You may also need to see the Personal Checklist or Self Employed Checklist.
We were Profile Tax, rebranded to Kingsman Associates. Don’t worry, the team and services are the same.
- Personal Information Form: (Without this form we won’t be able to create the file, we must have shared a link to fill the form, via WhatsApp)
- Income information slips (t4s, t4A, t5, etc.) – from employer and investment brokers
- Tuition fee slips (t2202a) – you can obtain them from your college website
- Rent paid (Keep the receipts with you, but please make sure to enter all the information regarding rent into the personal information form)
- Medical Expenses (paid out of pocket)
- Rental income (For rental properties)
- Work from home expenses details, if choosing a detailed method.
- Documents are not limited to those listed above, Full Checklist for detailed documents list.
Along with all the above-listed applicable documents,
- Provide us with the details of income earned through business (bills, or yearly summary) (If you are not sure, we will ask you at the time of filing)
- and all the details of expenses incurred to earn the self-employed income (bills, or a detailed summary) (If you are not sure, we will ask you at the time of filing)
- Please send the following details:
- Month You Started Trucking/Uber/Skip/ or any other type of self-employed work
- Monthly Phone bill Amount 2022
- Monthly Car Insurance Amount 2022
- Monthly Fuel Expense 2022
- Total Car Maintenance Cost 2022
- Monthly Internet Amount 2022
- Please send the following details:
forms are not limited to the listed above documents, for more information, give us a call or email.
Note: It is the taxpayers’ responsibility to keep a record of all the documents used to create the tax return for 6 years.