CRA Forms
Official Canada Revenue Agency forms. Links open on canada.ca.
- T2125Self Employed Income
Statement of Business or Professional Activities
- T777Statement of Employment Expenses
Claim work-related expenses for employees
- T2200Declaration of Conditions of Employment
Required before claiming employment expenses
- T2201Disability Tax Credit
Certification for the disability tax credit
Simpson Financial Intake Forms
Pick up at the office or ask at your appointment.
Business Authorization Steps
Steps to authorize Simpson Financial to deal with the CRA on your behalf
Business Income and Expenses Checklist
Complete before your appointment to capture all business income and deductible expenses
Employment Expenses
Worksheet for employees claiming work-space-in-home and other eligible expenses
New Self Employed Client Info Sheet
Information we need to prepare your first self-employment return
Rental Income and Expenses
Track rental income, expenses, and CCA for each property
Authorization Steps for Personal
Steps to authorize Simpson Financial to act on your behalf for personal tax matters
Please DO NOT send tax documents or sensitive personal information through email. We strive to ensure the security and privacy of every client's personal and tax information. Email travels over the public internet. Therefore, we cannot guarantee the privacy of email messages.