2020 Tax Package
Tax Season Checklist
Prepared at Simplekeeper
Prepared at Simplekeeper
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:
dyan@simplekeeper.ca
or call us at (514) 308-0136
before coming to our office.
Important Dates For the 2020 Season
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.
| 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
| 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 | | |
| 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 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 | |
| Profession | Contact person | Contact information |
|---|---|---|
| Corporate Lawyer | Helene Asseraf, Fortier D'amour Goyette | hasseraf@fodago.ca |
| Financial Advisor | Alexandre Fyon, Fyon Financial | alex@fyonfinancial.com |
| Commercial Insurance Broker | Yedidya Moryoussef, Assuruni | y-e.moryoussef@assuruni.com |
| Personal Insurance Broker | Simon Cohen, Racine Chamberland | info@asksimon.ca |
| Notary and Title Attorney | Laurence Acoca, Acoca Notaires | laurence.acoca@notarius.net |
| Commercial and Residential Real Estate Broker | Ofir Levy, Groupe Sutton Immobilia | ofirlevy@sutton.com |
| Property Manager | Ouri Suissa, Akelius | ourisuissa@gmail.com |
| Wealth Management Broker | Aviad Teboul, SFL | avraham-aviad.teboul@sfl.ca |
| Residential Real Estate Broker | Remy Achache, L'expert Immobilier | remycourtierimmo@gmail.com |
| Corporate Financing for SMB | Charles Barchechath, Groupe Conseil Larouche | cbarchechath@videotron.ca |
| Financial Advisor and Wealth Manager | Philippe Mamane, Assante | pmamane@assante.com |