EXCEL TOOLS UPLOAD PAGE

At OBS Financial, we are always making tools available for our clients to assist them in gathering thier tax information as well as save them Money by doing the Data Entry themselves. On This Page you will find downloadable templates that you can use.

 

 

REMEMBER, WHEN FINISHED, SAVE AND EMAIL ALL DOCUMENTS TO FORMS@OBSTAX.COM

Please note, all Files that are available on this website are considered intellectual property and are for the explicite use by OBS Financial Clients Only. Any other use is strictly prohibited by law. 

For "willful" infringement, a court may award up to $150,000 per work infringed. A court can, in its discretion, also assess costs and attorneys' fees. ... Willful copyright infringement can also result in criminal penalties, including imprisonment of up to five years and fines of up to $250,000 per offense.

MEDICAL EXPENSE WORKSHEETS

 

In this workbook, there are 3 worksheets that allow you to calculate yout total Medical Expenses, Your Travel and mileage expenses, Parking, Meals and Any Home Accessability expenses that you may have had throughout the year. It also has a worksheet ta Calculate IVF and other fertility costs as some provinces, including Manitoba, will credit you upto 40% of these expenses.

 

Download the file today (Below) and then Upload scans or image's of your reciepts so that we can authenticate the expenses and represent you free of when the CRA audits you.

Medical Expense Worksheet
Select the Tab you want to work on, Enter your expenses, and email it to forms@obstax.com
2020 Medical Expenses online.xlsx
Microsoft Excel sheet [77.1 KB]

Charitable Donation Worksheet

 

This worksheet is designed specifically for Charitable donations.

Download it, Complete the information including the receipt #

 

 

Download the file today (Below) and then Upload scans or image's of your reciepts so that we can authenticate the expenses and represent you free of when the CRA audits you.

Charitable Donation Worksheet
Download, and enter in your charitable donations, Dont Forget to Upload your copies.
Donations for website.xlsx
Microsoft Excel sheet [55.1 KB]

Tradesperson Tools Worksheet

 

This worksheet is designed specifically for journeyman or apprentice tradespeople

Download it, Complete the information including the receipt #

 

 

Download the file today (Below) and then Upload scans or image's of your reciepts so that we can authenticate the expenses and represent you free of when the CRA audits you.

Tools Worksheet
Tools expense sheet.xlsx
Microsoft Excel sheet [54.5 KB]

Use of Home Worksheet - FOR EMPLOYEE'S

 

This worksheet is designed specifically for employee's who are required to use their home for work and have a

Signed T2200 Conditions of employement from their employer

If you do not have a signed T2200, you can not claim

 

 

Download the file today (Below) and then Upload scans or image's of your reciepts so that we can authenticate the expenses and represent you free of when the CRA audits you.

Use of Home Expenses - For Employee's
Employee Use of Home Expenses FOR WEB.xl[...]
Microsoft Excel sheet [16.3 KB]

Business Expense Worksheet - For businesses to record their expenses

3 Versions

No Tax Collections - For business taht does not collect PST or GST

GST Collections - For Business that collect GST and Not PST

GST / PST - For Business taht Collect Both Tax

 

This worksheet is designed specifically for Business Owners who want to do their own bookkeeping

3 Worksheets are set up for you to record your

Income ~ Business Expenses ~ Home Expenses

 

Download the file today (Below) and then Upload scans or image's of your reciepts so that we can authenticate the expenses and represent you free of when the CRA audits you.

Business Bookkeeping Spreadsheet - For Business who do not Collect Tax
Use this Spreadsheet if you do not collect GST or PST
OBS Business Expense Worksheet - No Tax [...]
Microsoft Excel sheet [891.9 KB]
Business Bookkeeping Spreadsheet - For Business who Collect GST
Use this Spreadsheet if you collect GST only
OBS Business Expense Worksheet - No Tax [...]
Microsoft Excel sheet [891.9 KB]
Business Bookkeeping Spreadsheet - For Business who Collect GST & PST
Use this Spreadsheet if you do not collect GST or PST
OBS Business Expense Worksheet - No Tax [...]
Microsoft Excel sheet [891.9 KB]
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