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Employment
Step
1
of
4
25%
Name
*
Email
*
Phone
*
Social Insurance Number
*
Tax Year
New or Prior Client?
New Client
Prior Client
Did SOS prepare last years Business Return? (If not, we need a copy of the prior year)
Yes
No
Business Name
Type of Business
Is Income Earned Via Internet?
Yes
No
If Yes, enter amount
OR Percentage
Is the Business Incorporated?
Yes
No
Open or Close Within the Tax Year?
Yes
No
Date
DD slash MM slash YYYY
GST/HST Registered?
Yes
No
Date of Registration
MM slash DD slash YYYY
GST/HST Included in Income?
Yes
No
N/A
GST/HST Included in Expenses?
Yes
No
N/A
Are we preparing GST/HST Return(s)? (Extra cost will be added)
Yes
No
N/A
GST/HST Registration #
Are you registered to file using HST Quick Method?
Yes
No
Unsure
GST Returns to be filled
Monthly
Quarterly
Annually
Client Prepared Spreadsheet?
Yes
No
SOS to Total Receipts @ $75 including tax /hr?
Yes
No
Cell phone expenses included?
Yes
No
% use for business?
Auto Expenses Included?
Yes
No
Auto Model and Year
Same Vehicle on Last Year Return?
Yes
No
N/A
If new vehicle purchased:
Purchase Price
Sale Price or FMV of Old Vehicle
Value of the Vehicle @ start Business
KM's used for Business Included?
Yes
No
Business KM's
Total KM's
You should have an auto log available including total KM for the year and the KM driven for business related activities should CRA request it. SOS is not responsible if the amounts on the log differ from what is provided.
Office and Home Expenses
Total Sq. Ft.
Yes
No
Total Sq. Ft.
Business Sq. Ft.
**You should be able to provide total square footage and the square footage designated solely for work related purposes. If the space is not dedicated, reduce by time of use (hours/day vs days/year used for work related activities).
Other Information
Do you need to enter Employee Expenses?
Yes
No
T2200 Completed from Employer Attached
Yes
No
If Yes Upload T2200 below
Accepted file types: pdf, Max. file size: 1 GB.
Year
First Year with Expenses?
Yes
No
Start Date
MM slash DD slash YYYY
Last Year with Expenses?
Yes
No
Last Date
MM slash DD slash YYYY
Income
Does the Income Include Commissions?
Yes
No
Is the employer GST Registered?
Yes
No
GST/HST #
Expenses: Show Totals for the year or the period of employment.
Leave Unrelated Areas Blank. If you can’t find a category or your expense write the expense in the “Other” Column
.
Food & Beverages
(Must either be taking a client or away for more than 12 hours. No personal meals)
Lodging
Parking
Office Supplies
Cell Phone % used for work
Expense
Travel (Except Auto Expenses)
Other
Specify Expense Item and Cost - one per line
Commission Employees Only
Accounting & Legal Fees
Advertising and Promotion
Entertainment
Employee Name
First
Last
Tax Year
Auto Expenses: If your T2200 stated that you may use your vehicle for your employment purposes fill out the following. You must complete a schedule for EACH vehicle used
Make and Model of Vehicle
Bought in the Year?
Yes
No
Date
MM slash DD slash YYYY
Amount/FMV
Sold/Stopped Using in the Year?
Yes
No
Date
MM slash DD slash YYYY
Amount/FMV
If using vehicle for business first time, Value of Vehicle @ date first used
Total KM Driven in the year
KM Driven for Business Use
% Vehicle used for Business
**You should have an auto log available including total KM for the year and the KM driven for work related activities should CRA request it.
Expenses for Vehicle: List 100 % amounts for the whole Year
Gas and Oil
Repairs and Maintenance
Insurance
License and Plates
Parking & Tolls
Interest on Loans (If you own vehicle)
Lease Payments (If leasing) MSRP
Expense
Other - Specify
Enter the Item Name and Expense - one item per line
Home Office: If your T2200 stated that you may utilize a designated space in your home as an office space for employment purposes and that you perform at least 50% or more of your duties in this space, you may claim a portion of your home.
Square Footage of area exclusively for work
Total Square Footage of home
If the space isn’t used EXCLUSIVELY for work indicate the work related amounts for the following
Hours Per Day
Days per Week
Weeks per Year
**You should be able to provide total square footage and the square footage designated solely for work related purposes. If the space is not dedicated, reduce by time of use (hours/day vs days/year used for work related activities)
Expenses for home: List 100 % amounts for the whole Year
Utilities (Electricity, Heat, Water)
Repairs and Maintenance
Insurance on Home (Commission Employee Only)
Property Tax (Commission Employee Only)
Rent
Internet
Condo Fees
Other
Specify each item and expense - one per line
Do you need to enter Detailed Business Expenses?
Yes
No
INCOME
Only include income relating to this business/source of self-employment
Net Business Income (no HST)
Does Income Include T4A?
Yes
No
HST Collected
Your HST Number
Total Business Income for the Year including HST
EXPENSES - Show Annual Totals. Leave unrelated areas blank.
