CPAET Free Download: Political Financing Templates & Resources
CPAET supports Political Financing Filing and Audit in Canada. Browse our free, expert-vetted templates and guides designed for Financial Agents/Official Agents, CFOs, and Third Parties to improve recordkeeping, stay organized, and prepare a clean reporting package for filing or audit.
The 3 Levels of Canadian Elections
A quick guide to Canada’s three levels of elections—federal, provincial/territorial, and municipal—explaining who is responsible for what, who can run, and the key financial roles involved in a campaign.
Voter’s Rights & Representative Roles
A practical, plain-language guide to voter rights and representative responsibilities in Canada—plus a quick breakdown of what federal, provincial/territorial, and municipal elected officials do.
What is Political Financing?
A practical, plain-language guide to voter rights and representative responsibilities in Canada—plus a quick breakdown of what federal, provincial/territorial, and municipal elected officials do.
Political Entities & Key Financial Roles
A plain-language overview of common political entities (Candidate, EDA, Party, Leadership/Nomination, Third Party) and the key financial roles responsible for compliance.
Political Financing Checklist
A practical weekly checklist to keep political financing records organized—covering setup, contributions, expenses, fundraising events, bank reconciliation, and audit readiness.
Federal Candidate First 30 Days Checklist
A week-by-week starter checklist for federal candidates and Official Agents— so you can protect your campaign from day one.
Digital Naming & Filing Protocol
A simple campaign record-keeping standard that shows how to name and file receipts the same way every time—so you can find any transaction in seconds and stay audit-ready.
Political Financing Transaction Ledger
A ready-to-use Excel transaction ledger for political financing, track contributions and expenses in one place with clear categories, notes, and supporting documents to stay filing/audit ready.
Eligible vs. Ineligible Contributor
A quick federal-election reference showing who can and cannot contribute to political entities, plus key red flags and annual contribution limits for Financial Agents.