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Our office is closed Fridays during the Summer months!

Personal Income Tax Documents

At this time we're not accepting new personal tax clients; we focus on working with business owners. We thank you for your interest.

Personal Income Tax Checklist - 2024

Business Income
& Expenses

Employment Expenses

Rental Income & Expenses - Entire Property

Rental Income & Expenses - Portion of home only

Medical Expenses

Helpful
Links

1

Canada Revenue Agency (CRA)

2

My CRA Account for Individuals

Individual Account Login

3

My CRA Account for Businesses

Business Account Login

4

Quick Books Online How-Tos

Quickbooks Tutorials

5

Quick Books Online Payroll How-Tos

QBO Payroll Tutorials

6

Bookkeeping Checklist

Bookkeeping Checklist

7

Chartered Professional Accountants Ontario

8

Loan Amortization

Loan Calculator

9

Workplace Safety & Insurance Board

10

Tax Tips

Tax Tips Website

11

CPP - Take it early? or wait?

CPP calculator PWL Research

12

CRA - Is it a scam?

Verify CRA contacts

13

CRA - Learn About Your Taxes

Learn About Taxes Website

14

Government of Canada - What To Do When Someone Dies

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