Get organized. Track your income & expenses. Relax by year-end.
Here are a few helpful downloadable PDF check lists to help take control of personal and business finances.
Disclaimer: All files are considered educational in nature and not tax or business advice.
Taxes (Canada)
Individual Tax
Checklist
Looking for a Tax Document Check List?
Everything you need to help get your taxes done!
Employment Related Expenses Tax Form
If you have expenses related to employment.
For Sales and other commissioned based employees.
Self-Employment Income & Expenses Tax Form
Are you self-employed and organized?
This will make tax filing a whole lot easier!
Rental Property Income & Expenses Tax Form
Use this form to track your rental property information, income and expenses.
Keep you organized!
Personal Finance
Debt Payment Calculator
Use this template to track your debts, see interest, and plan your repayment.
Monthly Budget
If you’re looking for a free Excel budget template, then this tool is for you. Start planning now.
Business
Incorporation Info Package
Need help getting incorporated?
This form is all you need!
Tax Tips for Businesses
Everything you need to know about Canadian Business Taxes.
Be ready, save money!
Budget
Your business budget made easy.
Plan for success with this excel based beginner budgeting tool.
KPI Dashboard
Not ready for a business system? Use this excel based KPI dashboard for tracking.
Career & Leadership - More to come
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