Resources

Section 1: Income Tax forms & Checklists

• Questionnaire – Use this questionnaire to help you gather up necessary documents and minimize your tax burden.
• Rental Information Sheet – Use this tool to list out and organize your rental income and expenses.
• Self-Employment Checklist – Use this tool along with our Small Business Template.
• Small Business Template – This tool will help you identify business expense categories which will reduce your taxable income
• Application for a Canadian Individual Tax Number - For non-residents, follow this link for the application.  If you do not have a social insurance number, we require this completed application along with one copy of a supporting document.

Section 2: Links

• CRA My Account - Communicate efficiently with Revenue Canada.  Track your refund, check your benefit payments and your RRSP limit and more.  Sign up now!
• Clic Revenu - Communicate efficiently with Revenu Quebec.  For Quebec residents, this service provides similar benefits to CRA’s My Account.