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BOOKKEEPING

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Year-End Information Data Verification Report

Basic Information

Enter a date

$

Business / Corporation Bank Accounts Balance - Verification

$

Amounts in Holdback Account and/or Investment Account Balance

Bank Loans Payable
Date Bank Loan Opened Original Loan Amount Monthly Payment Monthly Interest If Not
Included in Payments
Current Loan Balance
$
$
$
$
$
$
$
$
$
$
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$
Additional Information Required Verification Of Your Total Home Office Expense This Year (if not already provided)
$

Home Phone

$

Utilities

$

Inurance

$

Property Tax

$

Mortage Interest

$

Rent Paid

$

Computer Servies / Internet

$

Repairs and Maintenance

$

TV and Home Intertainment

Equipment Purchased This Business Year
Equipment Type Year / Make Purchase Price Down Payment Monthly Payment
$
$
$
$
$
$
$
$
$
Equipment Sold This Business Year
Equipment Year / Make Selling Price GTS Collected Notes / Comments
$
$
$
$
$
$
Equipment Leased This Business Year
Equipment Year / Make Total Price Down Payment Monthly Lease
$
$
$
$
$
$
$
$
$
Support Transportation / Auto Expense This Year

If this information has already been supplied, please skip this info request section.

$

Fuel

$

Lease / Rental

$

Repairs and Maintenance

$

License and Insurance

Please FAX or SEND us a copy of any Loan Agreements, Equipment Purchase Contracts and Lease Agreements.

Personal Tax Information Home Buyers Repayment Instruction
$
$
$
Total Amount of Personal Tax Installments Paid this Year to Date
$
$
Please provide copies of the following
  • All T-Slips (T4, RRSP, T4a, T5)
  • Copy of last personal tax return filed
  • Copies of last notice of assessment
  • Copy of last Corporation tax return filled –( if business is a corporation)

Note: If you are a new client, please click here to provide us with the applicable personal tax information.

To send us the applicable copies, please scan your information and save as pdf and use our upload link below to send us the information.

To upload your documents, go to www.trucktax.ca click the LOGIN TO UPLOAD link.

  • Enter the user name and password assigned and upload the documents.
  • If you do not have a Login user name and password, call (888)-456-6504 to request your login credentials.

Similarly, please send us copies of all loan agreements, equipment purchased contracts, and lease agreement/contracts.

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