Financial Tools
Tax Form Library
Please feel free to download these forms for your own personal use:
Personal Tax Preparation Interviews
- 2023 Personal Tax Letter and Checklist
- Business (Sole Proprietor or Partnerships), Professional Income or Commission Income
- Rental Properties, Including rental of a portion of your home (i.e., rooms)
Personal Income Tax Forms
- Federal Personal Tax Credit Return: TD1 Federal
- Ontario Personal Tax Credit Return: TD1ON Ontario
- Moving Expenses Form: T1-M
- Declaration of Conditions of Employment: T2200
- Disability Tax Credit Certificate (T2201)
- Eligible Medical Expenses
- Canada Direct Deposit Enrollment for Individuals
- Marital Status Change- RC 65
- Address Change Request - Individual -RC 325
- Family Support Payment - T1158
- Individual Name Change - Letter Template
Tax Planning
- Revenue and Expense Worksheet
- Loan Calculator
- Business Trip Budget
- Business Expense Budget
- Mileage Log
- Buy vs. Lease Car Calculator