Resources
Resources for working with Caldex.
Send information securely and find practical guides for working with Caldex.
- Open form
Complete your onboarding form
For people Caldex has asked to onboard. Tell us about your business and the support you need.
- Open upload
Upload documents
Send requested files with your client number, upload code, or onboarding reference.
- Read guide
Authorize Caldex with CRA
Connect Caldex Financial Services Ltd. to your CRA business account with the required scope and access level.
- Read guide
How to make a CRA payment
Step-by-step instructions for paying corporation income tax (T2), GST/HST or payroll source deductions through CRA My Payment.
- Read guide
New client checklist
What to have ready before an accounting relationship starts.
If you have not spoken with Caldex, book a free consultation first.
Do not send documents, CRA notices, banking details or identifiers through the consultation form or ordinary email. Use the secure upload page only when Caldex has requested files and provided the required number or code.
Have a question these guides don't answer?
Book a free consultation and we'll talk it through in the context of your business.
General information only, not advice for your situation. Confirm details against your own CRA account.