Tax Returns

We prepare personal and corporate tax returns, and all associated forms, for all types of businesses. We also provide financial statement preparation for corporations, personal business, farms, partnerships and not for profit agencies.

COMMON TAX RETURNS

We prepare the following returns which have the following deadlines:

T1’s (personal taxes) DUE APRIL 30, 2010
T2’s (federal corporate taxes) DUE 6 MONTHS AFTER YEAREND DATE
AT1’s (provincial corporate taxes) DUE 6 MONTHS AFTER YEAREND DATE
GST returns DUE 1 MONTH AFTER QUARTER, OR 3 MONTHS AFTER YEAREND FOR ANNUAL RETURNS

WHAT WE NEED

1) In order to file your personal taxes effectively we need the following information:
All slips such as T3, T4, T4A, T4A(OAS), T4A(P), T4E, T4PS, T4RIF, T4RSP, T5, T10, T2200, T2202, T101,
T1163, T1164, TL11A, B, C & D, T5003, T5007, T5008, T5013, T5018

2) Details of other income for which no slips have been received such as:

• Other employment income(including stock option plans and Election Form T1212)

• Business income

• Partnership income

• Rental income

• Alimony, separation allowances, child maintenance

• Pensions (certain pension income may now be split between spouses)

• Interest income earned but not yet received – ex. Canada Savings Bonds, Deferred Annuities, Term Deposits, Treasury Bills, Mutual Funds, Strip Bonds, Compound Interest Bonds

• Professional fees

• Director fees

• Scholarships, fellowships, bursaries

• Replacement properties acquired

3) Details of other expenses such as:

• Employment related expenses – Provide Form T2200 – Declaration of Conditions of Employment

• Tools acquired by apprentice vehicle mechanics

• Business and employment purchases like vehicles, supplies, etc.

• Interest on money borrowed to purchase investments

• Investment counsel fees

• Moving expenses – including costs of maintaining a vacant former residence

• Child care expenses

• Alimony, separation allowances, child maintenance

• Safety deposit box fees

• Accounting fees

• Pension plan contributions

• Film and video production eligible for tax credit

• Mining tax credit expenses

• Business research and development

• Medical Expenses (including Travel, Rx official receipts required)

• Education expenses

• Home renovation expenses

• New home purchase

• TL2-supplies ex. Cell phone, tools, also need T2200 signed

• Public Transit (Bus Pass)

• Child Fitness receipts

• Interest on student loans

• UCCB

• Political contributions

• If you have left the country the dates that you left and the dates that you re-entered Canada