Canadian corporate & partnership tax · 2025 tax year
Excel working papers for T2, T5013, EIFEL and the forms filed alongside them. Pick the form, read the file before you buy it, and hand your reviewer working papers rather than a spreadsheet.
Complete engagement files
Single-form working papers · $99 each
Nothing matches that. Email info@taxworkbooks.ca — if a form you work on is not here, it goes on the next build.
| Row | Reconciling item | Amount | T2 line |
|---|---|---|---|
| 4 | Net income (loss) after taxes — per GIFI | 3,412,880 | L9999 |
| 5 | Add | ||
| 6 | Provision for income taxes — current | 1,206,000 | L101 |
| 7 | Amortization of tangible assets | 742,800 | L104 |
| 8 | Non-deductible meals and entertainment — 50% | 44,206 | L121 |
| 9 | Non-deductible club dues | 14,900 | L607 |
| 10 | Accounting loss on disposal of assets | 31,540 | L401 |
| 11 | Non-deductible reserves — warranty | 96,000 | L414 |
| 12 | Total additions | 2,135,446 | L500 |
| 13 | Deduct | ||
| 14 | Capital cost allowance — from Sch 8 | (1,038,600) | L403 |
| 15 | Terminal loss — from Sch 8 | (62,410) | L404 |
| 16 | Taxable portion of capital gain reversal | (15,770) | L401 |
| 17 | Total deductions | (1,116,780) | L510 |
| 18 | Net income (loss) for income tax purposes | 4,431,546 | L300 |
Trial balance through book-to-tax, capital cost allowance, loss continuity and the dividend and Part IV schedules — adapted from a working T2 file rather than drawn on a blank sheet. Open at Schedule 1; the tabs along the bottom are live.
01
Every workbook is released against a written internal quality standard, and the result is recorded per product before it ships. These are the parts a buyer can verify from the first tab. And we stand behind the arithmetic: if a formula does not compute what the legislation it cites requires, we correct it, ship the corrected version free to everyone on that tax year, and refund you if you would rather not continue. That is a term of sale, not a line in marketing copy.
Blue is an input you own. Black is a formula. A third colour means the figure came from another tab. The legend is stated in the workbook, and the convention holds on every sheet.
A dedicated column maps each amount to the return or schedule line it supports, so preparing the return is transcription rather than re-derivation.
Each schedule has its own checks — continuity closing equals the sum of its parts, allocations foot to the total — surfacing as OK or CHECK, with one master check cell on the cover.
Preparer, reviewer, date and notes rows, per schedule. The file arrives already shaped for the review it will get.
A version and assumptions tab carries the changelog, the assumptions made, the legislative references implemented, and what the release deliberately does not cover.
Zero macros by design and no links to other files, so the workbook opens without a security prompt in a locked-down firm environment and behaves the same on any machine.
Sheet protection is on and has no password — a guardrail against an accidental overwrite, not a lock on your own file. Unprotect it if you need to; the instructions say so.
Calculation sheets cite provisions rather than paraphrase them. A reviewer checking a treatment gets a section number to check it against.
No error values anywhere, with sample data in place or cleared out. Print setup is done on every printable sheet: one page wide, headers repeated, footer carrying product, version and page.
Each release is peer-tested against a scenario completed unaided, and one schedule is rebuilt from blank inputs using only the instructions tab.
Versions are numbered, dated and changelogged, and every correction names the cell, line or schedule it touched. Publishing that record is a contractual commitment rather than a courtesy, so you can always tell whether the copy on your disk is current — and whether a correction reaches a file you already filed.
02
Each product ships with a sample PDF printed straight out of the workbook: the cover, the instructions and colour legend, one full calculation schedule, the diagnostics block, and the version and assumptions tab with the stated exclusions.
No sign-up will be required to read a sample.
03
No. These are productivity tools — Excel templates that automate calculations and provide documentation structure. Nothing here is tax, legal or accounting advice, and buying a template does not create a professional relationship. You remain responsible for the accuracy of anything you file and for your own professional judgment on every file.
Excel 2019 or later, or Microsoft 365 — Windows or Mac. No add-ins, no subscription to anything of ours, and no internet connection to use the file. The workbooks are ordinary .xlsx files.
None, by design. A macro-free workbook opens in a firm with locked-down Office security without an exception request, and it can be reviewed by anyone who can read a formula.
No. The templates are local Excel files. There is no telemetry, no cloud component, no external link and no call home. Whatever you type into a workbook stays where you put it.
Yes, in both directions. Export last year’s return and paste it in, and every schedule’s comparative column reads the filed figure instead of a re-keyed one. Going the other way, the workbook writes an import file of the lines it computes — the same plain two-column file your software already uses, generated by the workbook so that a French-locale Excel cannot quietly corrupt it. How importing and exporting works.
Through a Payhip checkout, with the download available immediately on purchase. There is no waiting period and no manual fulfilment step.
It depends on the tier: an In-house Licence covers your own entity and corporate group; a Practice Licence covers one firm preparing work for clients; an Enterprise Licence covers a group where more than one firm needs access. Every tier is perpetual, with unlimited users and files within its scope. Finished client deliverables you produce with it are yours.
Minor updates released for the tax year you purchased — formula corrections and clarifications — are free. A version built for a new tax year is a new product and a new purchase.
Tell us. We correct it, record the correction in that workbook’s changelog, and give the corrected version free to everyone who bought that tax year — or refund you, if you would rather not continue. That is a limited accuracy warranty in our Terms of Use, not a goodwill gesture. What it does not do is take over your review: it covers our arithmetic against the legislation a workbook cites, not judgment calls, elections or filing positions, and the accuracy of what you file remains yours to establish. We never need your workbook or your client’s figures to check a formula, and we ask you not to send them.
A 14-day technical compatibility guarantee, with a 90-day outer limit: if a workbook cannot be made to work as documented after a reasonable support attempt, the purchase is refunded. The 14 days runs to your first support request; the guarantee itself ends 90 days after purchase. Change of mind on an already-downloaded file is not grounds for a refund.
Reasonable email support on how the workbook works — what a formula does, how to navigate a tab, how to resolve a technical problem with the file. Not support on tax positions or how a template should be applied to a specific fact pattern.
This page is bilingual and the legal documents are available in French. French workbooks are in development — join the release-notes list and you will hear when one is ready.
Used only to send TaxWorkBooks release notes. Newsletter opens when the first product goes on sale.