Charles Jeffery - Financial Services

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:
Individuals -
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)
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