Imagine Canada: Charity Tax Tools, Record-keeping

Information about keeping your charity's financial and governance books and records, recording transactions, and preparing financial statements and other reports, including the Canada Revenue Agency's (CRA's) T3010.

Public Legal Education and Information Service of New Brunswick: Welcome Aboard, Resources for Board Members, Staff and Volunteers in the Charities Sector

Includes a DVD and guidebook to help individuals better understand the roles and responsibilities of board members, executive directors and volunteers; some of the material will be relevant to books and records. This is a bilingual resource.

Capacity Builders: Charity Law Information Program (CLIP) Resources

Includes materials from workshops and webinars on such topics as: T3010, Financial and internal controls, How to read a financial statement, Practical advice on maintaining adequate books and records, and Financial management for non-financial people. Also includes an Annotated T3010B form.

The Charities File: On Board: Treasurer’s Chest tip sheets

Includes information about linking expense account information to T3010 reporting line items and determining which expenses go into which category

The Charities File: On Board: Ten Practices for Managing your Charitable Status Infosheets

Includes information about the T3010 as well as books and recordkeeping in general

CharityVillage: Research Articles – Organizational Management – Legal issues

Includes a wide range of topics related to managing charities many of which are relevant to keeping adequate books and records.