CJFS - Client Resources

Charles Jeffery - Financial Services

CLIENT RESOURCES

We have done our best to provide a set of forms and documents below to assist with the preparing of your returns and statements. We have also tried to provide you with some basic infomation on items such as Northern Residents Deductions. The list of documents below is not meant to be comprehensive. We encourage you to call us with any of your questions or concerns.

October 21, 2015 - We are currently working on updates to this page for the 2015 - T1 Tax Season. We should have all new forms populated with funtioning links by January 15, 2016. Thank you for your understanding. If you need any asistance in obtaining current forms please don't hesitate to contact us at 867-920-4400.

We use a secure client extranet hosted by ShareFile.

ShareFile is a tool for sending, receiving, and organizing large business files online. It is a password-protected area for sharing information with clients and it's an easy way to send files that are too large to e-mail such as QuickBooks and Simply Accounting Files.

To use our Sharefile site you must first be registered by either calling or emailing the staff member working on your file. Once registered you will receive an email containing your login information.

You can access your account with the information below:

Login URL: https://cjeffery.sharefile.com

Individuals - (2015 Rates For 2014 and prior year T1s)

Preparing your 2014 T1 Personal Income Tax And Benefits Return

2014 - Check List & Tax Organizer

2014 - T1 Client Questionnaire

2014 - T1 Client Engagement Letter

Northern Residents Deductions - Residency & Travel

Explanation of Northern Residents Deductions Claimed on T2222

2014 - Northern Prescribed Zones

2014 - Northern Residents Deductions - Residency Worksheet

2014 - Northern Residents Deductions - Travel Worksheet

2014 - Northern Residents Deductions - Travel Claim - SAMPLE

2014 - Northern Residents Deductions T2222(e) Form

2014 - Treasury Board of Canada - Vacation Travel Assistance (VTA) Rates

2014 - Meal & Vehicle Rates

Moving Expenses

2014 - Moving Expenses Deduction Form

2014 - Meal & Vehicle Rates

Employment Expenses

2014 - Declaration of Conditions of Employment Form

2014 - Employment Expenses Form

2014 - Business Use of Home Calculations

Other Useful Forms:

2014 - Direct Deposit Request Form

2014 - T1013 Authorizing or Cancelling a Representative

2014 - RC59 Business Consent Form

2014 - Bank of Canada Average Exchange Rates

2014 - First-time Home Buyers' Tax Credit Infomation

2014 - Home Buyers' Plan (HBP) Infomation

Capital Gains (or Losses) Worksheet - Sale of Stocks

2014 - Tax Free Savings Account (TFSA) Guide

2014 - General Income Tax and Benefits Guide

2014 - Information for Residents of the Northwest Territories

2014 - Tax Rates

Assessment and Review Tax Returns:

2013_T1 - Northern Residency - Travel: Assessment Reply (Template)

2013_T1 - Northern Residency - Resident: Assessment Reply (Template)

Proprietorships

Starting a Bookkeeping Structure

Incorporation vs. Proprietorship

Invoice Register - Excel Template

Cashbook - Excel Template

Basic Record Keeping - Excel Template

2014 - RC59 Business Consent Form

Contact Info

Charles Jeffery Financial Services

Suite 118 - 314 Old Airport Road
Yellowknife, NT X1A 3T3

867-920-4722

info@cjeffery.com

(C) Copyright Charles Jeffery Financial Services, 2015