Free Resources for BC Business Owners

Practical checklists, rate cards, and trackers — all CRA-compliant and built for British Columbia. Download, use, and keep.

Payroll & HR

CPP & EI Rates Reference Card

2025 contribution rates, maximums, CPP2 thresholds, and remittance due dates by employer type.

BC Overtime & Vacation Quick Reference

Daily and weekly OT rates, 2026 & 2027 stat holidays, vacation accrual rules — ESA compliant.

CRA Key Dates & Deadlines

Annual compliance calendar with penalties — payroll remittances, T4s, GST/HST, WCB, and T2 deadlines.

New Employee Hire Checklist

Before day one through benefits setup — TD1s, WCB, ESA entitlements, and HR policy requirements.

Employee Offboarding Checklist

Final pay, ROE timing, access revocation, benefits cancellation, and T4 — BC ESA compliant.

Contractor vs. Employee Checklist

CRA's 14-factor determination guide — misclassification consequences and CPT1 ruling guidance.

Tax & Compliance

GST/HST Filing Checklist

Quarterly and annual preparation — ITC documentation, Quick Method eligibility, and line-by-line filing guide.

WorkSafeBC Registration Guide

Who must register, step-by-step process, premium rates, Personal Optional Protection, and clearance letters.

New Business Setup Checklist

BC registration, CRA program accounts, WorkSafeBC, banking, insurance, and employer setup — all 7 steps.

Expense Tracking

Vehicle Mileage Log

50-row CRA-compliant log. Total KM and business use % calculate automatically. 3-tab workbook.

Home Office Expense Tracker

T2200/T777 worksheet. Enter your office %, deductible amounts calculate automatically. 3-tab workbook.

Year-End

Fiscal Year-End Close Checklist

Everything your bookkeeper or accountant needs from you — banking, AR/AP, payroll, assets, shareholder items, and CRA notices.

Operational checklists — free download
These two documents are internal workflow tools used by bookkeepers and payroll administrators. Enter your email and we'll send download links directly to your inbox.

Month-End Close Checklist

Standard monthly bookkeeping close procedure — banking, AR, AP, payroll, GST/HST, and financial review.

Payroll Year-End Checklist

Calendar year payroll obligations — December prep, T4/T4A filing, and WorkSafeBC reconciliation.

No spam. One email with your download links. Unsubscribe any time.

Ready to get your books sale-ready?

Open Road works with BC business owners who want clean, verifiable financials — whether you're preparing for sale, scaling up, or just getting organised.

Book a free consultation