T2
Book-to-tax reconciliation, controls and EIFEL.
Download sample PDFView workbook extracts →Canadian tax workbooks & tools
Excel working papers for CPA firms and in-house tax teams.
Developed by Maxime Blais, CPA
Workbooks in development · Target launch November–December 2026
Inside the workbookT2 · SCH 1
Free tools
Workbooks
View all templates
PayrollWorking papers for T4 and RL-1 preparation.
Sales taxFuture sales tax working papers.
Non-resident withholdingWorking papers for NR4 and T4A-NR reporting.
Corporate & partnership taxWorking papers for corporate and partnership tax.
Tax provisionsWorking papers for income tax provisions under IFRS.
Completed samples
Sample PDFs use fictional data.
T5013
Partner allocation, checks and capital continuity.
Download sample PDFView workbook extracts →Tax Provision
Provision, rate reconciliation and financial-statement note.
Download sample PDFView workbook extracts →Samples are illustrative; practitioner review remains required.
About the author & scope of support
Québec CPA and tax director with experience in accounting firms and in-house tax teams.
The offering is limited to workbook templates and basic product support. Tax advice, return preparation and engagement review services are not offered.
Practical questions
Which version of Excel is required?
The target is Excel 2021 or Microsoft 365. The examples use modern functions. Platform-specific opening checks remain to be confirmed before purchase.
What language are the workbooks?
The website and current workbooks are in English. A French version is planned for a later stage.
What does the licence cover?
The in-house licence covers one entity and its corporate group. Practice and enterprise licences have different scopes and pricing on request. Full terms are set out in the licence.
Does the workbook file the return?
No. The workbook supports calculations and documentation. Data transfer and filing follow the procedures of the appropriate tax-preparation software.
Are the formulas protected?
Sheets are supplied without active protection. Cell lock flags allow protection to be enabled when needed. The conventions are explained in the workbook.
How is an edition obtained?
All three workbooks are in development, with launch targeted for November–December 2026. Samples can be reviewed now; sales are not yet open.