Worksheets

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.

​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.

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.

The Personal Tax Organizer serves as a structured guide to help you gather and document essential personal and financial data required for your 2024 tax filing. By completing this organizer, you can ensure that no critical information is overlooked, thereby optimizing the accuracy of your tax return.