A 25-task year-end checklist, T2125 preparation worksheet, RRSP contribution optimizer, tax deadline timeline, and a one-page accountant summary — the whole closing process in one kit.
What's inside
- 25-task year-end checklist in filing order
- T2125 prep worksheet with correct line numbers (v1.1 verified)
- RRSP optimizer: contribution room and marginal-rate savings
- Tax timeline with correct filing-year dates (v1.1 fixed a year-off bug) + accountant summary page
Accuracy you can check: every tax figure and line number in this sheet was re-verified against CRA-published figures in July 2026 (v1.1), the same way our free calculators are tested — read how we verify. Purchases include lifetime updates.
FAQ
When should I buy this?
Any time from December through your June 15 filing deadline — the checklist orders the whole process.
Does it replace tax software?
No — it prepares everything so entering your return into certified software (or handing it to an accountant) takes minutes instead of days.
Save more with the bundle: every paid sheet for $99 — and bundle buyers get the $29 Accountant Package included when it launches (Dec 2026).
Get the Kit — $39 CAD → See the Bundle →Pairs well with
- 📋 Tax Deduction Checklist — 86+ cra-eligible deductions with calculators — free.
- 📊 Expense Tracker (Sheet Edition) — prefer a spreadsheet? the offline edition of our free web tracker.
- 🧾 HST/GST Tracker — know exactly what you owe the cra each quarter.
- 💰 Free Tax Calculator — see your full tax + CPP bill first
Templates provide estimates and organization for planning purposes — not tax, legal, or accounting advice. Confirm with the CRA or a qualified professional before filing.