When in Crisis, Are You Ready?

This past week in South Western Ontario parents, educators and the general public have been sitting on pins and needles waiting to hear is the “Work to rule” for all CUPE members will turn into a full blown strike. Now, this may not seem to most as a “Crisis” but to many families who have […]

Brain Injury Awareness Month

Relearning Day to Day Living after a TBI 1. How to function in your Day to Day life living and working in your new ‘reality’ at this time and how to move forward as you heal.  2.  Understanding why systems and organization in your environment will assist you in doing what you need to do […]

You’ve had enough! You’re not going to pick up another thing!

Busy families of 2018 are constantly trying to get on top of all that “busy-ness” that continually crowds our head space. There’s seems to be struggles with Who’s taking the kids where, Why aren’t the household chores split 50/50, When does it all stop? I don’t have an answer for those questions. Sorry. You’ve heard […]

Are You Walking In Circles?

There are so many busy parents out there. One a had a chance to talk to about how her long weekend went. This was her response: ” We worked so hard Saturday and Sunday. Laundry, gardening, repairs and running kids every which way. We fell onto the couch each night completely and utterly wasted from […]

It’s Time To Mind Dump The Stuff!

Brain Dump or Mind Dumping is what the team at Just In Time Solutions calls a weekly exercise. Over the course of a week you can easily take on millions of thoughts and tasks without really understanding what this condensed information is doing to your health and how you are functioning. A weekly “Mind Dump” […]

Angie’s List with a Canadian Twist!

You’ve probably seen “House of Bryan” or “Leave it to Bryan” on HGTV. Well, Bryan is putting his expertise and quality assurance behind his name! What is Baeumler Approved? Our goal at Baeumler Approved is to help homeowners connect with contractors, trades and home service providers from all across Canada. We help homeowners know what […]

Summer Days Fading Away

Yes, Summer is going to come to and end. Don’t shoot the messenger! We love our summer days, but there’s something about fall that makes us feel like we’re in for a new start. It’s like the “New Year” for us. We push ourselves all summer, entertaining, travelling and living the good life. Back to […]

I had one of those mornings. You know the kind I mean…

Mornings are such a “make or break” part of your entire day. Whether you have kids, retired or are an empty nester the way your mornings start will either send you out the door smiling or you’ve got your head down hoping no one sees the defeat in your eyes. I started my day with […]

INCOME TAX TIME

INCOME TAX TIME

NEED A BOOKKEEPER/ACCOUNTANT

CALL JENNIFER WERRY – BOOKKEEPER AND LEGAL ASSISTANT

2011 Tax Information Checklist

Please check all that apply and keep receipts and information with checklist.

  • Personal information about yourself, your spouse and dependents
    • Name
    • Address 
    • Birth dates
    • Social insurance #
    • Email address
  • T-slips
    • T4 – wages
    • T5 – Interest & Dividends
    • T5013 – Statement of partnership income
    • T600 – Canada Savings Bonds, etc…
    • T3 – Trust & mutual fund income
    • T4OAS – Old age security
    • T4E – Employment insurance
    • T4RIF, T4A, T4RSP – Pension and annuity income
    • T2202A – Tuition receipts (if transferring, signature and name of designation required)
  • Union/ Association Dues
  • Notice of Assessment for 2010
  • Details of foreign property owned (shares of foreign companies, rental properties, etc…)
  • Investments on which interest has been earned, but not received
  • Capital dispositions (sale/redemption of mutual funds, sale of shares, real estate)
  • Details of rental income earned and expenses
  • Details of business income earned and expenses
    • Bookkeeping services available
  • Child care expenses
    • Name, address and social insurance number of daycare provider required
  • Children’s fitness receipts and sports club registrations
  • Alimony/ child support paid/received during the year
    • Name, address and social insurance number of person receiving payments required, and a copy of the separation/ support agreement if not previously submitted
  • 2010 income tax instalment receipt – including your December 15th payment
  • Property tax OR rent paid on your residence (receipts are imperative for claim)
  • Interest on student loan payments
  • Health and dental plan costs (self-employed)
  • Ontario Senior Homeowners’ Property Tax Grant Notice

……..cont…..

OTHER Information Slips

  • RRSP Contributions
  • UCCB (Universal Child Care Benefit – RC62)
  • Charitable Donations (Registered Charities)
  • Medical Expenses (certification required for prescriptions, travel over 40 kms, meals, etc…)

 

 

Business Use of Home Office

Compile these expenses for a yearly total to be prorated for the use of space in your house to earn business revenue

  • Heat
  • Hydro
  • Mortgage interest
  • Property tax
  • House insurance
  • Telephone and internet
  • Repairs and maintenance

 

Business Use of Vehicle

Compile these expenses for a yearly total to be prorated for the use of your vehicle to earn business revenue

  • Car insurance
  • Parking
  • Gas and oil
  • Car/ lease payments with amount of interest if included
  • Repairs and maintenance
  • KM’S driven for the year total and KM’s driven for the year for business