Personal Income Tax
For our Personal Income Tax Checklists, select from the following:
Use the above for entry directly onto the electronic Adobe Form.
The form will open in a new window tab.
Use the above to download the Adobe Print Form, which you can complete using a dark pen.
The form will open in a new window tab.
**We are updating our Forms: Please call our office 604-463-8202 (Click to Dial Now) or SMS/Text/MMS us at 604-813-3539 (Click to SMS/Text/MMS Now) to request this form. We expect all forms to be updated by March 03, 2024.
From Bank Interest to Dividends to Capital Gains/Losses, select from the following for our Investments Checklists:
Select the above to entering investment details directly into the Adobe Form.
(The above will open in a New Window – Tab)
Select the above for downloading, printing the Adobe Paper and using a dark pen to complete..
(The above will open in a New Window – Tab)
**We are updating our Forms: Please call our office 604-463-8202 (Click to Dial Now) or SMS/Text/MMS us at 604-813-3539 (Click to SMS/Text/MMS Now) to request this form. We expect all forms to be updated by March 03, 2024.
If you have Rental Properties, select from the following buttons for the Rental Income Checklist:
Select the above to enter Rental Income information directly into the Adobe Form.
(The above will open in a New Window – Tab)
Select the above for downloading, printing the Adobe Paper and using a dark pen to complete..
(The above will open in a New Window – Tab)
If you have Self-Employment Income, select from the following buttons for the Self-Employment Checklist:
Select the above to enter Self-Employment information directly into the Adobe Form.
(The above will open in a New Window – Tab)
Select the above for downloading, printing the Adobe Paper and using a dark pen to complete..
(The above will open in a New Window – Tab)
**We are updating our Forms: Please call our office 604-463-8202 (Click to Dial Now) or SMS/Text/MMS us at 604-813-3539 (Click to SMS/Text/MMS Now) to request this form. We expect all forms to be updated by March 03, 2024.
Employment expenses include the following types:
- Working From Home
- Use of Your Automobile for Employment
- Other Employment Expenses
If the employer you work for is registered for GST (for example, collects GST on sales invoices), then please have the employer's GST Account Number available, as this is required in order for you to benefit from receiving the GST refund on your GST applicable Employment Expenses.
Continue with selecting the following forms:
Your employer is required to complete the Employment Declaration (Form T2200) for each calendar year.
Continue by selecting either:
Select the above to enter information directly into the Adobe Form.
This Adobe Form will open in a new window – tab.
Select the above to download and print the Adobe Print copy.
This Adobe Form will open in a new window – tab.
If you are working from Home in the regular course of employment, you may be able to have a claim for the Use of Home Expenses (Form T777S).
Continue by selecting either:
Select the above to enter information directly into the Adobe Form.
This Adobe Form will open in a new window – tab.
Select the above to download and print the Adobe Print copy.
This Adobe Form will open in a new window – tab.
Use this form for the recording of your employment expenses (other than Working from Home).
Continue by selecting either:
Select the above to enter information directly into the Adobe Form.
This Adobe Form will open in a new window – tab.
Select the above to download and print the Adobe Print copy.
This Adobe Form will open in a new window – tab.
**We are updating our Forms: Please call our office 604-463-8202 (Click to Dial Now) or SMS/Text/MMS us at 604-813-3539 (Click to SMS/Text/MMS Now) to request this form. We expect all forms to be updated by March 03, 2024.
We have a large library of Personal Income Tax Checklists to assist you in preparing for your Personal Income Tax Appointment, (or you can save Tax preparation fees by sending in your Personal Income Tax Information to our office).
Continue by Selecting the following button to open our Personal Income Tax Checklist page (in a New Window – Tab):
Personal Financial Planning
This fact-finding tool mirrors the data entry screens of the RazorPlan program and collects all of the data needed to create a complete financial plan.
Select the following links for the Complete Financial Planning Questionnaire:
Select the above to entering investment details directly into the Adobe Form.
(The above will open in a New Window – Tab)
Select the above for downloading, printing the Adobe Paper and using a dark pen to complete..
(The above will open in a New Window – Tab)
Use this questionnaire to compile monthly or annual incomes and expenses. The Budget Planner form will collect information about sources of income and detailed expense categories, including customizable categories which our firm then can use within your financial planning.
Use the above for entry directly onto the electronic Adobe Form.
The form will open in a new window tab.
Use the above to download the Adobe Print Form, which you can complete using a dark pen.
The form will open in a new window tab.
Corporate Downloads
Select the following links for our Corporate Year-End Checklist:
Use the above for entry directly onto the electronic Adobe Form.
The form will open in a new window tab.
Use the above to download the Adobe Print Form, which you can complete using a dark pen.
The form will open in a new window tab.
Select the following links for the Complete Financial Planning Questionnaire:
Select the above to entering investment details directly into the Adobe Form.
(The above will open in a New Window – Tab)
Select the above for downloading, printing the Adobe Paper and using a dark pen to complete..
(The above will open in a New Window – Tab)