Clarity That Moves You Forward

Clear, practical insights, from tax updates to business strategy, to help you stay informed and make confident decisions.

Resources

Forms

Personal Income Tax Return Checklist

Download our T1 checklist to organize slips, deductions, and credits before filing your personal return.

Grant your advisor permission to discuss and access your CRA account information offline.

Authorize a Representative for Offline Access (AUT-01)

Apply for a CRA business number and open program accounts (GST/HST, payroll, corporate income tax).

Request for a Business Number (RC1)

Declaration of Conditions of Employment (T2200)

Employer declaration required when employees claim eligible employment expenses.

Disability Tax Credit Certificate (T2201)

Apply for the Disability Tax Credit to reduce income tax for individuals with impairments.

Claim eligible moving costs when relocating for work or post-secondary studies.

Moving Expenses Deduction (T1-M)

Report specified foreign property costing more than a total of $100,000 CAD.

Foreign Income Verification Statement (T1135)

Statement of Business or Professional Activities (T2125)

Report self-employment income and expenses for unincorporated businesses.

Useful Links

CRA Services & Tools

CRA My Account (Individuals)

Secure portal for personal tax information, benefits, notices, and account balances.

Manage corporate tax, GST/HST, payroll, and other business program accounts online.

CRA My Business Account

Business Resources:

Underused Housing Tax

Overview of UHT rules, exemptions, and filing obligations for affected owners.

Keeping Records

Record-keeping requirements and retention periods for businesses and individuals.

Tax Rates & Information:

Prescribed Interest Rates

GST/HST Rates

Current CRA prescribed interest rates for taxable benefits and loans.

Federal and provincial sales tax rates by jurisdiction.

GST/HST NETFILE

File your GST/HST returns electronically with the CRA.

GST/HST Quick Method

Overview of the Quick Method—eligibility, calculations, and examples.

Government & Provincial:

Canada Revenue Agency

Main CRA portal with links to forms, guides, and online services.

Provincial government programs, services, and contacts for B.C. residents and businesses.

Government of British Columbia

Budget, tax policy, and provincial financial information from the Ministry of Finance.

B.C. Ministry of Finance

B.C. Provincial Sales Tax (PST)

Registration, rates, exemptions, and filing details for PST in British Columbia.

Professional Organizations:

Chartered Professional Accountants of B.C.

Provincial body for CPAs in B.C.—news, standards, and member resources.

National CPA organization—guidance, handbooks, and professional updates.

Chartered Professional Accountants Canada

Information on the CPA PEP pathway, prerequisites, and modules.

CPA Professional Education Program

Financial & Exchange Rates:

Bank of Canada

Monetary policy, key interest rate announcements, research, and data.

Daily and historical exchange rates and currency converters.

Bank of Canada Exchange Rates