Tax Planning

This allows us to estimate your investment goals. Based on this checklist we will do Tax Planning for you.

Corporate Tax Plan

Corporate Tax

A document that helps you assemble your financial information for us to prepare your corporate income tax return and file it with the CRA

The information you provide on this form will help us generate CRA Authorization which will allow us to work with CRA on your behalf

We need this document to be filled by the director of a corporation who wants us to issue T5 slips for its shareholders

Explains the 5 steps process that Pro Finance E&E Limited follows in completing your corporate tax return and we have also enlisted all important documents that you can expect to receive from us at the end of your tax filing process

T2 Corporate Tax Return

T5 Corporate Tax Checklist

Corporate Tax Process

New Corporation

A document that requires you to provide us preliminary information related to your business so that we may apply for your Canadian Business Number with the CRA

Used to provide Pro Finance E&E Limited basic information in order to incorporate your business. It allows us to know whether you want a number or name company and if you want to incorporate provincially or federally

Pro Finance E&E has compiled this guide to help new startups understand their obligations with CRA and how to organize the business so that they have smooth operations.

New Incorporation Checklist

Business Startup Kit

CRA Payment Guide

Pro Finance E&E has prepared a complete set of guidelines on the payment instruction to the CRA for tax filers.

CRA Payment Guide

Personal Taxes

A checklist to be filled for those individuals who want to prepare and file their personal taxes with Pro Finance E&E

This checklist requires you to produce such information that is necessary to establish a Family Trust.

For non-residents of Canada who want us to acquire a Certificate of Compliance related to the disposition of taxable Canadian property

T1 Personal Tax Return

Family Trust Checklist

T2062 Checklist

Non-Resident Taxes

A checklist for non-residents that we need them to fill out so that we may file section 216 return on their rental property income in Canada.

A checklist for non-residents that we need them to fill out so that we may file section 216 return on their rental property income in Canada.

A checklist for non-residents that we need them to fill out so that we may file section 216 return on their rental property income in Canada.

ITN Application for Non-Residents

Non-Resident Rental Guide

Section 216 Checklist

Rental Agreement

A standard format that can be used by the landlord to lease residential units to their tenants.

Residential Lease Agreement