top of page

*NEW* 2023 Federal Budget Commentary

On March 28, 2023, the Federal Government tabled Budget 2023, which proposed a broad array of provisions impacting many individuals and businesses.

Client Resources

T1 Forms

T1 Engagement Letter 2022 (PDF format)

Personal Tax Return Checklist 2022 (PDF format): This checklist must be completed and sent with your signed engagement letter.

T1 New Client Form 2022: This form helps us get all the information needed to set up your return and enter you into our system.

2

General T1 Forms

Professional Income (T2125) and Business Income (T2125) (PDF format) : Required to report you self-employed income/business activities for the year including home-office and auto expenses.

Rental Property Income  (PDF format): Applicable if you have rental properties. Do not use for home-office expenses. Self employed individuals should put home office information on the T2125 and employees on the T777.

Statement of Employment Expenses  (PDF format): Applicable if you have employment expenses such as home office, auto expenses, entertainment, etc. Do not use this if you are self-employed (signed T2200 form required).

Declaration of Conditions of Employment   (PDF format): Required for T777 schedule above.

Working at Home Expenses Due to Covid  (PDF format)

Moving Expenses  (PDF format): Applicable if you moved for work or educational reasons you may claim your moving expenses.

Medical Expense Deduction  (Excel format): Applicable for all medical expenses you may want to claim including meals and mileage for medical travel.

Final and Trust Return Checklist  (PDF format)

3

Financial Calculators

Let's Work Together

Get in touch with  a professional accountant in Lloydminster for all your accounting and bookkeeping needs.

bottom of page