Personal tax checklist
An introductory list of prior-year records, income slips and receipts to gather before your appointment.
View preparation checklist →Tax preparation checklists and official tools for payroll, sales tax, foreign exchange and retirement planning.
Checklists can be viewed and printed here. Official tools open on the provider’s website in a new tab.An introductory list of prior-year records, income slips and receipts to gather before your appointment.
View preparation checklist →An introductory list of company records, year-end accounts and tax documents to prepare.
View preparation checklist →Calculate CPP, EI, income tax deductions and take-home pay with CRA’s PDOC.
Have your pay date, province of employment, TD1 amounts and year-to-date totals ready.Open official tool ↗Quebec payroll resources ↗Calculate sales tax for Canadian transactions and check GST/HST rates.
Open official tool ↗Convert currencies using Bank of Canada reference exchange rates. Actual transaction rates may differ.
Open official tool ↗Estimate taxable benefits for employees who use an employer-provided automobile.
Open official tool ↗Estimate retirement income from CPP, OAS, employer pensions and personal savings.
Open official tool ↗External tools are independently operated and provided for reference only. Their use does not constitute professional advice or establish a client relationship with CAN Partners LLP.