Document Library
T3010 Filing Prep Checklist (Registered Charities)
A step‑by‑step pack to assemble everything needed for a clean, on‑time T3010—directors, programs, financials, grants, receipting and disbursement‑quota basics—so you avoid omissions, rework, and late‑filing risk. Use it to streamline six‑month‑post‑year‑end compliance and keep your audit file tight.
Year End Tax Checklist (Owner Managed Corporations)
All the documents and reconciliations your T2 year‑end needs—bank and credit‑card recs, A/R & A/P Aging, fixed assets, shareholder/dividend items, GST/HST, payroll and minute‑book updates—so your return is accurate, efficient, and ready for review. Includes key filing/payment timelines and record‑keeping reminders.
Payroll Year End: T4/T4A Checklist & Calendar
A practical run‑book to reconcile CPP/EI/tax, capture taxable benefits, choose the right slip (T4 vs T4A), and meet the last‑day‑of‑February deadline with fewer amendments. Includes a December→February calendar and common error checks to reduce corrections.
PSB Rebate (GST66) — Quick Guide & Worksheet
Fast guidance to confirm eligibility (charities, QNPOs, municipalities, universities, colleges, schools, hospital authorities), file the GST66 / RC7066‑SCH, and calculate your rebate with done‑for‑you tables and a fill‑in worksheet. Helps you separate non‑creditable tax, apply the right factors, and document support.
T5018 Contract Payments Checklist (Construction)
Everything you need to comply with the Contract Payment Reporting System: who must file, the >$500 threshold, what goes in Box 22/24, and how to e‑file slips + summary. Includes a subcontractor worksheet and a quick decision flow to eliminate guesswork.
Donation Receipting: Do’s, Don’ts & Sample (Canada)
A crisp receipting guide for charities: who can receipt, mandatory receipt fields, split‑receipting rules, and a ready‑to‑use sample receipt. Use the do’s/don’ts and “3 quick checks” to lower audit risk and standardize evidence across your team.
CRA Compliant Mileage Log
A clean, printable logbook to capture date, destination, purpose, odometer readings, and business kilometres—vehicle by vehicle—for airtight motor‑vehicle claims. Includes notes on full‑year base log and 3‑month sample usage plus retention reminders.