Tax & Business Checklists and Templates
Use these checklists and templates prepared by our CPA to stay organized and prepared throughout the year. These are the same practical tools we use with Creekside Accounting clients to streamline tax filings.
Concerned about getting the best return? Use our templates to find all available write-offs.
Small Business Excel Workbook (xlsx)
DownloadRental Excel Workbook (xlsx)
DownloadMedical Expense Excel Workbook (xlsx)
DownloadDonations Workbook (xlsx)
DownloadHome Renovation Costs Template (xlsx)
DownloadEmployment Expenses Workbook (xlsx)
DownloadHome Office Deductions Workbook (xlsx)
DownloadVehicle Logbook (xlsx)
DownloadPayroll Timesheet Template (xltx)
DownloadVisit our New Client or Current Client page for next steps.
Our team uses these same checklists and templates with clients every day. If you want personalized advice, we’re happy to help.
Looking for small business grants, ways to maximize your business's tax credits, or searching for more loan funding options? Get a tailored list of programs and services from across Canada all in one place.
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