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

EXCEL TOOLS BY O.B.S. FINANCIAL

Medical Expense Worksheet

This Medical expense worksheet is used to report all of your medical expenses. Including trips to the doctor over 40km's, parking, and calculates the home accessability tax credit.

Charitable Donations

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 tool will help you track and report your Home Expensess. You MUST have a SIGNED Conditions of Employement Letter from your employer.

 Business Expenses

If 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 spreadsheet allows you to report all of your Rental Income and Expenses for tax purposes.

The Electronic Services Portal

Registration Center

Click here to use our online Registration Forms. Once finished, you will have the ability to add documents.

Upload Center

Check out our easy to use Upload Center. You are just a few clicks away from sending us your tax documents.

Tools

Visit our Tools and Resources page for forms and documents that make it easier for you to get your tax documents organized.

How to Video's

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

Check out these easy how to 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 our tools here.

Other Forms

Is there something we're missing? Visit our Other Forms page to find some of our less used resources.

 

 

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