
2011 tax year FEES
PERSONAL INCOME TAX SINGLE (INCLUDES E FILE) Includes HST $44 PERSONAL INCOME TAX COUPLE (INCLUDES E FILE) includes HST $80 BUSINESS INCOME TAX (PROPRIETORSHIP Only)INCLUDES T2125 AND E FILE includes HST $125 ADDITIONAL CHARGES TO PREPARE YEAR END DATA $27.50/HOUR
Checklist for Income Tax THINGS THAT WE NEED FROM YOU:
Last year's Notice of Assessment/
If you are a new client, include your copy of last years return
Any reassessments from other years( if you have any)
Any tax installment receipts
Detail if any changes to personal status, marriage, divorce, births,deaths, disabilities,etc
Any Income slips such as: T4 (employment) T4A (commissioned and self employment) T4E (employment Insurance) T4A(P) (Canada Pension Benefits) T4OAS (old age security) T4RIF (Registered Income Fund) T4RSP (retirement savings plan income)
T5 (investment income)
T3 (income from trusts)
T5007 (workers compensation/social assistance payments)
Spousal support received
Slips for personal deductions or credits: RRSP contributions , RRSP home buyer or education withdrawalsCharitable donations ,Medical Receipts,Professional dues/union dues ,Safety Deposit box fees, Political contributions receipts,Property taxes/rent paid and to whom , Student tuition fees /education amount ,Student loan interest, Spousal Support payments, Moving expenses (and new and old address)
Dependent information (children, new spouse, elderly parents) their income if claiming as dependant
Child care expenses
Sole Proprietor Business Income: Revenue and expenses for the year. (completed year end)
New Assets, did you buy anything for your business to earn income?
Business use of home – square footage used/total square footage of home, Total of Utilities,taxes,mortgage interest etc -
Business use of personal vehicle – total mileage driven and total for business use/ you must have a mileage log