning rental income. Also, get the CRA Rental guide, and the Excel book keeping spreadsheet.	Small Business Tax For self-employed, partnerships and small unincorporated businesses. Also, get the CRA Small Business guide, and an Excel bookkeeping spreadsheet.	Tax Guide Learn valuable tax information and how to make the system work for you.
10 Ways to cut your Tax Bill Check out this free handout which can save you thousands of $$$	10 Reasons Taxpayers Hire a Professional Why do the majority of Canadians use a professional? Even more amazing, why is this number growing by ten's of thousands each year? Don't get left in the dark and forsake your money to the taxman.	10 Ways to find a Tax Windfall If you've overpaid taxes or owe back taxes, this will help you spot any surprise tax breaks.	10 Ways to See if you paid your fair share of Taxes Do you know what your fair share of taxes really is? Many don't, but you can now.	10 Ways to to Find Money from Unfiled Taxes If you haven't filed your taxes for years, you may be sitting on some cash. See if you can file them professionally with no money.
10 Ways to Avoid a Tax Trap Do you have unexpected taxes owing? How to stay away from a surprise tax liability.	10 Myths and Facts about the Tax Industry Learn how the industry really works, how you fit in and what to do to make it work for you.	10 Ways to Assess a Tax Consultants Fees How do you know what to pay? Do you have the right person working for you? Find out now.	10 Ways to Get Free Help at Tax Time There's lot's of free help available including getting your taxes done for free. Let us show you how.	10 Ways to Handle a Tax Taboo Do you owe taxes by accident or not? How do you even bring the subject up? Get rarely printed advice on this here.
10 Ways to spot Tax Fraud Are you wondering if you've seen a tax scam? Even worse, have you become a victim? Find out how to spot it and take action.	10 Reasons People Don't File a Tax Return Find out why 1,000,000 late returns are filed in Canada each year.	The Fine Art of Procrastination Did you know it's a skill?	"The Miracle of Tithing" "Donations" They're not only tax deductible but generate a good feeling for the taxpayer. Get our free book "The Miracle of Tithing" by Millionaire and World Speaking pro Mark Victor Hansen.	Authorization Form (T1013) If you want professional help with CRA this form must be filled out.
Business Consent Form (RC59) Find out what items you will need.	Business Tax Data Entry For self-employed, partnerships and small unincorporated businesses.	Employment Tax Data Entry For the commission sales person or employee with employment expenses	Employment Expense & Commission Earnings Sample Worksheet For employees with out of pocket, on-the-job expenses, you will need these forms. Employment Expense (T2200) & GST Rebate (GST 370) signed by your employer to validate claims.	Mutual Funds-Stocks Tax Worksheet This worksheet will help taxpayers with investment income organize all necessary information for submission to PTC Canada for tax preparation.
Rental Tax Data Entry For landlords and those earning rental income.	Sample Balance Sheet These sample financial statements show what is required from corporporate clients to complete their annual return.	Sample Profit & Loss Statement This excel document will calculate your profit/loss, just replace sample amounts with your actual totals in the appropriate areas.	Service Agreement Standard Letter of Engagement and Client Release of Liability of PTC Canada.	T2 Corporation Clients Check List Find out what items you will need.
Tax Organization Check List Find out what items you will need.	Tax Summary work sheet Get a free expert opinion.	Meal and Lodging Expense Form (TL2) For employees in the transportation business.	Unincorporated Business Tax information & Sample Worksheet This worksheet will help taxpayers with business income organize all necessary information for submission to PTC Canada for tax preparation.	Unincorporated Rental Tax information & Sample Worksheet This worksheet will help taxpayers with business income organize all necessary information for submission to PTC Canada for tax preparation.
How to get started now The purpose of this form is to give PTC Canada an idea how we can best help you solve your tax situation, and to let you, the client, know what forms you may need to fill in so work may commence.	Disability Form (T2201) and the Disability Information Package If you qualify for the disability tax credit or need form T2201. Check out Alberta Income Support for the Severely Handicapped to apply for disability income support.	Employment Expense (T2200) & GST Rebate (GST 370) Forms must be signed by your employer to validate your claims. For employees in the transportation business.	International Forms (NR73) & (NR74) Also, get help with bulletin S5-F1-C1 in understanding the process. If you are leaving or arriving in Canada, for residency purposes, you will need one or both of these forms to send to the international tax office.	Moving Expense Form (T1M) For moves within Canada over 40 kms. for job, school or business.
Northern Allowance [T2222] If you live in a prescribed northern zone, you may qualify for the deduction.

