Templates

 

For your convenience, we have downloadable. PDF summary sheets and excel working papers to assist in data entry.

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• Business and Professional Activities Summary

  • Useful for summarizing business data that you have already tabulated

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• Synoptic for Sole-Proprietorships (Self-Employment) (T2125)

  • Sample excel bookkeeping template for small businesses

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• Mileage Log Sample Template

  • Sample vehicle expense and mileage log

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• Rental Summary

  • Useful for summarizing rental data that you have already tabulated

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• Synoptic for Rental Properties (T776)

  • Sample excel bookkeeping template for rental properties

Checklists

 

The following downloadable .PDF files provide checklists of documents and information required for your tax return preparation.

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• Corporate Tax Checklist

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• Personal Tax Checklist

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• Detailed Personal Tax Checklist