2020 Tax Package

Tax Season Checklist

Prepared at Simplekeeper

www.simplekeeper.ca/2020

(514) 308-0136

Welcome to your 2020 package

In order to expedite your tax package before the deadline of April 30, 2021, please upload all relevant documents for the 2020 tax season via the link sent to your email or via hard copy by mail at:

Attn: Alicia Barchechat

Suite 213, 5555 Westminster,

Cote-Saint-Luc, Quebec,

H4W2J2

For drop-offs, kindly send an email to:

[email protected]

or call us at (514) 308-0136

before coming to our office.

Important Dates For the 2020 Season

March 1st 2021: Tax Season Begins
April 30th 2021: Filing Deadline for Individuals
June 15th 2021: Filing Deadline for Self-Employed Individuals
April 30th 2021: GST/QST Deadline
April 30th 2021: Tax Payment Deadline
April 30th 2022: Payment Deadline for those who Received Assistance for COVID-19 and had less than $75 000 of taxable income

COVID-19 CHANGES

Did you receive a T2200S from your employer? Please ensure to itemize expenses per category so as to allow us to enter them on your return.

Need to book a call with us?

Send your request to [email protected]

All documents must be received by or before Thursday April 1st 2021 to ensure you return is filed before the deadline of April 30 2021.

Please send us all of the applicable documents below

Item	Applicable?	Sent?
Employment Income — T4/RL-1
Trust Income — T3/RL-16
Investment Income — T5/RL-3
Old Age Security — T4A OAS / RL-2
QPP Benefits — T4A(P) / RL-2
Commissions / Business — T4A
RRSP / RRIF Income — T4RSP / T4RIF / RL-2
Employment Insurance Benefits — T4E / RL-6
CERB / CESB/ CRB Income due to Covid-19 - T4A/RL1
RRSP Contribution Slips
Childcare Expenses — RL-24 / RL-30
Donation Receipts / Medical Expenses
Annual Union Dues
Tuition / Textbook Fees — T2202 / RL-8
Information About Eligible Dwellings - RL-31
Other Benefits & Compensations — T5007 / RL-5
Statement of security transactions - T5008 / RL-18
2019 Provincial & Federal Notices of Assessment
2019 Income tax return (New clients only)

Rental, Self employment & Uber Income: See below sections

Self Employment Income

Please send us all of the applicable documents below

Income	Sent?
Professional / Business Income — per month

Deductible Expenses	Applicable?	Sent?
Purchases
Advertising
Meals & Entertainment
Insurance
Interest
Licenses
Memberships
Office Expenses
Office Supplies
Professional Fees
Rent
Salaries & Wages
Taxes
Travel Expenses
Utilities
Motor Vehicle Expenses
Business Use of Home Expenses

Rental Income

Please send us all of the applicable documents below

Per Rental Property	Sent?
Address
Income per month

Deductible Expenses (per rental property, per month)	Applicable?	Sent?
Advertising
Insurance
Interest
Office Expenses
Professional Fees
Management Fees
Maintenance & Repairs (incl. Renovations)
Property Taxes
Travel Expenses
Utilities
Purchase of Appliances

Uber / Uber Eats Income

Please send us all of the applicable documents below

Uber Tax Summary	Sent?
Uber Tax Summary - shows details for revenues and charges for 2020

GST / QST Form	Sent?
GST / QST Form - sent by mail from Revenue Quebec

Motor Vehicle	Sent?
Vehicle make, model, year
Purchase / lease agreement
Total number of kilometers driven in 2020
Total number of kilometers driven in 2020 for income purposes (ex. Uber)

Deductible Expenses	Sent?
Gas & Oil
Parking
Insurance
License & Registration
Maintenance & Repairs
Interest
Lease Cost
Purchase of Props For Vehicle (ex. water bottles, chargers, fans, etc.)
Advertising
Telephone
Insurance Deductible Following An Accident

Parternships

Simplekeeper often collaborates with various professionals in the service world to serve you better. Our partners for the 2020 year can be found below. We are happy to make an introduction at any time.

Profession	Contact person	Contact information
Corporate Lawyer	Helene Asseraf, Fortier D'amour Goyette	[email protected]
Financial Advisor	Alexandre Fyon, Fyon Financial	[email protected]
Commercial Insurance Broker	Yedidya Moryoussef, Assuruni	[email protected]
Personal Insurance Broker	Simon Cohen, Racine Chamberland	[email protected]
Notary and Title Attorney	Laurence Acoca, Acoca Notaires	[email protected]
Commercial and Residential Real Estate Broker	Ofir Levy, Groupe Sutton Immobilia	[email protected]
Property Manager	Ouri Suissa, Akelius	[email protected]
Wealth Management Broker	Aviad Teboul, SFL	[email protected]
Residential Real Estate Broker	Remy Achache, L'expert Immobilier	[email protected]
Corporate Financing for SMB	Charles Barchechath, Groupe Conseil Larouche	[email protected]
Financial Advisor and Wealth Manager	Philippe Mamane, Assante	[email protected]