705-325-0094

We are a small business that understands small business needs.

Useful Links

2023 Personal Tax Checklist (PDF)

2023 Personal Tax Checklist (Word)

Canada Revenue Agency (CRA) https://www.canada.ca/en/services/taxes.html

Some links to useful information on the CRA website:

CRA Online Services https://www.canada.ca/en/revenue-agency/services/e-services/cra-login-services.html

Direct Deposit https://www.canada.ca/en/revenue-agency/services/about-canada-revenue-agency-cra/direct-deposit.html

Foreign Property Information https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/information-been-moved/foreign-reporting/foreign-income-verification-statement.html

RRSP https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/rrsps-related-plans/registered-retirement-savings-plan-rrsp.html

Tax Free Savings Account (TFSA) https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/tax-free-savings-account.html

Seniors https://www.canada.ca/en/revenue-agency/services/tax/individuals/segments/changes-your-taxes-when-you-retire-turn-65-years-old.html

Canadian Residents Going Down South https://www.canada.ca/en/revenue-agency/services/tax/international-non-residents/canadian-residents-going-down-south.html

Persons with Disabilities https://www.canada.ca/en/revenue-agency/services/tax/individuals/segments/tax-credits-deductions-persons-disabilities.html

Students https://www.canada.ca/en/revenue-agency/services/tax/individuals/segments/students.html

Self Employed Individuals https://www.canada.ca/en/revenue-agency/services/tax/businesses/small-businesses-self-employed-income.html

What To Do When Someone Dies https://www.canada.ca/en/revenue-agency/services/tax/individuals/life-events/what-when-someone-died.html

Deceased Taxpayers https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/t4011.html

Reporting the Sale of Your Principal Residence https://www.canada.ca/en/revenue-agency/programs/about-canada-revenue-agency-cra/federal-government-budgets/budget-2016-growing-middle-class/reporting-sale-your-principal-residence-individuals.html

Home Office Expenses for Employees https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/line-229-other-employment-expenses/work-space-home-expenses/calculate-expenses.html

T2200 Declaration of Conditions of Employment https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t2200.html

How to tell you’ve been contacted by the CRA https://www.canada.ca/en/revenue-agency/news/newsroom/tax-tips/tax-tips-2021/how-to-tell-youve-been-contacted-by-the-cra-and-what-to-do-if-you-are.html

First Home Savings Account (FHSA) https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/first-home-savings-account.html

Mutigenerational Home Renovation Tax Credit https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/multigenerational-home-renovation.html

6 West Street North, Suite 300, Orillia, Ontario, L3V 5B8

Phone 705-325-0094 Fax 705-325-0097