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Canadian Tax Season Organizer Planner - 30-Page Printable T-Slips, Deductions, Self-Employed and Filing System
A 30-page printable tax season organizer planner in a navy and teal palette, built for Canadians: a tax year at a glance, document checklists for income slips (T4, T4A, T3, T5 and more) and for receipts and records, a six-section folder system, income and investment logs, an RRSP and FHSA receipt tracker, plain-language deduction and credit checklists with medical, donation and childcare logs, self-employed income and expense trackers, a GST/HST record, a vehicle and mileage log, a home office record, a rental log, an instalments log, questions for your preparer, a filing day checklist, an assessment tracker, and a refund or balance planner. Benchmarked against the top sellers in this category (a leading Canadian self-employed tax organizer on Etsy runs just 10 pages) - this planner gives you the full 30-page personal plus self-employed system at CA$3.99. Pairs with the Canadian Financial Wellness Workbook and the Canadian First-Time Home Buyer Workbook. This is an educational organizing tool only, not tax advice: verify figures, eligibility and deadlines with the CRA or a qualified tax professional. Print on US Letter or A4, reprint the logs as often as you like. 30 printable pages. CA$3.99.
What's included
- Welcome to a Calmer Tax Season
- Your Tax Year at a Glance
- Document Checklist: Income Slips
- Document Checklist: Receipts and Records
- Your Folder System: One Home for Everything
- Income Log: Employment and Other Income
- Investment Income and Capital Changes Log
- RRSP and FHSA Receipt Tracker
- Deductions Checklist: Work and Life
- Credits and Receipts Checklist
- Medical Expenses Log
- Charitable Donations Log
- Childcare and Family Expenses Log
- Self-Employed Income Tracker
- Self-Employed Expenses Tracker
- GST/HST Record for Sellers
- Vehicle and Mileage Log
- Home Office Record
- Rental Income and Expenses Log
- Instalments and Payments Log
- Receipt Index: What Lives Where
- Questions for Your Preparer or the CRA
- Filing Day Checklist
- After You File: Assessment Tracker
- Refund or Balance Owing Planner
- Document Retention: Keep the File
- Monthly Money Check-In for Tax Readiness
- The Set-Aside Tracker for Irregular Income
- Year Summary and Preparer Handoff
- Your Calm Tax Season Plan
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