Useful Accounting & Tax Resources2025-09-04T13:51:39-07:00

Resources

Essential Financial Tools & Tax Resources for Your Convenience

Welcome to Ralph & Levinson's Resource Center—a centralized space designed to help you manage your financial tasks effectively. Find valuable guidance, important checklists, practical forms, and secure file-sharing solutions, all created to simplify your tax and accounting processes.

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Tax Tips & Articles

Stay Informed with the Latest Tax Insights

Get ahead of changes and maximize your financial outcomes with timely articles and expert insights from our team.

Secure Document Upload Portal

Easy & Secure File Sharing for Our Clients

Simplify your document submission process with our secure, encrypted upload portal. Ensure confidentiality and effortless sharing of sensitive financial information directly with your Ralph & Levinson advisor.

Financial Checklists, worksheets & Essential Forms

Streamline Your Tax and Accounting Tasks

Our specially curated checklists and forms help ensure you never miss critical details, important deductions, or compliance requirements.

Personal Tax Checklist

  • Income documentation needed

  • Expense receipts to include

  • Common deductions overlooked

Corporate Year-End Checklist

  • Essential financial statements

  • Corporate filing requirements

  • Dividend and salary documentation

GST/HST Filing Guide

  • Key filing dates

  • Input tax credit documentation

  • Common reporting errors to avoid

GST/HST Filing Guide

  • Key filing dates

  • Input tax credit documentation

  • Common reporting errors to avoid

Estate Planning Checklist

  • Critical documents required

  • Executor duties outlined

  • Estate tax considerations

Payroll & Remittance Form Guide

  • T4/T5 slip preparation

  • CRA payroll deadlines

  • Employer Health Tax obligations

Looking for a Different Form?

We have many more forms to meet your specific accounting and tax needs.

Frequently Asked Questions

Learn More About Our Services

Who do you work with?2025-04-09T10:56:40-07:00

We provide services for small businesses, corporations, non-profits, and individuals looking for expert Tax & Accounting guidance.

How do I get started?2025-04-09T10:56:40-07:00

Contact us for a consultation, and we’ll be able to create a tailored financial strategy to meet your goals and needs.

Do you assist with CRA audits?2025-04-09T10:56:40-07:00

Yes! Our team provides CRA audit support, tax compliance, and financial consulting to ensure full regulatory adherence.

Can you help with business incorporation?2025-04-09T10:56:40-07:00

Absolutely! We provide business structuring and incorporation services to ensure you start on the right financial footing.

Important Financial Dates & Deadlines

Stay Ahead of Important CRA Dates

Never miss a crucial filing date or financial milestone again. Keep your business or personal finances compliant with these important dates.

March 15

First Quarterly Installment Due (Corporations)
Avoid penalties by making your timely corporate tax installment.

April 30

Personal Income Tax Filing Deadline
Ensure your T1 filings are complete and submitted on time.

June 15

Sole Proprietor & Partnership Filing Deadline
Stay compliant with CRA filing requirements for your small business.

December 31

Final Deadline for Tax Planning Actions
Implement year-end strategies for maximum tax savings.

Helpful CRA Tools & Links

Easy Access to Important Canada Revenue Agency Resources

CRA My Business Account

  • Manage your business taxes

  • View payment history

  • Submit filings electronically

Payroll Deductions Online Calculator (PDOC)

  • Calculate accurate payroll deductions

  • Verify payroll withholding amounts

Finance Canada

  • Resources on economic policy and budget information

  • Updates on federal financial legislation and initiatives

GST/HST NETFILE

  • Resources on economic policy and budget information

  • Updates on federal financial legislation and initiatives

BC Ministry of Finance
  • File provincial taxes, returns and make Payments

  • Communicate directly with ministry officials

Canadian Tax Foundation

  • Independent tax research and resources

  • In-depth analysis of Canadian taxation policy

Need Something Else?

If you can’t find a resource or link you’re looking for, we’re here to help.

Let’s Strengthen Your Financial Future

Personalized Accounting Advice to Guide Your Decisions

Get in touch today and see how our team at Ralph & Levinson can enhance your financial health, simplify your compliance, and help you achieve your business goals.

We simplify accounting, so you can focus on growing your business. Whether you need tax planning, compliance support, or business advisory services, we’re here to help.

Company Information

Office: 301-3939 Quadra St. Victoria, BC V8X 1J5
Email: info@rl.cpa
Phone: (250)727-6444
Fax: 1.866.342.0504

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