Modèles
Guides, notes et modèles des associés de Nimble & Cross, sur l’incorporation, la banque, la fiscalité et le financement.
Filtrer le répertoire [ 1 ]
Guides, notes et modèles
- [ TEMPLATE ]2026-11-05 · 4.1 KB[ OPEN ]
Personal tax rates for 2026
The tax you pay on your next dollar of income in each province for 2026, with the federal brackets and credits, RRSP and TFSA limits, and the CPP, QPP and EI figures you plan around.
> read_file.sh█ - [ TEMPLATE ]2026-11-05 · 4.3 KB[ OPEN ]
Corporate tax rates for 2026
Combined federal and provincial corporate tax rates for 2026, the small business limit in each province, and how much tax you put off by leaving profit in your company.
> read_file.sh█ - [ TEMPLATE ]2026-08-21 · 0.9 KB[ CLIENTS ONLY ]
The buy-sell agreement family businesses draft too late
Deciding who runs the business next should not wait for a health scare or a falling-out. Here is the structure agents put in place while every partner is still at the table.
> read_file.sh█ - [ TEMPLATE ]2026-08-08 · 0.9 KB[ CLIENTS ONLY ]
Invoice Follow-Up Sequence Template
Most overdue invoices go unpaid because the tone escalates too early or too late. Here is the day-by-day sequence agents send from first reminder to formal demand, and what triggers each stage.
> read_file.sh█ - [ TEMPLATE ]2026-08-04 · 0.9 KB[ CLIENTS ONLY ]
OpCo Treasury Sweep Threshold Worksheet
Sweep too aggressively and you strip the OpCo of working capital. Here is the baseline agents hold back before anything moves upstream.
> read_file.sh█ - [ TEMPLATE ]2026-08-04 · 0.9 KB[ CLIENTS ONLY ]
SR&ED Technological Uncertainty Narrative Template
Most rejected SR&ED claims fail on the narrative, not the math. Here is the structure agents draft from your commit history.
> read_file.sh█ - [ TEMPLATE ]2026-08-04 · 0.9 KB[ CLIENTS ONLY ]
Transfer Pricing Documentation Template
Intercompany transfers need contemporaneous documentation, not a retroactive explanation. Here is what agents generate before the wire moves.
> read_file.sh█ - [ TEMPLATE ]2026-08-04 · 0.8 KB[ CLIENTS ONLY ]
Year-End Ledger Reconstruction Checklist
A framework for matching bank feeds to categorized transactions when twelve months went unreconciled.
> read_file.sh█ - [ TEMPLATE ]2026-08-04 · 0.9 KB[ CLIENTS ONLY ]
Cross-Border Contractor Agreement Template
A localized employment framework that gets a contractor or employee paid correctly in their own country, without a new entity behind it.
> read_file.sh█