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Insurance Agenda

Are you covered in the case of an accident? Have you done your due diligence. Accidents happen at times when we least expect them, however, being prepared for those times will make the experience bearable.

SKU: C2212va


Research & Development Agenda

Are you maintaining your competitive advantage? Do you even know what it is? R&D is the difference between successful companies that grow and those that disappear

SKU: C2211va


Loans & Liabilities Agenda

You could be losing out on thousands of dollars, and that sum could be growing at a compounded rate. Debt financing is one of the most powerful tools companies have to grow and expand. However, most company owners forget, that much like your assets, your debts and liabilities need to be maintained and managed.

SKU: C2210va


Tax Form & Slip Completion Checklist

This checklist is to assist in the various tasks performed when completing annual tax forms and slips necessary for an employee.

SKU: SF344vh


Year End Disbursements Authorized

This tool is a central location to record disbursements through out the year to each individual, IE: Payroll, contractors, dividends paid etc.

SKU: SF481vb


Guarantee Payroll Benefits

This letter will provide a detailed reminder to your bookkeeping clients that disbursements & benefits provided to an individual or company may be subject to payroll with holdings.

SKU: SF141vg


Management Fee Records

This tool is used to reconcile the self declared wages & contract fees between the company and the associated individual (assoc company) to compliment the completion of the payroll and government slip requirements of both the payer and payee.

SKU: SF128vg


Government Forms Routing Business

This checklist will assist the bookkeeper on the task of how to complete & eventually deliver the T4 & summary information to the employee, the employer and the government.

SKU: SF345vi


ITC on CCA Carryforward

When needing to track the input tax credits (ITC) of an asset which is part business use for a GST return, this document would enable you to track your journal entry.

SKU: SF126vb


Receipts Bundled To Ledger

If you have received or created the financial statements for a business and need to do some adjustments to the general ledgers, this spreadsheet will document them for you.

SKU: SF146vd


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