The documents found on this page are to assist you in summarizing and gathering the relevant information we need from you. We also have Excel templates for many of these forms that may be useful. Please contact Geri Boyko at boyko.g@jkpc.ca for further assistance or to request a copy. In an effort to become a paperless office, we encourage you to submit all information in pdf or other electronic format securely via e-Courier to tax@jkpc.ca. If you do not already have a free e-Courier guest account with us, please get in touch with us.
Corporate Year End Preparation
Personal Income Tax Preparation
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personal tax engagement letter (to be completed and signed by each individual for whom we are preparing an income tax return)
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T1013 Authorizing or Cancelling a Representative (Part 1 to be completed and Part 5 to be signed by each new client. Please leave the Date field blank.)
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T183 Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return (Parts A and F to be completed and Part D to be signed by each individual for whom we are preparing an income tax return. Please leave the Date fields blank.)
Other documents:
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T1135 Foreign Income Verification Statement (to be signed by each individual who held specified foreign property with a cost amount of over $100,000 in total, at any time in the taxation year)
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T776 Statement of Real Estate Rentals (to be completed by rental property owners)
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T777 Statement of Employment Expenses (If you are deducting employment expenses, your employer will have to complete and sign Form T2200 Declaration of Conditions of Employment)
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T2125 Statement of Business or Professional Activities (to be completed by individuals with self-employment income from a business or a profession)
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T2042 Statement of Farming Activities (to be completed by self-employed farmers or members of farming partnerships)
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Schedule 3 - Capital Gains or Losses (to be completed by individuals who sold or disposed of capital property)