Worksheets

Please take advantage of us, and use these free resources, to help you prepare your tax information for the current tax year. Tell your friends.

Business Income and Expense Worksheet

for self-employed individuals

Are you a self-employed contractor or other unincorporated business? Please feel free to use our Business Income and Expenses Worksheet to compile your business income and expenses for the year. Once you've entered your information, the Excel spreadsheet can easily be sent to us to help us prepare your personal tax return which includes your business. ​ If you are a GST/HST Registrant, these worksheets will help you summarize your GST or HST data for quarterly and annual report filings.
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Employment Expenses Worksheet

for employees (T4 slip) eligible to claim Employment Expenses

​Many people are employed by someone else, but in the course of their employment activities incur expenses that are directly related and connected to the earning of their income. If this is you, and you are not reimbursed for some or all of those expenses, please feel free to use our Employment Expenses Worksheet to compile your allowable employment expenses for the year. Send the completed form to us to help us prepare your personal tax return and to claim the expenses that you are entitled. You will also need to obtain and send us Form T2200 Declaration of Conditions of Employment, completed and signed by your employer.
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Rental Income and Expense Worksheet

​for individuals or couples who own a rental property or rent out a portion of their principal residence

If you own a rental property, or if you rent out a portion of your own home, please use the Rental Income and Expenses Worksheet to compile your income and expenses for the year. Once you've entered your information, the Excel spreadsheet can easily be sent to us to help us prepare your personal tax return which includes your rental property activities.
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