Prepare to Meet Your Preparer!
If this is your first appointment with Artbooks it is important to bring in the last tax return you filed. You also need to total your revenue and expense categories before coming in. There will be no time to do this in the appointment. It might be helpful to bring a list of your questions.
Artbooks works as a team. You and a preparer will work together for at least a hour. At the end of this time you should have a pretty good idea of the damage. After your meeting we provide three levels of checking before the return is xeroxed and copies are sent to Ottawa and you. We will keep one on file.
If you have several years of taxes to catch up, we suggest five basic steps to organize yourself:
- Gather all the bits of paper that might
pertain to the task.
Don't forget that storage locker or the pile in the junk drawer.
Rest - Sort the pile by year.
Rest - Sort the first year into envelopes, lunch
bags or baggies by category.
Rest - Borrow an adding machine
with a tape and add the contents of each envelope.
Rest - Go over the tax check list and see if there is anything that you are missing and begin to track it down. (Especially RRSP receipts, T4 slips and large medical receipts).
If, as a model citizen, you have only one year to prepare, you can follow the above steps skipping the second one.
To help you prepare you can download the complete Artbooks package which includes:
- Tax Checklist: Download
- HST/GST: Download
- Fee Schedule: Download
- Childcare Expense Sheet: Download
- Medical Expense Sheet: Download
- Home Reno Sheet: Download
- All of the Above (11 Pages): Download
PLUS - A Profit and Loss Statement
Choose the category that most closely matches your profession:
- Actor P & L: Download
- Dancer/Choreographer P & L: Download
- Filmmaker P & L: Download
- Journalist P & L: Download
- Musician P & L: Download
- Photographer P & L: Download
- Therapist P & L: Download
- Visual Artist P & L: Download
ALSO - Optional
If you have Acrobat installed on your computer the application will open automatically. If you require Adobe Acrobat please visit www.adobe.com, download the free Acrobat Reader and then return to this page.
If you wish to cancel an appointment please give us at least two working days notice or we will apply a cancellation fee equal to the fee for completing your return.
We look forward to working with you.
Yours in bureaucratic servitude.
ARTBOOKS
720 Spadina Avenue, Suite 513
Toronto ON • M5S 2T9
Tel: 416-466-4435 • Fax: 416-466-3818
Email: artbooks@loosechange.ca
