Basic Tax Checklist from Your Accounting Firm

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YOUR BASIC
TAX CHECKLIST
FROM YOUR
??
ACCOUNTING FIRM IN CALGARY
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IT IS IMPORTANT TO LEARN ABOUT TAXES TO BUILD
YOUR FINANCIAL UNDERSTANDING EVEN BETTER AND IT'S
NEVER TOO LATE TO LEARN.
You need to be more organized that will help get
more tax return. Here you are going to get the
basic checklist
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TAX CHECKLIST
01
PERSONAL INFORMATION
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PREVIOUS YEARS TAX DATA
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INCOME INFORMATION
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RECEIPTS FOR TAX DEDUCTION
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01
PERSONAL INFORMATION
CERTAIN PERSONAL INFORMATION
Whether you choose Tax Accountant Calgary or file
tax by yourself, there is certain personal
information you need to submit such as date of
birth, marital status, address, details of family
dependent family members, and others.
PERSONAL TAX ACCOUNTANT CALGARY
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02
PREVIOUS YEARS TAX DATA
The previous years data provide information
about your financial state. You can apply any of
the previous financial records while tax filing
such as tax return of last year, a notice of
assessment, retirement saving plans, homebuyers
plan repayments, repayment for lifelong learning
plan.
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INCOME INFORMATION
IT IS A MUST TO MENTION ALL SOURCES OF INCOME
All sources of income from your end. your
employment income slip, trust, and dividend
income slip, investment income, rental income,
self-employment income, RRSP income, interests,
pension, insurance benefits, compensation
benefits, and spousal support payments.
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RECEIPTS FOR TAX DEDUCTION
If you want to maximize the tax deduction then
you have to provide all the important receipts
for reference such as expenses for home office,
self-employed expenses, medical expenses, moving
expenses, charitable donation, political
contribution, union dues, tuition dues, childcare
expenses, care for children expenses, expenses
for adoption, spouse payments, certificate exams.
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SO IF YOU WANT ANY FINANCIAL OR ACCOUNTING
ASSISTANCE IN CALGARY, VERSATILE ACCOUNTING ONE
OF THE BEST ACCOUNTING COMPANIES WILL GIVE YOU
YOUR ANSWER.
VERSATILE ACCOUNTING
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WWW.VERSATILEACCOUNTING.CA
THE ROLE OF
THANKS A LOT
VERSATILE ACCOUNTING
SUITE 80, 1331 44 AVE NE, CALGARY, AB T2E
7A1 1-403-244-5855