Interactive Tools & Solutions that help you work faster and get more done
Do menial tasks like calculating probate fees and researching through different sources eat up your time? Streamline your work and save time with exclusive Tools & Solutions that are only available in Tax&EstatePlanningCentre.
Checklists
Tax&EstatePlanningCentre includes 15 interactive checklists in Word or Excel format with imbedded calculations that can be downloaded to your computer for repeated use. The checklists serve as reminders of tasks that you need to do, saving time and reducing the risk of oversight, or loss of hard copy documents.
Calculators
Calculators are included in Tax&EstatePlanningCentre to save you time in finding formulas (Probate Fee Calculators) or counting days (Date Plus X Days and Days between Two Dates calculators) and running calculations, reducing the risk of error in running these calculations manually or with less intelligent tools such as a basic hand-held calculator.
Tables
Tables are an easy-to-read presentation of interrelated data that make it easy to compare data from across different Canadian provinces and territories.
- The Canadian Probate Taxes table provides a comprehensive snapshot of probate fees payable in each province/territory
- The CBA National Concordance of Estate Administration table compares steps in Estate Administration in most provinces and territories
Fillable Tax Forms
Accelerate the completion of returns and reduce the risk of error with fillable tax forms such as the T3 Return.
Using Tax&EstatePlanningCentre’s InteractiveTools & Solutions is the smart way to gather the information you need.