2022 Tax Year Forms & Information
Checklists, forms, ‘how-to’ guides, operational procedures & documents for year-end planning.
How to file your 2022 taxes:
The 2022 T1 Income Tax filing is upon us. Your business is important to us and we want to not only continue to serve you, but to do it well and SAFELY! We are happy to provide contactless tax filing should you choose for health & safety reasons and to be of assistance distance clients.
Please follow the procedures below for a confidential, secure & safe way to interact with us – in person or remotely.
If you choose to provide your information remotely:
Contact us by phone to initiate contactless filing.
We will then send you an invite to our secure client portal where you can upload required documents and we can share forms to be signed.
Complete any required forms that fit your tax situation (listed below) and upload them to the portal for secure transfer.
If you choose to come into the office:
Please make sure you’re feeling well! If you’re not, please reschedule your in-person appointment or arrange for a virtual appointment.
You can submit any required forms (see below) that fit your tax situation by printing, completing, and bringing the form into the office along with your other documentation.
Once we have completed your tax return, we will contact you to make an appointment to safely & securely return and sign.
Required forms & information:
Tax Preparation Checklist (.docx) – ALL CLIENTS
This form is to collect your personal information required to start your tax return and information about your income tax situation so that we can better serve your needs.
Authorizing a Representative (.pdf) – NEW CLIENTS
This form allows Black’s Financial to communicate with the Canada Revenue Agency on your behalf and to access your CRA account online.
Photo Identification – NEW CLIENTS
CRA regulations require us to confirm the identity of each new client, a copy of valid government issued photo ID is required for all new clients.
Electronic Communications Consent (CASL) (.pdf)– NEW CLIENTS
This form lets us communicate with you electronically (email) by following the regulations set out by the Canadian Anti-Spam Legislation.
Other forms as required:
Self Employed Worksheet (.docx)
Rental Property Worksheet(.docx)
Employment Expenses Worksheet (.docx)
Mileage Template (.xlsx)