Professional Tax and Financial Consultants Providing accounting and financial solutions to businesses and individuals
Type of Income Amount in $ Papers and Documents
A. Employment Income T4 Slip(s)
B. Business Income Please see Part I in page 2
C. Rental Income Please see Part II in page 2
D. Other Income
D1. Trust Income T3 Slip
D2. Pension, Retirement, Annuity & Other Income T4A
D3. Old Age Security T4A (OAS)
D4. Canada Pension Plan Benefit T4A (P)
D5. Retirement Compensation Arrangement T4A (RCA)
D6. Registered Retirement Income Fund T4 RIF
D7. RRSP Income T4 RSP
D8. Investment Income T5
D9. Worker’s Compensation Benefit T5007
D10. Social Assistance Payment T5007

Type of Expense Amount in $ Papers and Documents
E. Medical Expenses All Receipts
F. Childcare Expenses All Receipts
G. Tuition and Education Expenses Receipts or Slip 2202
H. Charitable Donation All Receipts
I. Property Tax Paid Receipt
J. RRSP Contribution Receipts
K. Carrying charges (Moving Expenses) Receipts
L. House Rent (Amount $ per month) Receipts
M. Automobile Expenses Please see Part III in page 2

Complete The following if you are a Business and/or Property Owner
Business Name
Address
Property Name
Address

Item Amount in $ Item Amount in $
Professional Income   Gross Rents
Beginning Inventory Advertising
Purchases Insurance
Sub-contracts/Commission Interest
Ending Inventory Maintenance & Repairs
Advertising & Promotion Management Fee
Bad Debts Motor Vehicle Expenses
Business Tax/Fees/Dues Office Expenses
Freight & Delivery Accounting & Legal Fee
Insurance – Office Property Tax
Interest & Bank Charges Salaries & Wages
Repair & Maintenance – Office Travel
Management & Admin. Utilities
Meals & Entertainment Other Expenses
Office & General Expenses
Accounting & Legal Property Value
Property Taxes Additions
Rent – Office    
Salary & Wages  
Telephone, Fax & Internet  
Travel  
Utilities  
Rented/Leased Equipments  
Other (Please Specify)


PART – III PART - IV PART – III PART - IV

If you used your car for business, and/or If you used a portion of your home as your office, please complete the following.
Own Lease
Lease Amount Total area of home (Sq. Ft.)
Fair market value of car Area used for Business(Sq. Ft.)
Car Expenses: Expenses:
Fuel (gasoline, propane, oil) Heat, Water
Maintenance & Repair Electricity
Car Washes Maintenance
Insurance Insurance
Licence and Registration Property Tax
Other Expense (please specify) Other Expense (please specify)