Key items to bring include, but not limited to:
> Most recent NOA
> All T-slips
> Relevant receipts & statements
> Investment reports
Click the link below to get a handy PDF checklist of information to bring with you to the tax office.
Checklist
We offer the lowest pricing in Ladner. To prepare One Basic Personal Tax Return our fees range from:
> $75 1-3 slips/receipts/tasks
> $85 4-7 slips/receipts/tasks
> $95 8-10 slips/receipts/tasks
> + $2 for each slip/receipt/task over 10
> + $20-$65 for each NON-Basic schedule/form or task/service
> + $55 per hour for special consultation, tax planning and tallying receipts
*Seniors (65+) receive a 15% discount on all Basic Services up to a maximum of $15
*Extra fees apply for extra tasks & NON-Basic schedules/forms.
*Heron Tax reserves the right to determine which tasks/schedules/forms are NON-Basic.
The benefits of having us organize and tally your shoebox of invoices and expense receipts for a modest fee is you'll have a nice organized envelope with everything in the event the CRA requests you to produce any receipts to back up your claims.
Income & Expenses - NO GST COLLECTED
Income & Expenses - GST Collected
Vehicle Trip Log
Visit the office and ask for a Vehicle Trip Log Envelope to hold all of your receipts.
Feel free to use our rental information form to track income & monthly expenses from your rental property. Capital expenditures like new appliances and significant improvements need to be noted but are treated slightly differently than a normal expenditure.
Eligible Rental Property Expenses
A Declaration of Conditions of Employment (CRA form T2200) is required and must be completed and signed by your employer to be eligible to claim employment expenses.
Eligible Employment Expenses
Vehicle Trip Log
Visit the office and ask for a Vehicle Trip Log Envelope to hold all of your receipts.
Those first couple of years transitioning into retirement can often catch you unprepared with new multiple sources of income (CPP, OAS, Pension, RIF, Investments, etc). Often tax deducted at source is insufficient on your overall income.
A little tax planning at the beginning of the year can go a long way to avoiding a nasty tax surprise.