FORMS AND ORGANIZERS

We prepare annual questionnaires to help guide you through the process of providing us with enough information to get your returns started.  Check below for the questionnaire you need.

2020 CCH Personal Tax Organizer

2020 ADAMS Personal Client T1 Organizer

2020 Corporate and Business Client Organizer

New Client Information

Authorizing or Cancelling a Representative

T776 Rental Schedule

T2125 Business Income and Expenses

Motor Vehicle Expense Schedule

Office in home calculator

Payroll Topics:

Authorizing or Cancelling a Representative

T776 Rental Schedule

T2125 Business Income and Expenses

Motor Vehicle Expense Schedule

Office in home calculator

Calendars and Forms:

Events Calendar

The interactive calendar highlights federal and province tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office.

Quick Reference Charts

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Quick Reference Charts: Business

Below is a list of online brochures you may view, print, or save to your hard drive.

  • Federal Corporate Tax Rates – 2011-2017
  • Other Federal Corporate Tax Rates for 2017
  • Canadian-Controlled Private Corporation (“CCPC”) Income Tax Rates – 2017
  • Corporate Income Tax Rates by Province/Territory – 2017
  • Federal Corporate Tax Rates – 2012-2018
  • Other Federal Corporate Tax Rates for 2018
  • Corporate Income Tax Rates by Province/Territory – 2018
  • Canadian-Controlled Private Corporation (“CCPC”) Income Tax Rates – 2018
  • Federal Corporate Tax Rates – 2013-2019
  • Other Federal Corporate Tax Rates for 2019
  • Corporate Income Tax Rates by Province/Territory – 2019
  • Canadian-Controlled Private Corporation (“CCPC”) Income Tax Rates – 2019
  • Federal Corporate Tax Rates 2014 – 2020
  • Other Federal Corporate Tax Rates for 2020
  • Corporate Income Tax Rates by Province – 2020
  • Canadian-Controlled Private Corporation (“CCPC”) Income Tax Rates – 2020
  • Federal Corporate Tax Rates—2015–2021
  • Other Federal Corporate Tax Rates for 2021
  • Corporate Income Tax Rates by Province/Territory – 2021
  • Canadian-Controlled Private Corporation (“CCPC”) Income Tax Rates – 2021