Incorporation Checklist
Every step of incorporating in Canada, in seven stages, federally or in any province or territory. Each item tagged with whether it comes from the statute, the registry, the CRA, or practice.
Free to use · no account needed
The Toolbox.
Small, self-contained tools for the parts of incorporating and running a Canadian corporation that are easy to get wrong and expensive to fix late. They run in your browser, they don't ask who you are, and they cite where every requirement comes from.
What's in it.
Roughly the order you meet them: incorporate, open the tax accounts, settle how the owners will run the company if there is more than one of you, and, if you're a licensed real estate registrant, check that the articles you already hold still stand up.
CRA Accounts & First-Year Tax
Picks up once you hold the Certificate of Incorporation: which CRA accounts a new corporation needs, when each one is triggered, and the thresholds that decide it.
Shareholder Agreements
For a corporation with more than one owner. A free red-flag self-check scores where your ownership arrangements are exposed, entirely in your browser. The engine that reads an existing agreement clause by clause is in early access.
Personal Real Estate Corporations
For licensed real estate salespeople and brokers, whose articles have to satisfy conditions ordinary corporations don't. Includes a free Articles Health Check that rates your existing articles.
PREC Articles Health Check
Upload articles you already hold and get a Red, Yellow, or Green rating against the PREC conditions in O. Reg. 536/20 and the tax considerations under the Income Tax Act, clause by clause. Runs in your browser.
Capital Toolkit is an automated service. It provides general information, not legal, tax or accounting advice, and it does not replace your own lawyer or accountant. Have a qualified professional review any document before you rely on it, sign it or file it.
Rules, fees, and thresholds change, and every situation has details a checklist can't see. Each tool links the official source behind its items so you can confirm the current requirement, and anything specific to you belongs with your own lawyer and CPA.
Why these are free.
Every one of these tools encodes something an accountant would otherwise explain from scratch, on the clock, to each new client, and would rather spend that hour on the questions that actually need judgment.
Nothing you enter is sent to us. The tools keep their state in your own browser, so you can work through one across several sittings without an account existing anywhere.
If you'd rather have it done.
The tools above stay free. Having your articles drafted, amended, or a new corporation incorporated with the right structure built in from the start is a paid engagement, quoted in full before any work begins. We prepare the documents, you confirm your own lawyer has reviewed them before anything is filed. There is also a yearly subscription, open to any corporation whether or not we did your articles, that tells you when a change means your articles need updating.