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Free Stuff

Tax related

Communicating with CRA (YouTube video)

Source Document Handling (YouTube videos)

Supporting someone with a disability (free information - tax for families; Important - please watch the YouTube videos on the Canadian MoneySaver website and on the CRA website)

Checklist for T1 personal tax preparation and Best practices for tax preparers to minimize risk

(download, adopt & edit, embed the JotForm)


Controlling QuickBooks 

QuickBooks Desktop Sample Files (download first, then restore)

QuickBooks Online (YouTube videos)


Quicken Sample Files - Loss Calculations (for the tech savvy)




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