Client Reference Materials
The following documents are worksheets and templates available for our clients in order to help prepare for personal tax filing. Please use the following templates when preparing your personal tax information as a guide. If you require any help or have any questions please contact the office at 250-474-4243.
Personal Tax Information & Checklist
Self-Employment Income Worksheet
Business Use of Home Worksheet
Principal Residence Sale Reporting
Employment Expenses/Commission Based Employee Expenses
(only if have valid T2200 Form Signed by Employer)
New Corporate Client Information Sheet
