Tools and Templates

Tools

Interactive tools for Canadian tax planning and staying on top of deadlines. Adjust the inputs and see results update instantly, or track upcoming submission dates.

Employee Stock Options

See how the taxable benefit, Division C deduction, and capital gain interact when you exercise and sell stock options.

Registered vs. Non-Registered Accounts

Compare how TFSA, RRSP, and non-registered accounts grow differently after tax over time.

Tax Research Deadlines

Track upcoming tax research conference and paper submission deadlines in one place.

Templates

World Income Verification

Template response to CRA when requested to verify World Income.

⬇ Download .docx

First Year Choice

First Year Choice Election template for U.S. tax purposes for individuals filing a U.S. tax return for the first time.

⬇ Download .docx