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73 Wilson Street West, Unit 21, Ancaster, Ontario L9G 1N1
905.648.8656
brian@bptax.ca
}
Business Hours

Monday to Friday:
9:00 am to 5:00 pm

Connect With US
logo-bptax
}
Business Hours:

Monday to Friday:
9:00 am to 5:00 pm

Connect With US

Worksheets (Preview)

Introduction

We have updated and compiled all our user-friendly, fillable PDF worksheets in one place. Here you can fill them in directly on your computer or phone, save and load to the portal or email us directly. No need to print and scan.

The fillable fields are made available based on the prompts you require. For example, it currently defaults to “single” but once you click common law, married, or separated the spouse/partner fields open to be filled in.

If you have any questions about which forms to use or need assistance, please don’t hesitate to call the office at 905-648-8656.

These forms are to support your tax information booklet when submitting your documents to BPTax.

If you are using the Google Chrome browser, we suggest you read our Additional Worksheet Support Tips to download and save your worksheet PDFs properly.


Personal

[pdftag title=”Tax Information Booklet” file=”https://bptax.ca/wp-content/uploads/2024/03/2023-Tax-Information-Booklet-Form.pdf”]

[pdftag title=”Childcare Cost Worksheets” file=”https://bptax.ca/wp-content/uploads/2024/03/Childcare-Costs-Worksheet.pdf”]

[pdftag title=”Spousal Support Payments Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Spousal-Support-Worksheet.pdf”]

[pdftag title=”RRSP Contribution Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/RRSP-Contributions-Worksheet.pdf”]

[pdftag title=”Union & Professional Dues Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Union-Professional-Dues-Worksheet.pdf”]

[pdftag title=”Charitable Donations Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Charitable-Donations-Worksheet.pdf”]

[pdftag title=”Canadian Political Contributions Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Canadian-Political-Contributions-Worksheet.pdf”]

[pdftag title=”Medical Expenses Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Medical-Expenses-Worksheet.pdf”]

[pdftag title=”Moving Expenses Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Moving-Expenses-Worksheet.pdf”]

[pdftag title=”Caregiver Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Caregiver-Worksheet.pdf”]

[pdftag title=”Digital Subscription Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Digital-Subscriptions-Worksheet.pdf”]

[pdftag title=”Property Taxes Rent Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Property-Taxes-Rent-Worksheet-1.pdf”]

[pdftag title=”Capital Gains/Losses Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Capital-Gains-Losses-Worksheet.pdf”]

[pdftag title=”Investment Property Sale worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Investment-Property-Sale-Worksheet.pdf”]

[pdftag title=”Employment Expenses Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Employment-Expenses-Worksheet-1.pdf”]

[pdftag title=”Rental Properties Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Rental-Property-Worksheet.pdf”]

[pdftag title=”Rental Apartment in Principle Residence Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Rental-of-Apartment-in-Principle-Residence-Worksheet.pdf”]

Small Business

[pdftag title=”Small Business Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Small-Business-Worksheet.pdf”]

[pdftag title=”Farm Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Farm-Worksheets.pdf”]


Estates & Trusts

[pdftag title=”Estate Tax Information Form” file=”https://bptax.ca/wp-content/uploads/2024/03/Estate-Tax-Information-Form.pdf”]

[pdftag title=”Bare Trust Information Form” file=”https://bptax.ca/wp-content/uploads/2024/03/Bare-Trust-Information-Form.pdf”]


Corporations

[pdftag title=”Corporate Worksheet” file=”https://bptax.ca/wp-content/uploads/2024/03/Corporate-Worksheet.pdf”]


Useful Information

[pdftag title=”2023 Marginal Tax Rates” file=”https://bptax.ca/wp-content/uploads/2024/03/2023-Marginal-Tax-Rates.pdf”]

[pdftag title=”Disability Tax Credit Certificate Application” file=”https://bptax.ca/wp-content/uploads/2024/03/2023-T2201-Disability-Tax-Credit-Application.pdf”]


Additional Worksheet support tips!

If you notice the totals are not working in documents like the Childcare Costs, Spousal Support, RRSP, Union & Professional dues, Charitable, Medical, Moving, Digital Subscriptions, capital Gains/Losses, or Investment Property, Small Business, Farm,   or Corporate worksheets.

Some worksheets have a total column that may require a little extra formatting on your end due to auto settings or default settings on your computer.

Then consider the following two options:

One:

Download the worksheet onto your computer.

Go to your Downloads folder (or the your destination folder) and open the document from your computer.

Save your document.

Two.

Change the default settings in Chrome, as this is most often how your PDFs may open.

How do I stop my PDFs from opening in Chrome?

In the Chrome browser, select the three vertical dots in the upper-right corn.

Choose Settings

Click on Privacy and security

Select Site Settings and search for Site Settings, then look for Content, select Additional Content, then look for PDF Documents.

Use the toggle switch next to Download PDF files instead of automatically opening them in Chrome to change the default behaviour.

Contact us today to book an appointment with Brian Petersen, your trusted small business accountant.