TAX
SERVICES
Personal and Small Proprietor Taxes
Filing your taxes with a professional ensures your deductions are maximized and more money is staying with you. Before you visit Byrne The Books at tax time, ensure you have all the forms, documents and receipts you need.
Here is a handy checklist to help!
| ♢ Charitable donation receipts | ♢ T2200 (employment expenses) |
| ♢ Child care expenses | ♢ T2202a (tuition receipts) |
| ♢ Last year's "Notice of Assessment" | ♢ T3 (trust income) |
| ♢ Medical Expenses (paid out of pocket) | ♢ T4 slips |
| ♢ Moving expenses | ♢ T4A (pensions, CPP, OAS) |
| ♢ Previous year's tax return (new clients) | ♢ T4E (unemployment insurance benefits) |
| ♢ Property tax receipts | ♢ Union and professional dues |
| ♢ Rent paid | |
| ♢ Rental income and expenses | |
| ♢ RRSP contributions | |
| ♢ RRSP/RIF | |
| ♢ Self-employment income and expenses |
📄 Printable Version
There are other forms and receipts you may require. If you're unsure, contact us to help!
TAX
SERVICES
Personal and Small Proprietor Taxes
Filing your taxes with a professional ensures your deductions are maximized and more money is staying with you. Before you visit Byrne The Books at tax time, ensure you have all the forms, documents and receipts you need.
Here is a handy checklist to help!
| ♢ Charitable donation receipts |
| ♢ Child care expenses |
| ♢ Last year's "Notice of Assessment" |
| ♢ Medical Expenses (paid out of pocket) |
| ♢ Moving expenses |
| ♢ Previous year's tax return (new clients) |
| ♢ Property tax receipts |
| ♢ Rent paid |
| ♢ Rental income and expenses |
| ♢ RRSP contributions |
| ♢ RRSP/RIF |
| ♢ Self-employment income and expenses |
| ♢ T2200 (employment expenses) |
| ♢ T2202a (tuition receipts) |
| ♢ T3 (trust income) |
| ♢ T4 slips |
| ♢ T4A (pensions, CPP, OAS) |
| ♢ T4E (unemployment insurance benefits) |
| ♢ Union and professional dues |
📄 Printable Version
There are other forms and receipts you may require. If you're unsure, contact us to help!