**Only break out the taxes if you are GST/HST registered. See Guide for more info.
Purchases of Items for Re-sale, Material
Price Excluding Taxes
Taxes**
Total
Subcontractors (HST Registered)
Price Excluding Taxes
Taxes**
Total
Subcontractors (Not HST Registered)
Price Excluding Taxes
Taxes**
Total
Closing Inventory (At your cost for the items)
Price Excluding Taxes
Taxes**
Total
Advertisement & Promotion
Price Excluding Taxes
Taxes**
Total
Meals & Entertainment (Client/work related only, no personal unless away for more than 12 hours)
Price Excluding Taxes
Taxes**
Total
Insurance (Business Only)
Price Excluding Taxes
Taxes**
Total
Bank Charges on Business Accounts & Interest on Business Credit Cards & Loans
Price Excluding Taxes
Taxes**
Total
Business Fees & Licenses
Price Excluding Taxes
Taxes**
Total
Office Expenses
Price Excluding Taxes
Taxes**
Total
Supplies & Small Tools (Value of $200 or less each)
Price Excluding Taxes
Taxes**
Total
Legal, Accounting & Professional Fees
Price Excluding Taxes
Taxes**
Total
Management & Administration Fees
Price Excluding Taxes
Taxes**
Total
Rent of Business/Storage/Equipment (not home)
Price Excluding Taxes
Taxes**
Total
Maintenance and Repairs (Except Vehicle)
Price Excluding Taxes
Taxes**
Total
Salaries & Wages through CRA Payroll(incl WSIB)
Price Excluding Taxes
Taxes**
Total
Travel – Hotel & Air (not vehicle)
Price Excluding Taxes
Taxes**
Total
Telephone & Cell (No Home Phone)
Usage
Price Excluding Taxes
Taxes**
Total
Delivery and Freight Expenses
Price Excluding Taxes
Taxes**
Total
Small Tools (Value $200 - $500 per item)
Price Excluding Taxes
Taxes**
Total
Other
Specify Price Excluding Taxes | Taxes** | Total
Capital Purchases: Items with a value of more than $500 should be listed separately.
Capital Expenses
Item | Price Excluding Taxes | Taxes** | Total
You must fill a separate schedule out for EACH vehicle used.
Make and Model of Vehicle 1
Vehicle 1 - Bought in the Year?
Yes
No
Date Vehicle 1 Purchased?
MM slash DD slash YYYY
Vehicle 1 Amount/FMV
Vehicle 1 - Sold/Stopped Using in the Year?
Yes
No
Vehicle 1 Date Stopped Using
MM slash DD slash YYYY
Vehicle 1 - Amount/FMV If Sold
If using vehicle 1 for business first time, Value of Vehicle @ date first used
Vehicle 1 - Total KMs Driven in the year
Vehicle 1 - KMs Driven for Business Use
Vehicle 1 - = % Vehicle used for Business
**You should have an auto log available including total KM for the year and the KM driven for business related activities should CRA request it.
Add Another Vehicle?
Yes
Make and Model of the Vehicle 2
Bought in the Year?
Yes
No
Vehicle 2 Purchase Date
MM slash DD slash YYYY
Vehicle 2 - Amount/FMV
If using vehicle 2 for business first time, Value of Vehicle @ date first used
Vehicle 2 - Total KMs Driven in the year
Vehicle 2 - KMs Driven for Business Use
Vehicle 2 - = % Vehicle used for Business
**You should have an auto log available including total KM for the year and the KM driven for business related activities should CRA request it.
Gas - Vehicle 1
Vehicle 1 - Gas - Price (Excluding Taxes)
Vehicle 1 - Gas - Taxes
Vehicle 1 - Gas - Total
Insurance - Vehicle 1
Vehicle 1 - Insurance - Price (Excluding Taxes)
Vehicle 1 - Insurance - Taxes
Vehicle 1 - Insurance - Total
License and Plates - Vehicle 1
Vehicle 1 - Price (excluding taxes)
Vehicle 1 - Taxes
Vehicle 1 - Total
Repairs and Maintenance - Vehicle 1
Vehicle 1 - Price
Taxes
Total
Parking and Tolls - Vehicle 1
Price (excluding taxes)
Taxes
Total
Interest on Loans (if you own vehicle) - Vehicle 1
Price (excluding taxes)
Taxes
Total
Lease Payments (If Leasing) - Vehicle 1
Price (Excluding Taxes)
Taxes
Total
Add Another Vehicle?
Yes
Expenses for Vehicle 2: List 100 % amounts for the whole Year
Gas - Vehicle 2
Price (Excluding Taxes)
Taxes
Total
Insurance
Price (Excluding Taxes)
Taxes
Taxes
Total
Total
License and Plates
Price (Excluding Taxes)
Taxes
Total
Repairs and Maintenance
Price (Excluding Taxes)
Taxes
Total
Parking and Tolls
Price (Excluding Taxes)
Taxes
Total
Interest on Loans (If you own vehicle)
Price (Excluding Taxes)
Taxes
Total
Lease Payments (If Leasing)
Price (Excluding Taxes)
Taxes
Total
Home Office: If you utilize a designated space in your home for use in your business
**You should be able to provide total square footage and the square footage designated solely for work related purposes. If the space is not dedicated, reduce by time of use (hours/day vs days/year used for work related activities)
Square Footage of area exclusively for Business
Total Square Footage of home
OR % used for Business
Expenses for home: List 100 % amounts for the whole Year
Heat
Price (Excluding Taxes)
Taxes
Total
Electricity
Price (Excluding Taxes)
Taxes
Total
House Insurance
Price (Excluding Taxes)
Taxes
Total
Maintenance
Price (Excluding Taxes)
Taxes
Total
Mortgage Interest ONLY
Price (Excluding Taxes)
Taxes
Total
Price (Excluding Taxes)
Taxes
Total
Rent
Price (Excluding Taxes)
Taxes
Total
Water Heater Rental
Price (Excluding Taxes)
Taxes
Total
Other
Specify Item
Price (Excluding Taxes)
Taxes
Total
Consent
*
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