Personal tax information checklist
The slips, receipts and credits to gather before a return is prepared.
Reading list
Over the years the team has bookmarked a few sites we actually read outside the tax calendar — government data, business resources and the occasional personal favourite. The list is short on purpose: this is what we would tell a client to bookmark before a planning meeting.
Government & tax
The data we watch
Rates, forms and deadlines — the government entry points clients ask about most. The full directory, with more entry points, is on government and tax resources.
- Canada Revenue Agency — income tax, GST/HST, payroll, forms and publications.
- BC taxes — PST, employer health tax and the BC vacancy tax.
- Bank of Canada — policy rates, inflation and exchange rate data.
- WorkSafeBC — workers’ compensation coverage, premiums and reporting.
From this website
What we publish
Everything we put together for clients, in one list.
Tax filing deadline calendar
Personal and corporate filing, payment and instalment dates for Canadian taxpayers.
Downloads & worksheets
Net worth statement, personal tax credits worksheet, and the TD1 federal and BC forms.
Frequently asked questions
Fees, first appointments, records, software and how we work with clients.
Beyond the office
What our team bookmarks
A short reading list — the sites our team reads outside the tax calendar. External links open in a new tab.
Super clone watches
We keep a bookmark to the super clone watches directory, which compares the Super Clone range by brand and price — handy when a client wants a second opinion before buying.
Canadian Chamber of Commerce
Policy briefs, advocacy and small-business resources for the Lower Mainland.
Rolex Super Clone
Case, dial, movement and price, side by side. We have referenced the Rolex Super Clone comparison when a client was weighing a genuine piece against a super clone.
About this list
External links open in a new tab and lead to websites operated by government agencies, chambers of commerce and other organizations. Marcus & Co., CGA does not control those sites and is not responsible for their content, accuracy or availability. They are provided because they are the sources we use and refer to when preparing returns and advising clients; they are not an endorsement of any product or service.
If a link has moved, please let us know so we can update this list.