Personal tax organizer
Please complete the attached Personal Tax Organizer to make your tax preparation no big deal.
Let's find out how we can save you tax dollars and put more back into your pocket.
Get more from your tax return!
Forms + Links
Resources
Everything you need to get organised before we start: our own tax organizers, the CRA forms clients ask for most, and plain-language pointers to the credits and deductions that may apply to you.
Tax Preparation Forms
The following forms are customized by M. Saini CPA Inc. to help organize your personal tax information, as well as identify documents required in the preparation of your personal tax return.
Learn more
Self-employment schedule
Are you self-employed?
Let's make it easy for you!
Complete the attached Self-Employment Schedule to ensure we are capturing all applicable expenses to mitigate tax consequences.
More tax savings means more money for you to spend on growing your business!
Commission employee expense schedule
Are you a commission employee?
Let's make it easy for you!
Complete the attached Commission Employee Expense Schedule to ensure we are capturing all eligible expenses.
Real estate rental schedule
Do you own a rental property?
Don't worry, we've got you covered!
Complete the attached Real Estate Rental Schedule to ensure we are capturing all available expenses.
CRA
General Tax Forms
The following links will direct you to forms available on the CRA website. We keep these pointed at the current canada.ca pages and note where CRA has retired a form.
- Authorize a Representative for Offline Access (AUT-01)Replaces the former T1013. Authorizes us to deal with CRA on your behalf.canada.ca
- Business Consent (formerly RC59)CRA retired the RC59. Business authorizations now go through AUT-01 or Represent a Client.canada.ca
- Declaration of Conditions of Employment (T2200)Required from your employer before employment expenses can be claimed.canada.ca
- Disability Tax Credit Certificate (T2201)canada.ca
- Moving Expenses Deduction (T1-M)canada.ca
- Northern Residents Deductions (T2222)canada.ca
- Request for a Business Number (RC1)canada.ca
- TD1 Personal Tax Credits Returns (Payroll)canada.ca
- Direct Deposit with the CRA (formerly RC366)The RC366 paper form was retired. Direct deposit is now set up online or through your bank.canada.ca
Government of Canada
Relevant Government of Canada Links
The following links will direct you to available forms, applications, and Government services.
- Business Registration OnlineRegister for a business number, GST/HST, payroll and corporate income tax accounts.canada.ca
- Canada Revenue Agency (CRA)canada.ca
- My Account for Individuals (CRA)Track your refund, view slips and notices, set up direct deposit and authorize a representative.canada.ca
- GST/HST NETFILEcanada.ca
- Payroll Deductions Online Calculator (PDOC)canada.ca
- Personal Tax Deduction Estimator (TD1)canada.ca
Personal tax
Common Personal Tax Credits & Deductions
Want to learn about common tax credits and deductions that you may be eligible for? Click the following links to ascertain that knowledge. Because knowledge is power.
- Annual Union, Professional or Like DuesLine 21200canada.ca
- Carrying Charges and Interest ExpensesLine 22100canada.ca
- Child Care ExpensesLine 21400canada.ca
- Children's Fitness & Arts CreditsThe federal children's fitness and arts amounts were eliminated after the 2016 tax year. Ask us about the child care expense deduction and provincial programs instead.canada.ca
- Disability Supports DeductionLine 21500canada.ca
- Federal Dividend Tax CreditLine 40425canada.ca
- Tuition, Education and Textbook AmountsLine 32300canada.ca
- Other Employment ExpensesLine 22900 — requires a signed T2200 from your employercanada.ca
Not sure which form applies to you?
Send us a note describing your situation and we will tell you exactly which schedule to complete and which slips to gather.