Forms

  Name Description
Filetype Icon Tax & Retirement Planning Guide A great summary of Federal and Provincial tax rates, Important Dates, Tax and Retirement Planning.
 
Filetype Icon Direct Deposit Complete this form to enroll for Direct Deposit. This form can be used for Income Tax, GST/HST credit, Canada Child Tax Credit, Universal Child Care Benefit, Canada Pension Plan and Old Age Security Benefits.
 
Filetype Icon 776 - Rental Template A simple template to track rental income and expenses for up to four rental properties.
 
Filetype Icon ClientID General information for NEW personal tax clients.
 
Filetype Icon LoanAmortization Use this spreadsheet to calculate and compare loan payment and principal and interest schedules with loan terms you select.
 
Filetype Icon TaxChecklist A basic comprehensive checklist of income and expenses with supporting documentation required when preparing your personal tax documentation.
 
Filetype Icon 2015 Budget The attached document is a summary of the most relevant budget proposals.
 
Filetype Icon 2016 Ontario Budget Highlights of the 2016 Ontario Budget announced on February 25, 2016.