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Centaur Checklists and Templates |
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Every year, our clients
spend valuable time generating
spreadsheets and cover
letters which list in detail
the specifications of their
tax returns. Now it's our
turn to thank you! Print out
these forms, fill them out
as necessary, and submit
them with your taxes to
reception this year instead
of creating your own.
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Please Make Use of
These Personalized Forms we have
Developed to assist you in organizing
your paperwork.
The
Following downloadable .pdf files were
created by the staff at Centaur
Accounting and are for Personal Use
Only. |
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Click
on Form Title to Open |
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General
Income Tax Checklist
This list will help you keep track
of your personal tax information we
need to prepare your tax return. We have
also printed this on the back of
your Tax Return envelope to assist
you with organizing your documents
for the following year. This is a great resource
for clients who want to make sure
they have received all of their
slips before bringing in their tax
documents. |
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New Client
Information Sheet
If this is your first year filing
with Centaur Accounting, please take
a moment to fill out this form. |
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Real Estate
Rental Worksheet
This
form is useful for clients
who rent out part of their home or have
rental properties during the year. |
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Income and
Expense Sheet for Businesses
Sole
proprietors can use this form to
display their total revenues and
expenses for the year. Clients who
have completed
this form will not be charged for
hourly bookkeeping services as they
are adding the expenses themselves.
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Mileage Log
If you
use your motor vehicle for both
employment/business and personal
use, you can deduct only the
percentage of expenses related to
earning income. Use this mileage log
to keep track of your annual usage.
(Microsoft Excel required) |
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List of
Medical Expenses Incurred
Printing this list and filling in
the medical expenses incurred by
yourself and your spouse or children
under 18 (if applicable) will allow
you to see what credit is available
to you beforehand, and allow for
quicker processing of your tax
return. This form is ideal for
clients who incur medical expenses
that total at least 3% of their net
income for the year. |
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Centaur
Accounting Privacy Promise and
Release Form
This
form should be read by every client
who has their tax return processed
at Centaur Accounting. It is our
privacy promise to you, the client,
and will also allow the designation
of one individual to pick up your
tax return on your behalf if you
cannot make it into our office. We
recommend that every client print
and read this form. A form will be
provided to you when dropping off
your tax return if you are not able
to print from home. |
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Estate
Information Sheet and Checklist
We understand the emotions and
stress that can accompany looking
after a loved one's final affairs.
We hope this checklist will ease the
process of preparing the tax
information for a T1 Final or T3
Trust tax return. |
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