To help you prepare for your visit you can download the information worksheet listing all the information required to complete your tax return quickly. All you need to do is total your receipts and record the amounts on the worksheet. If you don’t know how to classify some expenses or invoices, don’t worry. Itemize unknown amounts under ‘other’ with a brief description. We’ll do the rest. To help us and you speed up your income tax preparation, you can fax or email your worksheet to us so that our staff can begin working on your file in advance. This can reduce your wait time once you arrive at our office. This "homework" is designed to accelerate preparation of your tax return and help reduce cost.
BUSINESS / SELF-EMPLOYMENT WORKSHEET
Self-Employed or Small Business clients are required to fill out our worksheet for faster and more efficient return processing.
Anyone required to pay for employment expenses and car expenses is requireD to complete the T2200, Declaration of Conditions of Employment. It must be completed and signed by the employer. Your employer is required to complete an EMPLOYMENT EXPENSE WORKSHEET in order to claim these expenses on your tax return.
Copy of this form is available on the CRA documents tab.