Business

The booklets, forms, and worksheets in this section are for the small business owner. Whether you are self-employed, in a partnership or have a small unincorporated business we have the FREE tools to assist.

Small Business Tax For self-employed, partnerships and small unincorporated businesses. Also, get the CRA Small Business guide, and an Excel bookkeeping spreadsheet.	Tax Guide Learn valuable tax information and how to make the system work for you.	The Fine Art of Procrastination Did you know it's a skill?	"The Miracle of Tithing" "Donations" They're not only tax deductible but generate a good feeling for the taxpayer. Get our free book "The Miracle of Tithing" by Millionaire and World Speaking pro Mark Victor Hansen.	Authorization Form (T1013) If you want professional help with CRA this form must be filled out.
Business Consent Form (RC59) Find out what items you will need.	Business Tax Data Entry For self-employed, partnerships and small unincorporated businesses.	Sample Balance Sheet These sample financial statements show what is required from corporporate clients to complete their annual return.	Sample Profit & Loss Statement This excel document will calculate your profit/loss, just replace sample amounts with your actual totals in the appropriate areas.	Service Agreement Standard Letter of Engagement and Client Release of Liability of PTC Canada.
T2 Corporation Clients Check List Find out what items you will need.	Tax Organization Check List Find out what items you will need.	Tax Summary work sheet Get a free expert opinion.	Unincorporated Business Tax information & Sample Worksheet This worksheet will help taxpayers with business income organize all necessary information for submission to PTC Canada for tax preparation.	How to get started now The purpose of this form is to give PTC Canada an idea how we can best help you solve your tax situation, and to let you, the client, know what forms you may need to fill in so work may commence.
Disability Form (T2201) and the Disability Information Package If you qualify for the disability tax credit or need form T2201. Check out Alberta Income Support for the Severely Handicapped to apply for disability income support.	International Forms (NR73) & (NR74) Also, get help with bulletin S5-F1-C1 in understanding the process. If you are leaving or arriving in Canada, for residency purposes, you will need one or both of these forms to send to the international tax office.	Moving Expense Form (T1M) For moves within Canada over 40 kms. for job, school or business.	Northern Allowance [T2222] If you live in a prescribed northern zone, you may qualify for the deduction.

Employment

The booklets, forms, and worksheets in this section are for the commission sales person or employee with employment expenses.

Employment & Commission Expense Tax Booklet For the commission sales person or employee with employment expenses.	Tax Guide Learn valuable tax information and how to make the system work for you.	The Fine Art of Procrastination Did you know it's a skill?	"The Miracle of Tithing" "Donations" They're not only tax deductible but generate a good feeling for the taxpayer. Get our free book "The Miracle of Tithing" by Millionaire and World Speaking pro Mark Victor Hansen.	Authorization Form (T1013) If you want professional help with CRA this form must be filled out.
Employment Tax Data Entry For the commission sales person or employee with employment expenses	Employment Expense & Commission Earnings Sample Worksheet For employees with out of pocket, on-the-job expenses, you will need these forms. Employment Expense (T2200) & GST Rebate (GST 370) signed by your employer to validate claims.	Service Agreement Standard Letter of Engagement and Client Release of Liability of PTC Canada.	Tax Organization Check List Find out what items you will need.	Tax Summary work sheet Get a free expert opinion.
Meal and Lodging Expense Form (TL2) For employees in the transportation business.	How to get started now The purpose of this form is to give PTC Canada an idea how we can best help you solve your tax situation, and to let you, the client, know what forms you may need to fill in so work may commence.	Disability Form (T2201) and the Disability Information Package If you qualify for the disability tax credit or need form T2201. Check out Alberta Income Support for the Severely Handicapped to apply for disability income support.	Employment Expense (T2200) & GST Rebate (GST 370) Forms must be signed by your employer to validate your claims. For employees in the transportation business.	International Forms (NR73) & (NR74) Also, get help with bulletin S5-F1-C1 in understanding the process. If you are leaving or arriving in Canada, for residency purposes, you will need one or both of these forms to send to the international tax office.
Moving Expense Form (T1M) For moves within Canada over 40 kms. for job, school or business.	Northern Allowance [T2222] If you live in a prescribed northern zone, you may qualify for the deduction.

