Tax Links & Resources – PTC Canada | Forms, Booklets, CRA Links

Forms & Worksheets

Authorization Form (T1013)

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

Visit Site

Business Consent Form (RC59)

Business authorization for CRA representation.

Visit Site

Business Tax Data Entry (Excel)

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

Download

Employment Tax Data Entry (Excel)

For the commission sales person or employee with employment expenses.

Download

Rental Tax Data Entry (Excel)

For landlords and those earning rental income.

Download

Sample Balance Sheet (Excel)

Sample financial statements for corporate clients.

Download

Sample Profit & Loss Statement (Excel)

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

Download

Service Agreement

Standard Letter of Engagement and Client Release of Liability.

Download

T2 Corporation Client Checklist

Find out what items you will need for corporate filing.

Download

Tax Organization Checklist

Find out what documents and items you will need.

Download

Tax Summary Worksheet

Get a free expert opinion on your tax situation.

Download

Meal and Lodging Expense Form (TL2)

For employees in the transportation business.

Download

How to Get Started Now

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

Download

Free Booklets

Employment & Commission Expense Tax Booklet

For the commission sales person or employee with employment expenses.

Download

Investment Tax Booklet

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

Download

Rental Property Tax Booklet

For landlords and those earning rental income.

Download

Small Business Tax Booklet

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

Download

Tax Guide

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

Download

10 Ways to Cut Your Tax Bill

Free handout which can save you thousands.

Download

10 Reasons Taxpayers Hire a Professional

Why the majority of Canadians use a tax professional.

Download

10 Ways to Find a Tax Windfall

Spot surprise tax breaks and overpaid taxes.

Download

10 Ways to Find Money From Unfiled Taxes

See if you can file professionally with no money down.

Download

10 Ways to Avoid a Tax Trap

Stay away from a surprise tax liability.

Download

10 Myths and Facts About the Tax Industry

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

Download

10 Ways to Assess a Tax Consultant's Fees

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

Download

10 Ways to Get Free Help at Tax Time

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

Download

10 Ways to Handle a Tax Taboo

Get rarely printed advice on handling underpaid taxes.

Download

10 Ways to Spot Tax Fraud

Find out how to spot tax scams and take action.

Download

10 Reasons People Don't File a Tax Return

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

Download

The Fine Art of Procrastination

Did you know it's a skill?

Download

The Miracle of Tithing

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

Download

CRA Links

CRA Main Menu

Look here for information on personal and business taxes.

Visit Site

E-Pass / My Account

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

Visit Site

CRA Electronic Services

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

Visit Site

CRA Contact Numbers

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

Visit Site

Past Year Tax Forms

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

Visit Site

All CRA Forms, Guides and Publications

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

Visit Site

CRA Mailing Lists

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

Visit Site

Your Rights When Dealing with CRA

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

Visit Site

Resolving Disputes with CRA

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

Visit Site

Tax Audits — How They Work

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

Visit Site

How to Report Tax Fraud

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

Visit Site

Payroll Help and Info

Get help on deductions and general payroll information.

Visit Site

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

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

Visit Site

International Forms (NR73) & (NR74)

For residency determination when arriving in or leaving Canada.

Visit Site

Moving Expense Form (T1M)

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

Visit Site

Northern Allowance (T2222)

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

Visit Site

Overseas Employment Tax Credit

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

Visit Site

GST Credit Information

Get detailed information on your GST credit.

Visit Site

Child Tax Benefit Information

Get detailed information on the Canada Child Benefit.

Visit Site

Disability Form (T2201)

If you qualify for the disability tax credit.

Visit Site

Telereply and Electronic Services

Secure electronic services including encryption and firewall protection.

Visit Site

Farming Guide (T4003)

CRA guide for those involved in farming.

Visit Site

Tax Refunds for Visitors to Canada

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

Visit Site

Government Sites

The Latest Federal Budget

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

Visit Site

Alberta Family Employment Tax Credits

Get detailed information on Alberta family and child benefits.

Visit Site

Alberta Health

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

Visit Site

Alberta Blue Cross Benefits

Extra benefit coverage — Non-Group Coverage information.

Visit Site

Contact Your MP

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

Visit Site

Professional Resources

Want to Learn How to Prepare Basic Taxes?

Take this free course sponsored by CRA. Highly recommended!

Visit Site

Knowledge Bureau

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

Visit Site

Tim Cestnick

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

Visit Site

Canadian Taxpayers' Federation

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

Visit Site

Canadian Tax Foundation

Independent tax research organization providing expert impartial tax research.

Visit Site

Legal Advice & Taxes (TaxPage.com)

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

Visit Site

Canadian Business Service Centre

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

Visit Site

Canada Post

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

Visit Site

Doug MacLeod's The Journey to Incorporation

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

Download

Miller Bookkeeping

Bookkeeping service in Calgary and surrounding areas.

Visit Site

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)

Visit Site

Procrastination: Later Is Not Always Better

CBC.ca article on tax procrastination.

Visit Site

Do You Want to Stop Procrastinating?

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

Visit Site

Links & Resources

Tax resources organized by category.

Forms & Worksheets

Authorization Form (T1013)

Business Consent Form (RC59)

Business Tax Data Entry (Excel)

Employment Tax Data Entry (Excel)

Rental Tax Data Entry (Excel)

Sample Balance Sheet (Excel)

Sample Profit & Loss Statement (Excel)

Service Agreement

T2 Corporation Client Checklist

Tax Organization Checklist

Tax Summary Worksheet

Meal and Lodging Expense Form (TL2)

How to Get Started Now

Free Booklets

Employment & Commission Expense Tax Booklet

Investment Tax Booklet

Rental Property Tax Booklet

Small Business Tax Booklet

Tax Guide

10 Ways to Cut Your Tax Bill

10 Reasons Taxpayers Hire a Professional

10 Ways to Find a Tax Windfall

10 Ways to Find Money From Unfiled Taxes

10 Ways to Avoid a Tax Trap

10 Myths and Facts About the Tax Industry

10 Ways to Assess a Tax Consultant's Fees

10 Ways to Get Free Help at Tax Time

10 Ways to Handle a Tax Taboo

10 Ways to Spot Tax Fraud

10 Reasons People Don't File a Tax Return

The Fine Art of Procrastination

The Miracle of Tithing

CRA Links

CRA Main Menu

E-Pass / My Account

CRA Electronic Services

CRA Contact Numbers

Past Year Tax Forms

All CRA Forms, Guides and Publications

CRA Mailing Lists

Your Rights When Dealing with CRA

Resolving Disputes with CRA

Tax Audits — How They Work

How to Report Tax Fraud

Payroll Help and Info

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

International Forms (NR73) & (NR74)

Moving Expense Form (T1M)

Northern Allowance (T2222)

Overseas Employment Tax Credit

GST Credit Information

Child Tax Benefit Information

Disability Form (T2201)

Telereply and Electronic Services

Farming Guide (T4003)

Tax Refunds for Visitors to Canada

Government Sites

The Latest Federal Budget

Alberta Family Employment Tax Credits

Alberta Health

Alberta Blue Cross Benefits

Contact Your MP

Professional Resources

Want to Learn How to Prepare Basic Taxes?

Knowledge Bureau

Tim Cestnick

Canadian Taxpayers' Federation

Canadian Tax Foundation

Legal Advice & Taxes (TaxPage.com)

Canadian Business Service Centre

Canada Post

Doug MacLeod's The Journey to Incorporation

Miller Bookkeeping

Of Interest

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

Procrastination: Later Is Not Always Better

Do You Want to Stop Procrastinating?