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All our handouts, checklists, and templates are prepared by our Kelowna Accountant
Jillian Battaglio, CPA, CA.
Weekly Tax Tip!
Each week we deliver a short (less than 10 minute) video to improve your financial health.
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Topics focus on small business tips but also include RRSP recommendations and rental property issues depending on the time of year.
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Templates
Concerned about getting the best return? Use our templates to find all available write-offs.
Small Business Excel Workbook (xlsx)
DownloadRental Excel Workbook (xlsx)
DownloadEmployment Expenses Workbook (xlsx)
DownloadHome Office Deductions Workbook (xlsx)
DownloadMedical Expense Excel Workbook (xlsx)
DownloadDonations Expense Excel Workbook (xlsx)
DownloadMileage Logbook Workbook (xlsx)
DownloadPayroll Timesheet Template (xltx)
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Free Weekly Tax & Financial Tips In Video Format Less than 10 minutes each!
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