Finlay & Associates
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