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PREPARE YOUR TAX INFORMATION 2022

PREPARE YOUR TAX INFORMATION

Are running a small business from home, like an investment property or online sales. I'm here to help. Prepare your tax information for the current tax year.

BUSINESS INCOME AND EXPENSES WORKSHEET - Free Download

for self-employed individuals


Are you a self-employed contractor or other unincorporated business? Please feel free to use our Business Income and Expenses Worksheet to compile your business income and expenses for the year. Once you've entered your information, the Excel spreadsheet can easily be sent to your accountant.

If you are a GST/HST Registrant, these worksheets will help you summarize your GST or HST data for quarterly and annual report filings.


The attached spreadsheets are made available online to provide self-employed individuals with a user-friendly means to accumulate their business income and expense information for the year.


Simply download the appropriate spreadsheet file, open it and begin to enter your data into the applicable rows and columns on the various tabs provided, as they apply to your circumstances. As you enter your information (from your receipts, payments, etc.), the worksheet automatically accumulates your raw data into useful, usable, and informative summaries.


Any use of this file presumes your ability to enter data completely and accurately onto a spreadsheet.

2021.income_and_expenses_ws
.xlsx
Download XLSX • 98KB
2022.income_and_expenses_ws - Copy
.xlsx
Download XLSX • 98KB
2023.income_and_expenses_ws - Copy
.xlsx
Download XLSX • 98KB

Please note: as a result of many requests, we have attempted to make these Income and Expense worksheets accurate for all Canadian provinces and territories. Some anomalies or exceptions may arise.


EMPLOYMENT EXPENSES WORKSHEET - Free Download


Many people are employed by someone else, but in the course of their employment activities incur expenses that are directly related and connected to the earning of their income. If this is you, and you are not reimbursed for some or all of those expenses, please feel free to use this Employment Expenses Worksheet to compile your allowable employment expenses for the year. You will also need to obtain your Form T2200 Declaration of Conditions of Employment, completed and signed by your employer.


for employees (T4 slip) eligible to claim Employment Expenses

If you were employed during the tax year and you were eligible to claim expenses incurred by you during the earning of your income (e.g. salesman, broker, etc.), this spreadsheet may be useful to you to accumulate your expenses for the year.


To ensure your eligibility to claim Employment Expenses you must obtain a completed copy of CRA form T2200 - Declaration of Conditions of Employment. This form is to be completed by your employer (authorized individual) and provided to you for your use in completing your tax return.


It is important that you and your employer be familiar with CRA booklet T4044 - Employment Expenses.


Any use of this file presumes your ability to enter data completely and accurately onto a spreadsheet.

2021.employment_expenses
.xlsx
Download XLSX • 33KB
2022.employment_expenses
.xlsx
Download XLSX • 33KB
2023.employment_expenses - Copy (2)
.xlsx
Download XLSX • 33KB

RENTAL INCOME AND EXPENSES WORKSHEET - Free Download

for individuals or couples who own a rental property or rent out a portion of their principal residence


If you own a rental property, or if you rent out a portion of your own home, please use the Rental Income and Expenses Worksheet to compile your income and expenses for the year. Once you've entered your information, the Excel spreadsheet can easily be sent to your accountant to prepare your personal tax return which includes your rental property activities.


Please download and complete the appropriate Rental Income and Expenses Worksheet and forward the completed worksheet to us so that we may use the data to complete your personal income tax return to include your rental property activities. If you have more than one property, use a separate worksheet for each property.


​Any use of this file presumes your ability to enter data completely and accurately onto a spreadsheet. If you require assistance from us to use this tool, you are welcome to contact us by phone or e-mail. However, our services will be charged to your account at $100 / hour for any such assistance, with a minimum one-hour charge per call.


​This Rental worksheet has been designed primarily for use in Ontario. If you choose to use them in provinces and territories other than Ontario, please be aware of sales tax differences that will occur.

2021 2022 2023 2024 rental_property_income_and_expenses
.xlsx
Download XLSX • 25KB

Need something more?


If you require something a little more sophisticated than our spreadsheets, give Quickbooks a try with up to 55% off for the first 3 months.


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And 

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