Centaur Checklists and Templates
Every year, our clients spend valuable time generating spreadsheets and cover letters which list in detail the specifications of their tax returns. Now it's our turn to thank you! Print out these forms, fill them out as necessary, and submit them with your taxes to reception this year instead
of creating your own.

Please Make Use of These Personalized Forms we have Developed to Make your Life During Tax Season Less Stressful!
 The Following downloadable .pdf files were created by the staff at Centaur Accounting and are for Personal Use Only.

 Click on Form Title to Open

General Checklist
This list can be used by all personal tax clients to help keep track of each slip that is submitted to our staff for income tax processing. A copy will be returned to you upon completion of your taxes, so you can use it as a guide when guessing how many slips you will be receiving next year. This is a great resource for clients who have multiple interest-bearing savings accounts or receive regular dividends from several corporations, and want to make sure they have received all of their slips before filing their tax return.
New Client Information Sheet
This information sheet is filled out by each personal tax client who is new to Centaur Accounting. It lists basic information such as birth date, marital status, etc. When filled out properly, this form will maximize the basic tax credits available to you.
Home Renovation Tax-Credit Worksheet - Excel
Home Renovation Tax-Credit Worksheet - PDF
The Home Renovation Tax-Credit is new for 2009. Use this template (either in Excel or .pdf format) to calculate your maximum available credit. You can bring the worksheet into our office as an alternative to submitting the individual receipts. This will give you an idea of your total credit before having your return prepared, and eliminate the possibility of extra charges for the manual addition of extensive receipts.
Income and Expense Sheet for Businesses
Sole proprietors can use this form to display their total revenues and expenses for the year. Clients who bring in this form will not be charged for hourly bookkeeping services as they are adding the expenses themselves. This form can also be useful for clients who rent out their home or have rental properties during the year.

List of Charitable Donations Made
Printing this list and filling in the charitable donations that both you and your spouse (if applicable) made during the tax year will allow you to see what credit is available to you beforehand, and allow for quicker processing of your tax return. This form is ideal for clients who make several donations during the year.

List of Medical Expenses Incurred
Printing this list and filling in the medical expenses incurred by yourself and your spouse or children under 18 (if applicable) will allow you to see what credit is available to you beforehand, and allow for quicker processing of your tax return. This form is ideal for clients who incur medical expenses that total at least 3% of their net income for the year.

Centaur Accounting Privacy Promise and Release Form
This form should be read by every client who has their tax return processed at Centaur Accounting. It is our privacy promise to you, the client, and will also allow the designation of one individual to pick up your tax return on your behalf if you cannot make it into our office. We recommend that every client print and read this form. A form will be provided to you when dropping off your tax return if you are not able to print from home.
 
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Centaur Accounting Inc. London Ontario  Bookkeeping , Personal , Business and Corporate Tax Preparation