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Documents & CRA Templates
Generate, preview, and print client-ready legal and engagement documents
Engagement Letter
Services & scope agreement
NDA
Non-Disclosure Agreement
Confidentiality Agreement
Information protection
Engagement Letter Fields
Client Type
Individual
Corporation
Client Name
Tax Year(s)
Services Included
T1 Personal
T2 Corporate
Bookkeeping
Payroll
GST/HST
Year-End
Engagement Start Date
Accountant
— Select —
Asad Mian
Naveen Ahuja
NDA Fields
Party Name
Address
Effective Date
Duration (Years)
Governing Province
Alberta
British Columbia
Ontario
Quebec
Saskatchewan
Manitoba
Nova Scotia
New Brunswick
Newfoundland and Labrador
Prince Edward Island
Confidentiality Agreement Fields
Client Name
Corporation Name
(optional)
Agreement Date
Term (Years)
Purpose of Engagement
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Font
Georgia (default)
Palatino
System Sans-Serif
Helvetica Neue
Size
S
M
L
Spacing
Compact
Normal
Relaxed
Margins
Narrow
Normal
Wide
Color
T2201 E (23)
Disability Tax Credit Certificate
Official CRA fillable PDF. Complete Part A (applicant info) and have the client take it to their medical practitioner for Part B.
Open / Download PDF
T1-OVP (25)
RRSP/PRPP Overcontribution Return
Official CRA fillable PDF. Calculates the 1% monthly penalty tax on excess RRSP/PRPP contributions above the $2,000 buffer. File with or separately from the T1.
Open / Download PDF
T2057
Election on Disposition of Property
Required for Section 85 rollovers. Use the
Section 85 Tool
to calculate all values, then transfer to this form. Download from CRA.
CRA Website
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