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EmploymentExpensesIt is important to complete the following form clearly, accurately and in detail.
IdentificationName
Home Telephone
Employer Name
TAXplan - Employment Expense Organizer
Page: 1taxplancanada.ca
For Tax Year
Accounting and legal fees
Advertising and promotion
Food, beverages and entertainment expenses
Lodging
Parking
Supplies (eg: postage, stationary, printer ink)
Tradesperson’s tools expense
Apprentice mechanics tools expenses
Musical instrument expenses
Employment ExpensesITEM AMOUNT
TAXplan - Employment Expense Organizer
Page: 2taxplancanada.ca
Automobile Related ExpensesPlease complete the following if you use your own automobile in the course of your business activities. (Please fill in all details)
Make, model & year of your vehicle
If owned, purchase date & price
Is vehicle owned, leased or financed?
If leased, lease end date
If leased, lease start date
Total kms driven in taxation year
If financed, purchase date & price
If car was sold what was the sale price?
Kms driven for business purposes
TAXplan - Employment Expense Organizer
Page: 3taxplancanada.ca
Auto Expenses
Lease Payments for Taxation Year
Fuel
Repairs & Maintenance
Auto Insurance
License & Registration
Interest expense on money borrowedto purchase the vehicle
ITEM AMOUNT
Car Washes
Parking
TAXplan - Employment Expense Organizer
Page: 4taxplancanada.ca
Home Office Related Expenses
Electricity, heat & water
Maintenance
Insurance (commission employees only)
Property Taxes (commission employees only)
ITEM AMOUNT
Note: When calculating the percentage of your home used for business purposes use either a square footage ratio or the number of rooms you use divided by the total number of rooms in the home. In either case, eliminate common areas such as hallways and bathrooms.
Please complete the following if you use a part of your home in the course of your business activities.
What percentage of your home do you use for business?
Page: 5taxplancanada.ca
TAXplan - Employment Expense Organizer
Other Noteworthy InformationOther Noteworthy Information (please specify):
By submitting this form you agree to the following terms: Although every effort is made to reduce your tax payable by uncovering all available credits and deductions, TAXplan cannot be held responsible if something is missed. Your input and questions are both welcome and necessary to prepare the best possible tax return for you.
Disclaimer
Signature
Date
*I hereby acknowledge that the above information is accurate and complete.
