BringYourBooks Tax Guides
We’ve created several tax guides to streamline the tax-filing process for both of us. Simply provide the information you have, and we’ll handle the rest on your behalf.
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TAX PLANNING
Corporate Tax Plan
This helps us gauge your lifestyle and investment objectives. Using this checklist, we’ll strategize your tax planning, ensuring you retain more funds to invest in achieving your financial aspirations.
CRA PAYMENT GUIDE
CRA Payment Guide
BringYourBooks provides comprehensive guidelines on submitting payments to the CRA for tax filers. Navigate your tax obligations confidently with our clear instructions.
RENTAL AGREEMENT
Residential Lease Agreement
Utilize this standardized template for landlords looking to lease residential properties to tenants. Streamline your rental agreements with our user-friendly format.
NEW CORPORATION
RC1 – Request for Business Number
Complete this document to furnish initial business details, enabling us to secure your Canadian Business Number from the CRA efficiently. Start your business journey seamlessly by providing the necessary information.
New Incorporation Checklist
Fill out this form to give BringYourBooks essential details for incorporating your business. Specify your preference for a numbered or named company and indicate whether you’re looking to incorporate provincially or federally. Kickstart your incorporation process smoothly.
Business Startup Kit
BringYourBooks offers this guide to assist new startups in navigating their responsibilities with the CRA. Learn how to structure your business for seamless operations and avoid unexpected surprises from the CRA. Get started on the right foot with our expert insights.
NON-RESIDENT TAXES
ITN Application for Non-Residents
Non-residents seeking an Individual Tax Number (ITN) can complete this form and submit it to us along with the necessary documentation. Simplify your application process with our assistance.
Non-Resident Rental Guide
BringYourBooks offers an in-depth guideline tailored for non-residents with rental properties in Canada. Utilize this resource to understand and navigate the process of filing non-resident taxes with the CRA.
Section 216 Checklist
Complete our checklist designed for non-residents to assist us in filing your Section 216 return for rental property income in Canada. Ensure a smooth process by providing the required details.
NR4 Pro Forma Letter Checklist
Non-residents, please complete this checklist. If you don’t have NR4 slips, we’ll create an NR4 Pro Forma letter for you. This letter will be attached when filing your Section 216 return, ensuring compliance and accuracy.
CORPORATE TAX
T2 Corporate Tax Return
Use this document to gather your financial details, enabling us to efficiently prepare and submit your corporate income tax return to the CRA. Streamline your tax filing process with organized information.
RC59 – Business Authorization
Completing this form enables us to obtain CRA Authorization, granting us the ability to collaborate with the CRA on your behalf. Simplify your interactions with the CRA by providing the necessary information here.
T5 Corporate Tax Checklist
To issue T5 slips for shareholders, please complete this document if you’re a corporation director. Ensure a accurate reporting by providing the required details for streamlined processing.
Corporate Tax Process Guide
Discover the 5-step approach BringYourBooks takes to finalize your corporate tax return. Additionally, we’ve outlined essential documents you’ll receive from us upon completing your tax filing journey. Stay informed with our clear process.
PERSONAL TAXES
Canadian Personal Tax Return
To assist with preparing and filing your taxes with the CRA, please complete this checklist. It gathers essential identification details and aids in categorizing all personal slips, income, and expenses. Ensure a seamless tax preparation process by providing this information.
2021 Canadian Tax Changes
Explore the 2021 tax return updates specifically tailored for self-employed individuals. Download our informative PDF for comprehensive details on the latest changes.
U.S. Personal Tax Return
Complete this information sheet if you’d like us to handle your US personal taxes with the IRS. This form collects essential identification details and assists in categorizing your personal tax slips, income, and expenses. Ensure a smooth tax preparation process by providing the necessary information.
2021 U.S. Personal Tax Changes
Stay informed about the 2021 updates for filing taxes in the United States. Learn essential insights to navigate your U.S. tax obligations effectively.
Family Trust Checklist
Complete this checklist to provide the essential information required for establishing a Family Trust. Ensure a thorough process by furnishing the necessary details.
T2062 Checklist
Non-residents of Canada, please complete this checklist if you’re seeking our assistance to obtain a Certificate of Compliance for the sale of taxable Canadian property. Provide the necessary details for a streamlined process.
Tax Based Treaty Checklist
For a treaty-based tax return, simply gather the information listed in this checklist, and we’ll handle the filing on your behalf. Streamline your process with our expert assistance.
Voluntary Disclosure Program Checklist
BringYourBooks offers a comprehensive checklist for the Voluntary Disclosures Program (VDP). Utilize this guide to address and amend any inaccuracies in your previously filed tax returns.
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