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Here is your library of resources for the Organize Your Finances module. Once you review and complete them you will be ready for the next Module of Creating Lasting Wealth.

Organize Your Finances Resources

How to deduct your employment expenses in Canada

T2200 Form: Learn how to deduct your employment expenses in Canada

Sale Taxes, GST, and HST

In this episode, Andrew and Rachel talks about Sale Tax, Gst, and HST in Canada

What expenses can I claim?

In this episode, Rachel and Andrew discuss in detail the expenses you can claim to get your finances organized and maximize your benefits.

Tax deadlines in Canada

In this episode, Rachel & Andrew discuss all the tax deadlines and the difference between Sole proprietor and corporation. Use our free calculator to find what strategy is the best for you.

Differences between CRA My Account, My Business Account, & Ontario Business Registration

In this episode, Rachel and Andrew discuss the differences between CRA My Account, CRA My Business Account, And Ontario Business Registration Account.

Corporate Bank Account & Corporate Credit Cards

In this episode, Rachel & Andrew discuss the benefits of setting up a Corporate Bank Account and the advantage of using a Corporate Credit Card.

How to pay yourself when you have a company

If you are not sure how to manage your payment when you set up a company, Rachel & Andrew discuss tips and tricks to get it done.

The value of choosing the right bookkeeping tool

In this episode, Rachel & Andrew discuss the advantage of using a bookkeeping tool to track all your expenses.

What is a chart of accounts and how it works

A chart of accounts is a list of the account numbers and names relevant to your company. Learn in detail about each one.

Percentage of use of accounts

In this episode, Andrew and Rachel discuss the advantages of using the percentages of use accounts.

Tracking Revenue

It’s time to organize your finances, here are some tips to know on how to track your revenue.

Receipt Management and organizing the data

If you are considering keeping your records on paper, think twice, there are better solutions like Dext-Receipt Bank where you can store all your data digitally in case you have an audit.

White Paper Class One

How to complete the Canadian Revenue Agency Authorize a Representative Request.

Ebook / Digital Download Title

Insert your own course description of 1-2 sentences quickly summarizing what this course is about.