2023 Tax Resources

If you are a Returning Client, please review the following section carefully and download the applicable documents that applies to your 2023 tax situation.

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1. Has your family / marital situation changed in 2018 or did you move to a new place or job. If you did please download this info form and give us your updated information.

Client Updated Info

2. Audit Protection Service 2018 – We highly recommed that you subscribe to our CRA Audit Protection Service 2018. CRA has upto six years to Audit you. Our Audit Protection Service will support you against basic CRA Audit without any additional cost in the future. Beside that you will have access to our tax expertise all through the year, without any additional cost. This can save you thousands of dollars in expert advise and Audit fees.

Sign Up for Audit Protection Service

3. Business Expense 2018 – Did you run a business or home based independent or networking business in 2018? Then please download the excel file and file out all applicable rows with expense information of your business. It has report column by month. If you do not want to report by month then only fill the DEC column with your 12 months Expense/Income Total.

Business Expense Schedule

4. Car Expense – If you want to claim car expense as part of your business expense please download this form and fill out all the information as detail and accurately as possible. Without these information we will not be able to claim Car Expense for you. Also, Please make sure that you have detailed travel log of your business related travel. If you are claiming two or more cars for your business travel, please fill one form for each car. Correct information in this form will help you to save thousnads of dollars in taxes.

Car Expense Claim Schedule

5. Home Office Expense – Did you work your business from a part of your home. This is little bit tricky. If you own the home, it is adviseable not to claim home office expense. The reason is complicated. If you rent the home then we suggest you claim home office expense to move some of your rental expense to your business which is allowed by the Income Tax Act. It is advisable not to claim more than 20% of your home expense to home office. Fill out the following form with as much detail information as possible.

Home Office Expense Claim Schedule

6. Rental Income Worksheet – Do you have a property that you rent and have rental income. Rent is a Taxable Income. Pleade download and fill out the following form and fill it out in as much detail as possible so that we can maximize your tax benefit from your Rental Income and Expense.

Rental Income Reporting Schedule

7. Direct Deposit Info – Do you want to get your Tax refund faster and only in few days? Have you already signed up for the CRA Direct Depost Program. Thumbs Up! If you have not you can download this form and fill out your information and your financial institute information and we can help you sign up for CRA Direct Depost Program.

Direct Deposit Request Form

8. Our Billing Schedule – We are often asked before getting any information from the client that how much it will cost to work with us. It is quite impossible to quote a price without knowing any information about the tax payer and the work that will involve. But we want to give you an approximate idea of our billing schedule of most common worksheet and schedules. You can review the information from this link below.