phone705 329 7700 fax705 327 7453


Successful financial management and planning are founded on accurate and up to date information. Here are some links to the latest tax news and publications that we find particularly useful. If there’s something you don’t see here, or you have any questions, we are just a phone call or email away.

To use the resource table, simply select a subject that interests you.

2023 Tax Time Helpful Resources

2023 Tax Organizer

The Tax Organizer will help you find tax savings, and provide you with a list of exactly what we’ll need to complete your tax return.

2023 Personal Income Tax Checklist

Eliminate confusion at tax time! Be sure that everything is organized and ready for your accountant with this checklist made for 2023.

Details of Eligible Medical Expenses

Authorized medical practitioners for the purposes of the medical expense tax credit.

Authorized Medical Practitioners

Authorized medical practitioners for the purposes of the medical expense tax credit.

Form T777 – Statement of Employment Expenses

Complete this form if you have home office expenses related to working at home in 2023 due to COVID-19. See the 2023 Personal Tax Checklist for examples of eligible and non-eligible home office expenses or go to the CRA website here.

Motor Vehicle Expense Form

You can deduct expenses you incur to run a motor vehicle you use to earn business income and sometimes if you are required by your employer to travel during the course of performing your employment duties (see Form T2200).

Work Space In-Home Expenses

You can deduct expenses for the business use of a workspace in your home, as long as you meet one of the following conditions:

  • it is your principal place of business (>50% business use)
  • you use the space only to earn your business income, and you use it on a regular and ongoing basis to meet your clients, customers, or patients

Statement of Business Activities

This is used to calculate your business or professional income as a self-employed person. Use it if you are the only person in the business (sole proprietorship) or if you are in business with one to five other people (partnership). You’ll mark down your business income, cost of goods sold, and business expenses.

Statement of Real Estate Rentals

This form is used by rental property owners to report their rental income and expenses for income tax purposes.