Location Canada

Our Tax Services

Our Tax Services

Our Tax Services

As tax preparation specialists we are able to provide services for all types of businesses as well as for your personal taxes. Please select one of our Tax Services from the list below to access booklets, forms, links, and articles that are relevant for your particular tax situation. Or feel free to contact us to discuss your tax issues; we are always pleased to help.

Phone: 1-866-485-2683 Email: taxes@ptccanada.com

Please note that many of the same FREE booklets and forms are included in more than one categories. This is because our clients often fall into multiple or all of the tax categories. They may own a small business, have a need to do their personal taxes, own investments or rental properties or both. Our goal at PTC is to provide this information to inform and to make the tax experience as easy as possible.

Please select the type of tax info you are looking for from the selections below.

Tax information

Everything

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

40 items
Booklet

Employment & Commission Expense Tax Booklet

For the commission sales person or employee with employment expenses.

Booklet

Investment Tax Booklet

For those who have any type of investments including a bank account. Also, get the CRA Capital Gains guide here.

Booklet

Rental Property Tax Booklet

For landlords and those earning rental income. Also, get the CRA Rental guide, and the Excel book keeping spreadsheet.

Article

Small Business Tax

For self-employed, partnerships and small unincorporated businesses. Also, get the CRA Small Business guide, and an Excel bookkeeping spreadsheet.

Guide

Tax Guide

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

Article

10 Ways to cut your Tax Bill

Check out this free handout which can save you thousands of $$$

Article

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.

Article

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.

Article

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.

Article

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.

Article

10 Ways to Avoid a Tax Trap

Do you have unexpected taxes owing? How to stay away from a surprise tax liability.

Article

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.

Article

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.

Article

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.

Article

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.

Article

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.

Article

10 Reasons People Don't File a Tax Return

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

Article

The Fine Art of Procrastination

Did you know it's a skill?

Article

“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.

Form

Authorization Form (T1013)

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

Form

Business Consent Form (RC59)

Find out what items you will need.

Worksheet

Business Tax Data Entry

For self-employed, partnerships and small unincorporated businesses.

Worksheet

Employment Tax Data Entry

For the commission sales person or employee with employment expenses

Worksheet

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.

Worksheet

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.

Worksheet

Rental Tax Data Entry

For landlords and those earning rental income.

Worksheet

Sample Balance Sheet

These sample financial statements show what is required from corporporate clients to complete their annual return.

Worksheet

Sample Profit & Loss Statement

This excel document will calculate your profit/loss, just replace sample amounts with your actual totals in the appropriate areas.

Agreement

Service Agreement

Standard Letter of Engagement and Client Release of Liability of PTC Canada.

Checklist

T2 Corporation Clients Check List

Find out what items you will need.

Checklist

Tax Organization Check List

Find out what items you will need.

Worksheet

Tax Summary work sheet

Get a free expert opinion.

Form

Meal and Lodging Expense Form (TL2)

For employees in the transportation business.

Worksheet

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.

Worksheet

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.

Article

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.

Form

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.

Form

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.

Form

Moving Expense Form (T1M)

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

Form

Northern Allowance [T2222]

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

Need help choosing the right tax information?