Skip to content

Resources and Links You Can Use

Client Intake Form

New to CAPC? Use this form to provide us with the base to get started

Download

2024 Personal Income Tax Checklist

A helpful checklist to help you gather your essential paperwork.

Download

Links to Canadian Universities

Missing a T2200? Use these links to help Junior find and download this form.

Download

Business Summary Spreadsheet

If you already have your income and expenses added up, drop them in here

Download

Business Bookkeeping Monthly Template

An easy to use bookkeeping template allows you to summarize your monthly expenses

Download

HST Return Template

Use this Working paper to Summarize your HST return

Download

Rental Statement Summary T776

Use this handy spreadsheet to summarize your Rental Income and Expenses for each property.

Download

Capital Gain on Real Property

Use this spreadsheet on how to Calculate your Capital Gain

Download

Answers to Frequently Asked Questions

What is a Balance Sheet?

Understanding the Balance Sheet

Unlock the secrets of financial stability and growth with our deep dive into Balance Sheet Fundamentals. Get ready to turn the page on financial uncertainty and step into a world of clarity and opportunity

Watch Now

Identifying Toxic Clients

Identifying these toxic clients early is akin to spotting a storm on the horizon – it's essential for protecting your business and maintaining your sanity. Remember, not all money is good money if it costs you your peace of mind.

Watch Now

TFSA and RRSP fundamentals

When it comes to securing your financial future in Canada, two powerful vehicles stand out: the Tax-Free Savings Account (TFSA) and the Registered Retirement Savings Plan (RRSP). Whether you’re saving for a dream vacation, a home, or a comfortable retirement, understanding and utilizing these accounts can lead to significant financial benefits.

Watch Now

RDSP Basics

Understand the basics principals of what is an RDSP and how does it work for you.

Watch Now

Proprietorship vs Corporations

Whether you're a budding entrepreneur dreaming of launching your own venture or a seasoned business owner contemplating a strategic shift, this video is tailored to shed light on these critical distinctions.

Watch now

Individual Pension Plans and Corporate Tax

These plans are not just savings accounts; they are meticulously designed vessels that navigate the complexities of investment, ensuring that your golden years are not just about survival, but about thriving.

Watch Now

Health Savings Plan

It's not just planning; it's empowering yourself with the freedom to live your life to the fullest, with peace of mind and health in hand.

Watch Now

Buying vs Leasing Vehicles

Buying company vehicles outright may promise the allure of ownership and the absence of mileage caps, making it an attractive option for businesses with significant capital and a long-term vision.

Watch Now

Taxation of Employment Benefits

n the ever-evolving landscape of employment law and tax codes, staying informed is non-negotiable. It's not just about the numbers; it's about making informed decisions that enhance your financial well-being. Empower yourself with the understanding of how these benefits interact with your taxes, and take control of your financial future.

Watch Now Video 1

Watch Now Video 2

Understanding the Income Statement

It reveals the heartbeat of an entity's economic activities, distinguishing the revenue earned from the expenses incurred to unveil the ultimate measure of profitability.

Watch Now

 

Why have a Business Plan?

Embarking on a business adventure without a plan is akin to setting sail without a compass; you might find yourself adrift in a sea of uncertainty.

Watch Now

Why have a will?

Let's talk about why crafting a will is not just a wise legal step, but a profound act of care for your family and friends. Join us as we explore the undeniable importance of having a will – because your legacy deserves to be preserved exactly as you envision it.

Watch Now

Why Choose Cloud Bookkeeping?

Welcome to the new era of business management, where online bookkeeping services are not just a choice, but a cornerstone of successful, forward-thinking enterprises. Platforms like Intuit Quickbooks Online, Xero, Sage and Zoho are great choices for Canadian SME.

Watch Now