Business Return Checklist

Name*

Email*

Phone*

Social Insurance Number*

Tax Year (Please fill out a form for each year)

New or Prior Client?

New Client
Prior Client

Did C & V prepare last years Business Return? (If not, we need a copy of the prior year)

Yes
No

Business Name

Type of Business

Is Income Earned Via Internet?

Yes
No

If "yes", Amount

OR %

Is the Business Incorporated? (If "Yes" we cannot do)

Yes
No

Open or Close Within the Tax Year?

Yes
No

Date

GST/HST Registered? (**** If NO, GO TO Section 2)

Yes
No

Date of Registration

GST/HST Included in Income? (*If YES we have to break out)

Yes
No
N/A

GST/HST Included in Expenses? (*If YES we have to break out $20+tax )

Yes
No
N/A

Are we preparing GST/HST Return(s)? ($25+tax / return)

Yes
No
N/A

GST/HST Registration #

Are you registered to file using HST Quick Method?

Yes
No
Unsure

GST Returns to be filled

Monthly
Quarterly
Annually

Section 2

Client Prepared Spreadsheet?

Yes
No

C & V to Total Receipts @ $80+tax /hr?

Yes
No

Cell phone expenses included?

Yes
No

% Use for business:

Auto Expenses Included?

Yes
No

Auto Model and Year

Same Vehicle on Last Year Return?

Yes
No
N/A

If new vehicle purchased:

Purchase Price (if new vehicle purchased):

Sale Price or FMV of Old Vehicle:

If business opened during the year:

Value of the Vehicle @ start Business

KM's used for Business Included?

Yes
No

Business KM's

Total KM's

*You should have an auto log available including total KM for the year and the KM driven for business related activities should CRA request it. C & V Income Tax Services is not responsible if the amounts on the log differ from what is provided.

Office and Home Expenses

Office In Home Expense Included?

Yes
No

Total Sq. Ft.

Business Sq. Ft.

**You should be able to provide total square footage and the square footage designated solely for work related purposes. If the space is not dedicated, reduce by time of use (hours/day vs days/year used for work related activities).

Other Information

Other Information:

Consent*

I agree to receive further communications from C & V Income Tax Services.

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