www.get-it-made.com

What to send:

Text Box: PLEASE DOWNLOAD THE FILE BELOW FOR A CHECK-LIST FOR INCOME TAX. 

PERSONAL, BUSINESS AND RENTAL TAX CHECK-LIST

A BRIEF SUMMARY IS BELOW.

Information Required:
1 - All slips & information for the Current Year’s Taxes 
- Personal Taxes — T4, T4A, Tuition Slips, RRSP or Other Investment slips, Donation Receipts, Medical Receipts, etc.  *****Receipts for Medical, Child Care, Children’s Fitness Tax Credit, Art Tax Credit MUST indicate WHO they are for.  If the receipts do not list a name, please mark the name on them.   An address is also required for all Child Care, Fitness Tax Credits & Art Tax Credits.
- Business & Rental Taxes — as above + list of revenues, expenses, bills, auto expense book or totals, meals & entertainments receipts or totals, business % of home if used for an office, etc.  *****If you are dropping off RECEIPTS, please make sure they are marked in a way to identify what they are for; otherwise we may charge for the time it takes to sort them out. *****

2 - Previous Year’s Tax Return (if electronically prepared, please include electronic file as well).  This is used to make sure that nothing is missed, i.e. if you usually claim a specific deduction, etc.  *****If you are a returning customer, you do NOT need to send this.***** 

3 - Previous Year’s Tax Return – Notice of Assessment  This is required for any carryover amounts, adjustments and RRSP Contribution Limit, etc.

4 - Completed Tax Assistance Request (required—it includes your contact information and your options for your tax return, etc.)  The links to the form are below.  If you are sending your forms electronically, you can send the information (presented in a similar format) via e-mail.
	Tax Assistance Request Form in .doc format (Word)
	Tax Assistance Request Form in .xls format (Excel)
	Tax Assistance Request Form in .pdf format (must be printed) 

5- Check-list Form — EXCEL
			
			.PDF 

This check-list will help you to make sure you have all the information gathered that you will need to complete your taxes.  You do not have to send this in, but we suggest that you use it BEFORE you bring your taxes to have them completed; it can save you time and money!!