Links & Resources

Curated Links

Tax resources organized by category.

Forms, booklets, CRA tools, and professional resources — everything in one place.

Forms & Worksheets

Authorization Form (T1013)

If you want professional help with CRA, this form must be filled out.

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Business Consent Form (RC59)

Business authorization for CRA representation.

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Business Tax Data Entry (Excel)

For self-employed, partnerships, and small unincorporated businesses.

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Employment Tax Data Entry (Excel)

For the commission sales person or employee with employment expenses.

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Employment Expense & Commission Worksheet

For employees with out-of-pocket job expenses. Requires T2200 and GST 370 forms signed by your employer.

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Mutual Funds & Stocks Tax Worksheet

Organize investment income information for tax preparation.

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Rental Tax Data Entry (Excel)

For landlords and those earning rental income.

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Sample Balance Sheet (Excel)

Sample financial statements for corporate clients.

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Sample Profit & Loss Statement (Excel)

Calculate your profit/loss — replace sample amounts with your actual totals.

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Service Agreement

Standard Letter of Engagement and Client Release of Liability.

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T2 Corporation Client Checklist

Find out what items you will need for corporate filing.

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Tax Organization Checklist

Find out what documents and items you will need.

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Tax Summary Worksheet

Get a free expert opinion on your tax situation.

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Meal and Lodging Expense Form (TL2)

For employees in the transportation business.

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Unincorporated Business Tax Worksheet

Organize business income information for tax preparation.

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Unincorporated Rental Tax Worksheet

Organize rental income information for tax preparation.

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How to Get Started Now

Tell PTC Canada how we can best help solve your tax situation.

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Free Booklets

Employment & Commission Expense Tax Booklet

For the commission sales person or employee with employment expenses.

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Investment Tax Booklet

For those who have any type of investments including a bank account.

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Rental Property Tax Booklet

For landlords and those earning rental income.

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Small Business Tax Booklet

For self-employed, partnerships, and small unincorporated businesses.

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Tax Guide

Learn valuable tax information and how to make the system work for you.

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10 Ways to Cut Your Tax Bill

Free handout which can save you thousands.

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10 Reasons Taxpayers Hire a Professional

Why the majority of Canadians use a tax professional.

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10 Ways to Find a Tax Windfall

Spot surprise tax breaks and overpaid taxes.

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10 Ways to Find Money From Unfiled Taxes

See if you can file professionally with no money down.

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10 Ways to Avoid a Tax Trap

Stay away from a surprise tax liability.

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10 Myths and Facts About the Tax Industry

Learn how the industry works and how to make it work for you.

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10 Ways to Assess a Tax Consultant's Fees

How do you know what to pay? Find out now.

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10 Ways to Get Free Help at Tax Time

There's lots of free help available. Let us show you how.

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10 Ways to Handle a Tax Taboo

Get rarely printed advice on handling underpaid taxes.

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10 Ways to Spot Tax Fraud

Find out how to spot tax scams and take action.

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10 Reasons People Don't File a Tax Return

Find out why 1,000,000 late returns are filed in Canada each year.

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The Fine Art of Procrastination

Did you know it's a skill?

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The Miracle of Tithing

Free book by millionaire and world speaking pro Mark Victor Hansen.

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CRA Links

CRA Main Menu

Look here for information on personal and business taxes.

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E-Pass / My Account

Get your personal access code to manage your tax account and authorize a professional.

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CRA Electronic Services

More electronic services are being added daily for businesses and individuals.

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CRA Contact Numbers

A list of most requested phone numbers, toll-free and local.

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Past Year Tax Forms

Includes the guide, the return, and related forms and schedules for past years.

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All CRA Forms, Guides and Publications

Practically any information CRA has available can be downloaded from here.

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CRA Mailing Lists

Want to stay up to date? Get on CRA's mailing list for free.

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Your Rights When Dealing with CRA

When dealing with CRA, you do have rights — see what they are.

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Resolving Disputes with CRA

Some disagreements are caused by a lack of information or by simple miscommunication.

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Tax Audits — How They Work

How do you get selected? Are there different types? Official CRA publication.

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How to Report Tax Fraud

Find out how you can do something about tax evasion now.

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Payroll Help and Info

Get help on deductions and general payroll information.

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Employment Expense (T2200) & GST Rebate (GST 370)

Forms must be signed by your employer to validate your claims.

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International Forms (NR73) & (NR74)

For residency determination when arriving in or leaving Canada.

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Moving Expense Form (T1M)

For moves within Canada over 40 km for job, school, or business.

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Northern Allowance (T2222)

If you live in a prescribed northern zone, you may qualify for this deduction.

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Overseas Employment Tax Credit

If you are working outside of Canada, see if you qualify for a tax credit.

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GST Credit Information

Get detailed information on your GST credit.

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Child Tax Benefit Information

Get detailed information on the Canada Child Benefit.

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Disability Form (T2201)

If you qualify for the disability tax credit.

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Telereply and Electronic Services

Secure electronic services including encryption and firewall protection.

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Farming Guide (T4003)

CRA guide for those involved in farming.

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Tax Refunds for Visitors to Canada

Tax refunds for visitors, business travel, and non-residents.

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Government Sites

The Latest Federal Budget

The Government's major document setting out where and how it plans to collect and invest taxpayer money.

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Alberta Family Employment Tax Credits

Get detailed information on Alberta family and child benefits.

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Alberta Health

Alberta Health provides health care benefits in addition to those required by the Canada Health Act.

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Alberta Blue Cross Benefits

Extra benefit coverage — Non-Group Coverage information.

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Contact Your MP

Have a problem with the current tax system? Contact your MP — that's what they're there for.

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Professional Resources

Want to Learn How to Prepare Basic Taxes?

Take this free course sponsored by CRA. Highly recommended!

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Knowledge Bureau

Evelyn Jacks, Canada's Tax Master, and her tax resource enterprise.

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Tim Cestnick

Canada's favorite tax advisor with a unique chat forum for Canadian tax issues.

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Canadian Taxpayers' Federation

Canada's leading taxpayer advocacy organization — working to lower taxes and eliminate government waste.

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KPMG Tax Page

Canadian member firm of KPMG International — Audit, Tax, and Advisory services.

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Canadian Tax Foundation

Independent tax research organization providing expert impartial tax research.

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Legal Advice & Taxes (TaxPage.com)

A wealth of legal advice articles related to business and personal taxes, incorporation, and more.

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Canadian Business Service Centre

Government of Canada gateway to business information — starting, financing, taxes, importing, and regulations.

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Canada Post

PTC Canada only accepts deliveries from Canada Post, not private couriers.

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Doug MacLeod's The Journey to Incorporation

Excellent article by Doug McLeod, CA of KPMG in Lethbridge.

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Miller Bookkeeping

Bookkeeping service in Calgary and surrounding areas.

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Of Interest

How to Make an Actually Effective To-Do List If You're a Procrastinator

You can actually use your procrastination tendencies to create a manageable list. (Fast Company)

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Procrastination: Later Is Not Always Better

CBC.ca article on tax procrastination.

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Do You Want to Stop Procrastinating?

Psychological self-help — learn how others beat procrastination. (mentalhelp.net)

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