Investment

The booklets, forms, and worksheets in this section are for the investor who made capital gains or losses from investments or earned money from interest, dividends, stocks, bonds, mutual funds or other investment vehicles where some risk was involved.

Investment Tax Booklet For those who have any type of investments including a bank account. Also, get the CRA Capital Gains guide here.	Tax Guide Learn valuable tax information and how to make the system work for you.	The Fine Art of Procrastination Did you know it's a skill?	"The Miracle of Tithing" "Donations" They're not only tax deductible but generate a good feeling for the taxpayer. Get our free book "The Miracle of Tithing" by Millionaire and World Speaking pro Mark Victor Hansen.	Authorization Form (T1013) If you want professional help with CRA this form must be filled out.
Mutual Funds-Stocks Tax Worksheet This worksheet will help taxpayers with investment income organize all necessary information for submission to PTC Canada for tax preparation.	Service Agreement Standard Letter of Engagement and Client Release of Liability of PTC Canada.	Tax Organization Check List Find out what items you will need.	Tax Summary work sheet Get a free expert opinion.	How to get started now The purpose of this form is to give PTC Canada an idea how we can best help you solve your tax situation, and to let you, the client, know what forms you may need to fill in so work may commence.
Disability Form (T2201) and the Disability Information Package If you qualify for the disability tax credit or need form T2201. Check out Alberta Income Support for the Severely Handicapped to apply for disability income support.	International Forms (NR73) & (NR74) Also, get help with bulletin S5-F1-C1 in understanding the process. If you are leaving or arriving in Canada, for residency purposes, you will need one or both of these forms to send to the international tax office.	Moving Expense Form (T1M) For moves within Canada over 40 kms. for job, school or business.	Northern Allowance [T2222] If you live in a prescribed northern zone, you may qualify for the deduction.

Rental

The booklets, forms, and worksheets in this section are for the unincorporated landlord who owns property which generates rental income for the purpose of making a profit and the entity is not limited.

Rental Property Tax Booklet For landlords and those earning rental income. Also, get the CRA Rental guide, and the Excel book keeping spreadsheet.	Tax Guide Learn valuable tax information and how to make the system work for you.	The Fine Art of Procrastination Did you know it's a skill?	"The Miracle of Tithing" "Donations" They're not only tax deductible but generate a good feeling for the taxpayer. Get our free book "The Miracle of Tithing" by Millionaire and World Speaking pro Mark Victor Hansen.	Authorization Form (T1013) If you want professional help with CRA this form must be filled out.
Rental Tax Data Entry For landlords and those earning rental income.	Service Agreement Standard Letter of Engagement and Client Release of Liability of PTC Canada.	Tax Organization Check List Find out what items you will need.	Tax Summary work sheet Get a free expert opinion.	Unincorporated Rental Tax information & Sample Worksheet This worksheet will help taxpayers with business income organize all necessary information for submission to PTC Canada for tax preparation.
How to get started now The purpose of this form is to give PTC Canada an idea how we can best help you solve your tax situation, and to let you, the client, know what forms you may need to fill in so work may commence.	Disability Form (T2201) and the Disability Information Package If you qualify for the disability tax credit or need form T2201. Check out Alberta Income Support for the Severely Handicapped to apply for disability income support.	International Forms (NR73) & (NR74) Also, get help with bulletin S5-F1-C1 in understanding the process. If you are leaving or arriving in Canada, for residency purposes, you will need one or both of these forms to send to the international tax office.	Moving Expense Form (T1M) For moves within Canada over 40 kms. for job, school or business.	Northern Allowance [T2222] If you live in a prescribed northern zone, you may qualify for the deduction.

