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Creekside Accounting Ltd.
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Tax Resources!

All our handouts, checklists, and templates are prepared by our Kelowna Accountant 

Jillian Battaglio, CPA, CA.

Need business tax advice?

We've developed videos, handouts, and templates to help small business owners overcome their tax challenges. 


Get the tax advice your business needs by visiting TaxWrx.ca.

Or Sign Up for Our Monthly Newsletter >>>

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

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

Employment Expenses Workbook (xlsx)

Download

Home Office Deductions Workbook (xlsx)

Download

Medical Expense Excel Workbook (xlsx)

Download

Donations Expense Excel Workbook (xlsx)

Download

Mileage Logbook Workbook (xlsx)

Download

Payroll Timesheet Template (xltx)

Download

Home Renovation Template (xlsx)

Download

Personal Tax Info

The internet can be overwhelming. Below is information to help clarify your taxes.

Rental Properties Explained (pdf)

Download

Work From Home & Employment Expenses Explained (pdf)

Download

business & Self-Employed Info

A few tax resources to get you started.

Reduce Your Bookkeeping Fees (pdf)

Download

How to Post your Adjusting Entries (pdf)

Download

Looking for more business tax information?

Every business needs a tax advisor and resources to be successful.

Check Out TaxWrx.Ca

Articles & Info

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