Tools top help you get your tax stuff ready for us!

EXCEL TOOLS BY OBS FINANCIAL

MEDICAL EXPENSE WORKSHEET

This easy to use Medical expense worksheet is used to report all your medical expense. Trips to Dr over 40Km's, parking, and calculates the home accessability tax credit

Charitable Donations

Are you a giving Person. This Spreadsheet will allow you to track all of your Annual Donations in one convenient place

Tools for Trades

If you are a Tradesperson or apprentice, this form will allow you to track all of your Tool Expenses. Special rules apply for mechanics

Use of Home Expenses

If you are required to use your Home as a Home Office, this is the easiest tool you will find to track and report your Home Expensess. You MUST have a SIGNED Conditions of Employement letter from your employer.

 Business Expenses

Do you have a Small Business and need to track your income, expenses, GST, PST and home expenses. This is the tool for you.

Rental Expenses

This Easy to use Spreadsheet allows you to report all of your Rental Income and Expenses for tax purposes.

The Electronic Services Portal

Registration Center

This is where you go to use our online Registrations Forms. Once you are finished, youy will have the ability to add documents

Upload Center

Check out our easy to use Upload Center, You are just a phone clicks away from sening us your tax documents

Tools

Visit our tools and resouces page for Forms and Documents that make it easier for you to get your tax documents organized.

How to Video's

Are you to technology, or are you having problems with our Electronic Services Portal.

Check out thes easy to use video's.

How to Guides

Do you want a Crib Sheet to print off, showing you steps on how to use our Electronic Portal.

Download out tools here

Other Forms

Is there something we are missing, Visit our Other page to find some of our less used resources

Here's where you can enter in text. Feel free to edit, move, delete or add a different page element.

 

 

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