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.

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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.