Creekside Accounting Ltd.
Creekside Accounting Ltd.
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    • About Us
    • Our Services
    • Get Started
    • Get In Touch
    • Reviews
    • The Team
    • Resources & News

  • About Us
  • Our Services
  • Get Started
  • Get In Touch
  • Reviews
  • The Team
  • Resources & News

Need Some Help?

Our resources were carefully prepared by our Kelowna Accountant 

Jillian Battaglio, CPA, CA to help you optimize your taxes.

Client drop box access

Secure & Protected Document Uploads:

Client Drop Box Access

Intake forms (For New Clients)

Ready to start services? Awesome! Intake forms for both corporations and individuals are below. 


The personal tax intake form can be used for a sole-proprietors, non-incorporated businesses, subcontractors, or self-employed individuals. 

Personal Intake Form (pdf)

Download

Incorporation Intake Form (pdf)

Download

update forms (For Returning Clients)

Did you love your experience last year and are ready for round two (or three, or four)? Great! Update forms for both corporations and individuals are available below. 


The personal tax intake form should be used for a sole-proprietors, non-incorporated businesses, subcontractors, or self-employed individuals.  

Personal Tax Update Form [Fillable] (pdf)

Download

Corporation Update Form [Fillable] (pdf)

Download

free tax tip videos

Goods and Services Tax (GST) is complex. Learn the basics in this video. 


Want more videos? Sign up below & receive free weekly mentoring videos filled with tax, business, and financial tips. 

business & Self-Employed Info

Need some clarity from internet overload? Below is complementary information to get you started.

Business Basics (Sole-Proprietorships) (pdf)

Download

Should I Incorporate? (pdf)

Download

Incorporation Considerations (pdf)

Download

Business Basics (Corporations) (pdf)

Download

Corporate Year End Checklist (pdf)

Download

Bookkeeping Checklist (pdf)

Download

How to Reduce Your Bookkeeping Fees (pdf)

Download

Financial Statement Questionnaire (pdf)

Download

Personal Tax Info

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

Personal Tax Checklist (pdf)

Download

Rental Properties Explained (pdf)

Download

Work From Home & Employment Expenses Explained (pdf)

Download

Templates

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

Mileage Logbook Workbook (xlsx)

Download

Payroll Timesheet Template (xltx)

Download

Articles & Info

start today

Free Mentoring with Weekly Tax & Financial Tips

  • Our Services
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  • Get In Touch
  • Resources & News

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

(236) 420 - 4801

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