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

Senta Client Portal access

Log into your client portal here:

New Client Intake forms

Our intake forms are available in Microsoft Word and PFD formats below for your convivence. Our personal tax intake form should be used for a sole-proprietor, non-incorporated business, subcontractor, or self-employed individual.

Incorporation Intake Form (Word Format) (docx)

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Incorporation Intake Form (PDF Format) (pdf)

Download

Personal Tax Intake Form (Word Format) (docx)

Download

Personal Tax Intake Form (PDF Format) (pdf)

Download

returning client update forms

Incorporation Update Form (Word Format) (docx)

Download

Incorporation Update Form (PDF Format) (pdf)

Download

Personal Tax Update Form (Word Format) (docx)

Download

Personal Tax Update Form (PDF Format) (pdf)

Download

business & Self-Employed information

Helpful information to get you started on your entrepreneurial journey.

Business Basics (Sole-Proprietors) (pdf)

Download

Should I Incorporate? (pdf)

Download

Business Basics (Corporations) (pdf)

Download

How to Reduce Bookkeeping Fees (pdf)

Download

Payroll Procedures Handout (pdf)

Download

Corporate Year End Checklist (pdf)

Download

Business & Self-Employed templates

A few templates to help get you organized for success.

Small Business Excel Workbook (xlsx)Download

Mileage Logbook Workbook (xlsx)Download

Payroll Time-Sheet Template (xlsx)Download

Personal Deductions Workbook for Corporate Clients (xlsx)Download

Personal tax information

Helpful information for your tax return

Personal Tax Checklist (pdf)Download

Rental Properties Explained (pdf)Download

Work from Home and Employment Expenses Explained (pdf)Download

Personal Tax templates

A few templates and resources to help get you organized around tax time.

Medical Expense Excel Workbook (xlsx)

Download

Rental Excel Workbook (xlsx)

Download

Employment Expenses Workbook (xlsx)

Download

Small Business Excel Workbook (xlsx)

Download

Mileage Logbook Workbook (xlsx)

Download

Creekside Articles

What to do with your tax refund… or balance owing…

Looking for a little advice on how to best manage your personal tax refund or balance owing to CRA this tax season? Check out our article on Facebook or LinkedIn to get a few ideas.

Oh Baby! Financial Planning Tips for a New Child

Having children can be wonderful and will bring many joys into your life. It can also do a real number on your wallet. Check out our article on Facebook or LinkedIn to gain a few financial nuggets that can help you get organized and maybe gain a few extra dollars.

So, you want to claim your vehicle…

Claiming your vehicle can be a great write off for tax purposes; however, there are quite a few CRA guidelines that must be followed to ensure you make it through an audit unscathed. Check out our article on either Facebook or LinkedIn to learn more.

We Owe How Much? ... OUCH!

The good news is your earning income... the bad news...

A large tax bill can put a kink in your style so make sure you are prepared by following a few simple steps. Check out our article on Facebook or LinkedIn.

Holiday Bonuses - To Be Or Not to Be Taxable

Are you curious about whether an employee Christmas gift is tax free or not? Check out my latest article on either Facebook or LinkedIn!

I’ve Incorporated – Now How Should I Pay Myself?

Are you wondering about the implications of paying yourself a salary or a dividend? Check out my article on LinkedIn or Facebook for some great information.

What is a Shareholder Loan and My Taxes are What!?!

Ever wonder why your accountant keeps bring up your shareholder loan balance? It isn't a good thing... Stay informed by checking out my article on LinkedIn or Facebook.

How to reduce your accounting fees (and keep your accountant happy).

Considering starting a second savings account just for your accounting fees? Consider these tips first. Check out the article on LinkedIn or Facebook.

Is It Tax Time Already?!?!?

Time to panic! Or not. Getting prepared for tax season by following a few steps can help ease concerns this April when the tax man is lurking. Check out the article on LinkedIn or Facebook.

TFSA or RRSP? What's the deal with all these acronyms?

With the RRSP deadline looming at the end of February I thought I would touch on the main difference between RRSPs and TFSAs and which might be best for young adults. Check out the article on LinkedIn or Facebook !

In the local news!

KelownaNow

CPA, CA Jillian Battaglio has started a new accounting firm just in time to cure your winter tax time blues. Creekside Accounting Ltd. at 225-1855 Kirschner Road is a boutique accounting firm that specializes in helping individuals and small businesses fulfill their taxation reporting requirements. Jillian and her team will work with you to understand your needs and file your tax return in a timely manner. Whether you are a business owner or a start-up entrepreneur Creekside can help reduce your stress and let you focus on your business. The company offers a variety of services including accounting, bookkeeping, taxation and consulting with knowledge, experience and expertise. Call 236-420-4801 or visit www.creeksideaccounting.ca.

(Kelowna Capital News, Wednesday January 25, 2017)