Personal Returns With

Employment Expenses

Effective July 2020, we are only accepting and preparing income taxes virtually.

Returning clients, you may upload to your SmartVault from the client access page.

New clients, or new to uploading, please contact us for any questions you may have.

 

If your employer requires you to pay certain expenses out of pocket and will complete a government form verifying this, then this is the page for you. These expenses mostly include travel allowance if you are required to travel for your job, or may allow you to claim part of your home office if you work from your home.

FORMS

Tax Checklist.  Please complete this form to ensure that you have not missed any slips or deductions and to ensure we have all of your current information on file.

  • Final Tax Checklist

Required Forms - These MUST be submitted with all returns claiming employment expenses

  • Employment Expenses - Contact us directly to send you this online fillable form.

  • Declarations Of Conditions Of Employment (T2200)

Other forms you may need (Only submit if applicable)

 

Contact us should you need the following forms...

  • Moving Expenses

  • Medical Expenses (more than 5 receipts to submit)

HELPFUL GUIDES

Guides for completing Employment Activities Forms

 

RECORD KEEPING

 

This is for your own use and does not need to be submitted

CANADA REVENUE AGENCY RESOURCES

 

CRA complete list and definitions of what can be claimed