Free Tools for Real Estate Agents | Concept

The money questions every agent asks. Answered with free tools.

Free tax and finance tools for real estate agents, PREC owners and brokerages in Canada. Calculators, checklists and trackers, made by a CPA firm that only works in real estate.

I am and I want to

All tools

Pick one and start.

Each tool shows the province and tax year it covers. Use them as often as you like.

01

Profit Calculator

For agents, PREC owners and team leads

Enter the profit you want. See the GCI, closings and weekly calls it takes.

CalculatorCanada-wide
02

Living Cost Worksheet

For agents, PREC owners and team leads

Add up your living costs. See what you need each year, after tax.

ExcelCanada-wide
03

PREC Calculator

For agents and PREC owners

See if a PREC saves you tax in Ontario, Alberta or BC.

CalculatorON, AB, BC
04

Tax Deductions Checklist

For agents and PREC owners

Free checklist of the business costs real estate agents in Canada can claim, with common mistakes to avoid.

PDF checklistCanada-wide
05

Receipt Tracker

For agents and PREC owners

Free Excel tracker that sorts an agent’s receipts into 34 tax categories for two tax years.

ExcelCanada-wide
06

CRA Payroll Deductions Calculator

For PREC owners, teams and brokerages

Free CRA tool that works out CPP, EI and income tax on a pay cheque.

CRA toolOutside Quebec
Opens the CRA website
07

RECO Filing Checklist

For brokerage owners

What Ontario brokers of record should have in place before they sign the RECO annual filing.

PDF checklistON
08

Tax Set-Aside Calculator

For agents

See how much of each commission to set aside for tax.

Calculator
Coming soon
09

Salary vs Dividend Calculator

For PREC owners

Compare paying yourself a salary or dividends from your PREC.

CalculatorON, AB, BC
Coming soon
10

CRA Mileage Log Template

For agents and PREC owners

Track your business kilometres through the year in one place.

ExcelCanada-wide
Coming soon

Not sure which tool fits? Talk it through with Hashim.

Book an intro meeting
Cost to useFree

Use any tool as often as you like.

Kept currentEach tax year

Each tool shows the tax year it uses. We check it when rates or rules change.

Want a CPA to look at your numbers?

Book an intro meeting

Questions

Before you start

Want a tool we don’t have yet? Tell us the question you want answered.

Suggest a tool
Are these tools free?

Yes.

Is this tax advice?

No. Each tool is a general guide. Your own tax position depends on facts the tool cannot see. Book an intro meeting if you want advice for your situation.

Which province do the tools cover?

Each tool shows its province. Most work across Canada. The PREC Calculator covers Ontario, Alberta and BC.

How current are the numbers?

Each tool shows the tax year it uses. We check every tool when tax rates or rules change, and at least once a year.

Got your numbers? Let’s talk about what they mean.

In an intro meeting, Hashim looks at your situation and tells you what to do next.

See how we help agents and PRECs.

General guide only. It is not tax advice for your situation.

Book an intro meeting