Tax Tools, Calculators & Important Links
As your tax partner, we believe in transparency. Here are direct links to key IRS and government portals:
CANADA
Canada Revenue Agency (CRA)
https://www.canada.ca/en/revenue-agency.html
Access tax forms, guides, refund status, payments, and CRA news.
CRA My Account
View your notices of assessment, RRSP room, benefit payments, and file online.
CRA Payments
https://www.canada.ca/en/revenue-agency/services/payments-cra.html
Pay your balance owing or instalments directly to the CRA.
Service Canada
https://www.canada.ca/en/employment-social-development/corporate/portfolio/service-canada.html
Manage CPP, EI, and Social Insurance Number matters.
Canadian Individual and Business Taxes
https://www.canada.ca/en/services/taxes.html
Official Canada Revenue Agency hub for income tax, GST/HST, payroll, benefits, business registration, and payments — the starting point for most CRA-related tasks.
Canadian Corporate Taxes
https://www.canada.ca/en/services/taxes/income-tax/corporation-income-tax.html
Official CRA page for filing T2 corporate income tax returns, checking federal and provincial/territorial tax rates, and accessing corporate tax credits, dividends, and record-keeping guidance.
Budgeting
Budget Calculator
Find out where your money is going and determine how much you can put towards your goals.
Financial Goal Calculator
Calculate how to pay down your debt and reach your savings goals.
Bank Account
Bank Account Comparison Tool
Compare bank account interest rates, monthly fees, transaction fees and services.
Mortgage
Mortgage Calculator
Calculate your mortgage payment schedule and how to save money by making prepayments.
Mortgage Qualifier Tool
Find out if you can qualify for a mortgage based on the property you want, your income and your expenses.
Retirement
Retirement Income Calculator
A step-by-step calculator to help you estimate your retirement income, employer pensions and other sources of income.
Credit Cards
Credit Card Comparison Tool
Compare credit card interest rates, annual fees, rewards and other features.
Credit Card Payment Calculator
Find out how long it will take to pay off your credit card and explore options to pay it back faster.
Financial Literacy
Financial Literacy Self-assessment Quiz
A helpful quiz to test your money management skills and knowledge.
Canadian Financial Literacy Database
A one-stop source for resources and events from Canadian organizations on budgeting, saving, investing and more.
Official IRS & Government Resources
IRS Official Website
Access tax forms, publications, refund status, payments, and IRS news.
IRS Where’s My Refund?
Check the real-time status of your federal tax refund.
IRS Tax Withholding Estimator
https://www.irs.gov/individuals/tax-withholding-estimator
Calculate the right amount of federal income tax to withhold from your paycheck.
IRS Direct Pay
https://www.irs.gov/payments/direct-pay
Pay your federal taxes directly from your bank account — free of charge.
Social Security Administration (SSA)
Manage Social Security benefits, SSN applications, and benefit estimates.
Family, dependents and students credits
https://www.irs.gov/credits-deductions/family-dependents-and-students-credits
Learn about U.S. tax credits for families, dependents, children, and students, including eligibility and available tax benefits.
Tax information for businesses
US EXPAT RESOURCES
Key Expat Tax Resources
https://www.irs.gov/individuals/international-individuals
Access U.S. tax guidance and resources for international individuals, foreign persons, and businesses with cross-border activities.
International business
https://www.irs.gov/businesses/international-business
Access U.S. tax guidance, filing requirements, and compliance resources for international businesses and foreign corporations.
Foreign earned income exclusion (FEIE)
https://www.irs.gov/individuals/international-taxpayers/foreign-earned-income-exclusion
Learn about the Foreign Earned Income Exclusion, eligibility requirements, income limits, and foreign housing benefits for U.S. taxpayers living abroad.
Report of Foreign Bank and Financial Accounts (FBAR)
https://www.irs.gov/businesses/small-businesses-self-employed/report-of-foreign-bank-and-financial-accounts-fbar
Learn about FBAR filing requirements, reporting thresholds, and foreign financial accounts that U.S. persons must report to FinCEN.
FinCEN FBAR E-Filing System
https://bsaefiling.fincen.gov/
Access FinCEN’s BSA E-Filing System to electronically file FBARs and other Bank Secrecy Act reports.
FATCA — IRS Foreign Account Tax Compliance Act
https://www.irs.gov/businesses/corporations/foreign-account-tax-compliance-act-fatca
Learn about FATCA reporting requirements for U.S. taxpayers with foreign financial assets and foreign financial institutions.
United States income tax treaties – A to Z
https://www.irs.gov/businesses/international-businesses/united-states-income-tax-treaties-a-to-z
Access U.S. income tax treaties by country and review treaty-based tax rates, exemptions, and provisions.
Individual taxpayer identification number (ITIN)
https://www.irs.gov/tin/itin/individual-taxpayer-identification-number-itin
Learn about ITIN eligibility, application and renewal requirements, and its use for U.S. federal tax purposes.
Canada – Tax treaty documents
https://www.irs.gov/businesses/international-businesses/canada-tax-treaty-documents
Access the Canada–U.S. Income Tax Treaty, protocols, and technical explanations governing cross-border taxation between Canada and the United States.
US-Canada Currency Exchange Rates (Bank of Canada)
https://www.bankofcanada.ca/rates/exchange/
Access Bank of Canada daily, monthly, and annual exchange rates and historical foreign exchange data.