For sound financial advice and planning, download the resources below.

Bookkeeper Preparation Form

This form acts as a final checklist for bookkeepers before uploading customer files.

Chart of Accounts Using GIFI

Standard chart of accounts based upon the General Index of Financial Information (GIFI) as published by the Canada Revenue Agency.

Employee and Commission Expense Statement

A step by step breakdown of expenses for employees. * This is not an official Canada Revenue Agency form & should not be filed with tax return.

Employee and Commission Expense Statement

A step by step breakdown of expenses for employees. * This is not an official Canada Revenue Agency form & should not be filed with tax return.

General Corporate Information

This form assists us in better understanding your business, and provides us with the corporate information for filing various tax returns and other information returns required to be filed with various government agencies.

General Corporate Year-End Checklist

This form collects information required to complete the year-end financial statements for your business.

Inheritance Guide

This guide addresses what to do following the death of a spouse or relative, and was developed to ensure that the surviving partner is aware of vital information.

Personal Income Tax Questionnaire

This form is required to obtain the information needed to prepare for personal income tax. * This is not an official Canada Revenue Agency form and should not be filed with any tax return.

Privacy Policy

Due to the nature of the services you require, you may be required to sign our Privacy Policy. This form outlines our privacy policy and requires your signature to signify that you consent to the collection, use, maintenance and disclosure of your personal information as set in the agreement, unless you advise in writing. Please print this form, sign and return to our office.

Rental Property Income Information

This form will provide us with the necessary information needed to file your Personal Income Tax if you are a non-resident of Canada/US with rental property in Canada/US.

Sample Chart of Accounts

The following is a sample list of account items and codes.

Self-Employment Income Statement

To assist in completing the self-emloyment income reported on Form T2125 as part of your personal tax return

What to do Following a Death

This information sheet contains basic information that the family and legal representative should know to start settling the affairs of a deceased person.

Download Adobe® Reader® software

Adobe Reader Users
The form must be completed in one sitting, as you cannot save the file and resume. Be sure to print a copy of the completed form for your records. To save the completed file for uploading to your Lardner account, use the SAVE AS TEXT option under the FILE menu. Submit the saved file (a .txt file) to Lardner & Company through the secure Client Services area of our web site.

Adobe Acrobat (Standard and Professional) Users (Recommended)
You can complete the form in one sitting, or save the form as a PDF and return to it at another time. Upon completing the form, please save as a PDF and submit to Lardner & Company through the secure Client Services area of our web site.