Documents

Income Tax Returns Documentation – General

*Available to all categories

T4
T4A
T4A (P)
T4 (OAS)
T4E
T3
T5
T5008 (CAPTIAL Gain/Loss)

Deductions – Refunds on your income tax

*Available to all categories

T2202 (Tuition Schedule)
T2201 (Disability Credit)
Charitable Donations
Medical Expenses
Rent Receipt
RRSP (slips)
Dependent Info (Kids/Spouse)
Caregiver Amount (Parent/Grand Parent/Kids/Spouse)
Daycare Expense
Pension Splitting

Commissioned Agents

T4’A
Business Expenses (Purchase, Utilities etc.)
Home & Office Expenses
Auto Expenses
GST/HST

Janitorial Services

Billings
Business Expenses (Purchase, Utilities etc.)
Auto Expenses
Capital Expenses
GST/HST

Restaurant/Caterer/Food Business

Cash Register Tapes
Credit Card/Internal Statement
Business Expenses (Purchase, Utilities etc.)
Auto Expenses
Capital Expenses
GST/HST

Consultant

Billings
Business Expenses (Purchase, Utilities etc.)
Auto Expenses
Capital Expenditure
GST/HST

Retail Business

Cash Register Tapes/Computer System Sales Summary
Credit Card/Internal Statement
Business Expenses (Purchase, Utilities etc.)
Auto Expenses
GST/HST

Internet Business

Billings (Paypal, Online Work, etc.)
Business Expense (Utilities, Purchases, etc.)
Auto Expenses
Home Expenses
Capital Expenses
Individual Income Tax Documentation T4’s etc.
GST/HST

Trades/Contractors

T5018 (Revenue)
Billings
Business Expense (Purchase, Utilities, etc.)
Auto Expenses
Capital Expenses
Home Expenses
Individual Income Tax Documentation T4’s etc.
GST/HST

What is HST/GST?

Generally speaking this the net of Tax collected minus Tax paid on supplies Payable/ Receivable to CRA provided one is registered have a 9 digit # RT0001

Registrations

Generally speaking once a threshold of $30000/year of Sales/ Revenue is reached one is obligated to Register. Circumstances may result in registering even if one has not reached the $30000 threshold.

HST/GST Questions

Question on registering, de-registering, quick method or detailed method or general clarification call or email.

30th April Deadline for Individuals Tax Filing & Payment

June 15th Deadline for Self Employed, Small Business and Commissioned Individuals, However Tax Payment deadline is April 30th.