Finlay & Associates: Taxation
Small Business & Personal Tax Services
- Personal income taxes (Federal & All Provinces)
- Self-employed returns
- Sole proprietorship & partnerships
- Capital gains and investment income
- Rental property income
- Prior year tax returns
- Tax planning & strategies
Corporate services
- T2 Corporate Tax Return Preparation
- Monthly and Quarterly Bookkeeping
- Corporate Year End Preparation
- Financial Statement Preparation
- HST return preparation
- Tax planning & strategies
- Cost reduction strategies for small business
Efile Services available for all returns.
What documents that you may need to file your personal tax return:
Slips:
- Canada Pension Plan Benefits (T4AP)
- Employment Insurance Benefits (T4E)
- Employment: Year-to-Date Pay Stubs If No T4 Issued (T4)
- Investment Income: Interest, Dividends, Capital Gains (T3 & T5)
- Old Age Security Pension (T4OAS)
- Other Pensions and Annuities (T4A)
- Registered Income Fund Pension Income (T4RIF)
- Registered Retirement Savings Plan Contributions (RRSP)
- Registered Savings Plan Income (T4RSP)
- Social Assistance or Workers Compensation Income (T5007)
- Tuition, Education, Textbook Amounts (T2202A)
- Universal Child Care Benefits (RC62)
Receipts:
- Adoption Expenses
- Automobile Expenses
- Carrying Charges
- Charitable Donations (up to 5 years)
- Child Care Expenses
- Child or Spousal Support
- Children’s Fitness Receipts
- Home Renovation Receipts
- Interest Paid on Student Loans
- Interest paid to Earn Investment Income
- Medical Expenses (e.g., dental, prescriptions, eyewear, doctors fees, med insurance premiums)
- Moving Expenses
- Political Contributions
- Public Transit Receipts
- Rent or Property Taxes
- Safety Deposit Box Fees
- Tool expenses for Tradespersons
- Travel Expenses
- Union Dues or Professional Fees
- Workspace-in-Home Expenses
Other Documents That May Be Required:
- Business or Professional Income and Expenses
- Canada Revenue Agency Notices, Letters, Correspondence
- Claim for Meals and Lodging (signed by employer) (TL2)
- Court Order or Separation Agreement
- Declaration of Conditions of Employment (filled out and signed by employer) (T2200)
- Details of Purchases and Sale of Investments (stocks, bonds) or Real Estate
- Disability Tax Credit Certificate (filled out by physician) (T2201)
- Northern Residence Deduction Particulars
- Notice of Assessment and Re-Assessment for Last Year
- Rental Property Income and Expenses