Checklists

Feel free to download the following checklists to help you catalog your personal and/or business expenses. Bring your checklists to us and we’ll help you prepare your year-end reports.

• Corporate Year-End Checklist
• Personal Year-End Checklist
• Personal Business Income and Expenses Checklist
• Payroll Rates

Tax Tables

The following list contains links to tax information and rates which can help you prepare your personal and/or business income tax.

• Tax Tables
• Multi-Year Calendar

Downloadable Documents

The following links will take you to resources on the Canada Revenue Agency (CRA) website. The links will open a new window from which you may download the required documents.

• RC59 Business Consent Form
• T1013 Authorizing or Cancelling a Representative
• T2201 Disability Tax Credit Certificate
• T2125 Statement of Business Activities
• T2200 Declaration of Conditions of Employment
• T1 Adjustment Request
• T1M Moving Expenses Deduction
• RC1 Request For a Business Number
• TL11A Tuition and Education Amounts Certificate – University Outside Canada
• Payroll Deductions Online Calculator
• Goods and Services Tax/Harmonized Sales Tax (GST and HST) credit

Links

Here are some links to additional financial resources available to you on the Web.

Government Resources

• Government of Canada
• Province of Prince Edward Island
• PEI Tax and Land Information
• File and pay PEI PST online
• Canadian Passport Application
• Social Insurance Number Application
• Department of Agriculture
• ACOA
• PEI Business Development
• Tech PEI
• The PEI Lending Agency

Banks

• Bank of Montreal
• Bank of Nova Scotia
• Royal Bank
• Credit Union
• TD Canada Trust
• CIBC
• National Bank
• Bank of Canada
• Business Development Bank of Canada
• Farm Credit

Forms

• GST Forms
• RC59
• T183

Other

• Universal Currency Converter

Adobe Reader is required to open PDF files.

Dates to Remember

February 28 : T4 Summary and Information slips

February 28 : T5 Summary and Information slips

March 31 : T3 Summary and Information slips

March 31 : Partnership information returns

April 30 : Personal Tax Returns (without self employment income)

April 30 : Income tax Payment Dates

June 15 : Personal Tax Returns (with self employment income)

September 30 : Agristability Supplemental forms