Creekside Accounting Ltd.
Creekside Accounting Ltd.
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  • More
    • Home
    • Services
      • Our Services
      • Corporate Tax Services
      • Small Business Services
      • Bookkeeping Services
      • Personal Income Tax
    • Get Started
      • New Clients
      • Current Clients
      • Upload Documents
    • Book Online
    • Fees
    • Team
    • Reviews
    • Resources
      • Tax Blog
      • Tax Videos
      • Checklists & Templates
      • Tax Guides & Handouts

  • Home
  • Services
    • Our Services
    • Corporate Tax Services
    • Small Business Services
    • Bookkeeping Services
    • Personal Income Tax
  • Get Started
    • New Clients
    • Current Clients
    • Upload Documents
  • Book Online
  • Fees
  • Team
  • Reviews
  • Resources
    • Tax Blog
    • Tax Videos
    • Checklists & Templates
    • Tax Guides & Handouts

Tax Checklists & Templates

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.

Checklists

Want to speed up your services and reduce emails? Check out the items we'll need.

Corporate Year End Checklist (pdf)

Download

Personal Tax Checklist (pdf)

Download

Bookkeeping Checklist (pdf)

Download

Excel Templates

Concerned about getting the best return? Use our templates to find all available write-offs. 

Small Business Excel Workbook (xlsx)

Download

Rental Excel Workbook (xlsx)

Download

Medical Expense Excel Workbook (xlsx)

Download

Donations Workbook (xlsx)

Download

Home Renovation Costs Template (xlsx)

Download

Employment Expenses Workbook (xlsx)

Download

Home Office Deductions Workbook (xlsx)

Download

Vehicle Logbook (xlsx)

Download

Payroll Timesheet Template (xltx)

Download

Next steps

Have you completed your templates and are ready to start services?

Visit our New Client or Current Client page for next steps. 

Not sure which resource applies to your situation?

 Our team uses these same checklists and templates with clients every day. If you want personalized advice, we’re happy to help. 

Book a Meet & Greet

Business Benefits Finder

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.

Find out more

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Sign up for tax tips, fun updates, and all the happenings.

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225 - 1855 Kirschner Road, Kelowna, BC, V1Y 4N7

236 420 4801

Copyright © 2017 Creekside Accounting Ltd. - All Rights Reserved.

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