Farm

The booklets, forms, and worksheets in this section are for the Farm Business owner.

Tax Guide Learn valuable tax information and how to make the system work for you.	The Fine Art of Procrastination Did you know it's a skill?	"The Miracle of Tithing" "Donations" They're not only tax deductible but generate a good feeling for the taxpayer. Get our free book "The Miracle of Tithing" by Millionaire and World Speaking pro Mark Victor Hansen.	Authorization Form (T1013) If you want professional help with CRA this form must be filled out.	Service Agreement Standard Letter of Engagement and Client Release of Liability of PTC Canada.
Tax Organization Check List Find out what items you will need.	Tax Summary work sheet Get a free expert opinion.	How to get started now The purpose of this form is to give PTC Canada an idea how we can best help you solve your tax situation, and to let you, the client, know what forms you may need to fill in so work may commence.	Disability Form (T2201) and the Disability Information Package If you qualify for the disability tax credit or need form T2201. Check out Alberta Income Support for the Severely Handicapped to apply for disability income support.	International Forms (NR73) & (NR74) Also, get help with bulletin S5-F1-C1 in understanding the process. If you are leaving or arriving in Canada, for residency purposes, you will need one or both of these forms to send to the international tax office.
Moving Expense Form (T1M) For moves within Canada over 40 kms. for job, school or business.	Northern Allowance [T2222] If you live in a prescribed northern zone, you may qualify for the deduction.

Free Booklets

All of our free booklets are here.

Employment & Commission Expense Tax Booklet For the commission sales person or employee with employment expenses.	Investment Tax Booklet For those who have any type of investments including a bank account. Also, get the CRA Capital Gains guide here.	Rental Property Tax Booklet For landlords and those earning rental income. Also, get the CRA Rental guide, and the Excel book keeping spreadsheet.	Small Business Tax For self-employed, partnerships and small unincorporated businesses. Also, get the CRA Small Business guide, and an Excel bookkeeping spreadsheet.	Tax Guide Learn valuable tax information and how to make the system work for you.
10 Ways to cut your Tax Bill Check out this free handout which can save you thousands of $$$	10 Reasons Taxpayers Hire a Professional Why do the majority of Canadians use a professional? Even more amazing, why is this number growing by ten's of thousands each year? Don't get left in the dark and forsake your money to the taxman.	10 Ways to find a Tax Windfall If you've overpaid taxes or owe back taxes, this will help you spot any surprise tax breaks.	10 Ways to See if you paid your fair share of Taxes Do you know what your fair share of taxes really is? Many don't, but you can now.	10 Ways to to Find Money from Un filed Taxes If you haven't filed your taxes for years, you may be sitting on some cash. See if you can file them professionally with no money.
10 Ways to Avoid a Tax Trap Do you have unexpected taxes owing? How to stay away from a surprise tax liability.	10 Myths and Facts about the Tax Industry Learn how the industry really works, how you fit in and what to do to make it work for you.	10 Ways to Assess a Tax Consultants Fees How do you know what to pay? Do you have the right person working for you? Find out now.	10 Ways to Get Free Help at Tax Time There's lot's of free help available including getting your taxes done for free. Let us show you how.	10 Ways to Handle a Tax Taboo Do you owe taxes by accident or not? How do you even bring the subject up? Get rarely printed advice on this here.
10 Ways to spot Tax Fraud Are you wondering if you've seen a tax scam? Even worse, have you become a victim? Find out how to spot it and take action.	10 Reasons People Don't File a Tax Return Find out why 1,000,000 late returns are filed in Canada each year.