Call Us Message Us
2026 EDITION | FREE GUIDES

Free tax guides for Canadians

Every cheat sheet from the daily tax tips, in one place. Grab the one-pager in seconds, or get the full guide free by email.

9 free guides and growing | Updated for the 2026 tax year

JUMP TO A TOPIC

Tax basics Employees Students & families Small business Year-end & records

Tax basics

TAX BASICS

Tax Brackets & Marginal Rates

How 2026 federal and provincial brackets work, and why a raise never lowers your take-home pay.

▶ Pairs with daily tips #1, #6 and #7

CHEAT SHEET SET

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

TAX BASICS

Deductions vs. Credits

What lowers your taxable income, what cuts your tax dollar for dollar, and which credits pay cash back.

▶ Pairs with daily tips #8 and #9

CHEAT SHEET SET

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

Employees

EMPLOYEES

Teacher & ECE Supply Credit Log

A fillable log and sample employer certificate for the refundable school supply credit.

▶ Pairs with daily tips #15

FILLABLE LOG

⬇ Fillable log (PDF)

EMPLOYEES

Employment Expenses

Work from home, vehicle, moving, union dues and tradesperson tools: what employees can write off.

▶ Pairs with daily tips #16-20

CHEAT SHEET SET

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

Students & families

STUDENTS & FAMILIES

Student & Family Taxes

Tuition credits and transfers, single-parent relief, child care and the Canada Child Benefit.

▶ Pairs with daily tips #11-13 and #26-30

CHEAT SHEET SET

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

STUDENTS & FAMILIES

Canadian Dental Care Plan

Who qualifies for the CDCP, how family net income is tested, and what to check before you apply.

▶ Pairs with daily tips #14

CHEAT SHEET SET + CHECKLIST

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

Also: Fill-in eligibility checklist (PDF)

Small business

SMALL BUSINESS

Sole Prop vs. Corporation

Write-offs, structure, and salary vs. dividends for Canadian small business owners.

CHEAT SHEET SET

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

Year-end & records

YEAR-END & RECORDS

CRA Audit-Proofing

Which records to keep, for how long, and how to make every claim hold up in a CRA review.

▶ Pairs with daily tips #10

CHEAT SHEET SET

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

YEAR-END & RECORDS BEFORE DEC 31

Year-End Tax Moves

Dec 31 deadlines for donations, tax-loss selling, FHSA and RRSP timing before the year closes.

▶ Pairs with daily tips #21-25

CHEAT SHEET SET

⬇ One-page cheat sheet (PDF)

✉ Full 4-page guide (free by email)

ON THE WAY

Coming soon

New trackers and checklists land as the daily tips roll out.

FILLABLE TRACKER

Work-From-Home T2200 Expense Tracker

Log home office costs and square footage through the year, ready for the detailed method.

FILLABLE LOG

Vehicle Mileage Logbook

A CRA-ready trip log with a per-km calculator for work driving.

CHECKLIST

Tradesperson Tool Write-Off Checklist

What counts toward the tradesperson tools deduction and the receipts to keep.

Need help with your own return?

Jon the Tax Guy shares general tax education, so these guides can't cover your personal situation. For tax preparation, bookkeeping and business advice, Jon works with clients through Pinnacle Accounting & Finance.

Visit pinnacleaf.ca →jon@pinnacleaf.ca

Want a tax tip every day?

Bite-sized Canadian tax breakdowns, filing tips and free guides:

@jonmcinnis TikTok@TaxGuyCA Instagram, YouTube, LinkedIn, Facebook

Content provided is for educational and informational purposes only and does not constitute formal tax or professional accounting advice. Guides reflect 2026 federal rules as of November 2026. Rates, limits and line numbers change, so confirm with the CRA or a tax professional before you file.

Request an Appointment