Resources

March 13, 2020

Dear client,

During these unprecedented times in current history, we want to wish you all well and let you know that Willington Martin remains ready and available to prepare your tax returns.  Resourcefulness, patience and precaution have become the new norm.   Our firm has implemented new measures to keep you and us safe and healthy.

One of those measures, noted in our recent tax season package recommended using our FTP web portal for secure, direct document exchange.  We want to underscore the importance of taking the step to setup your web portal now.  We remind you that it is easy to setup and use and is the safest way to exchange documents, while limiting person to person contact as an added safety precaution.  Please note that we will be placing all paper document packages in holding boxes for 3 days, due to surface germs, after which time they will be put into regular processing.

In order to continue to serve you and keep you and our team safe and healthy, we have also increased our cleaning protocols and practices, as widely advised by health officials.  So that we can continue to serve you, each of our team members are setup to work from home should the need arise.

We appreciate your understanding and the efforts you practice to help keep everyone safe and healthy.

Take good care.

Theresa Martin, CPA, CGA

Willington Martin CPAs

Personal Tax Client Checklist

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Personal Tax Engagement Letter

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Personal Tax Process

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Business Statement for T1

Excel spreadsheet tool for Business Statement for T1 (file format is .xlsx).

DOWNLOAD EXCEL TOOL

Employment Expenses for T1

Excel spreadsheet tool for Employment Expenses for T1 (file format is .xlsx).

DOWNLOAD EXCEL TOOL

Home Office Employment Expenses – Temporary COVID period

DOWNLOAD EXCEL TOOL

Rental Statement for T1

Excel spreadsheet tool for Rental Statement for T1 (file format is .xlsx).

DOWNLOAD EXCEL TOOL

Porter Hétu International

An Association of Accounting firms across Canada and Internationally for which Willington Martin is an independently owned and operated member firm.

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Chartered Professional Accountants of Ontario

An educator, thought leader, regulator, advocate and provider. CPAO protects the public interest by ensuring members meet the highest standards of integrity and expertise.

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Department of Finance Canada

News Releases, Notices to the Media, Consultations, Budget, Tax Treaties and Where Your Tax Dollar Goes

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Statistics Canada

Providing Key Indicators such as: Population estimate, Consumer Price Index, Unemployment rate, Real GDP by expenditure.

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The Canada Revenue Agency

Tax information for individuals, businesses, charities, and trusts.

VIEW SITE

Personal Tax Client Checklist

VIEW/PRINT PDF DOCUMENT

Personal Tax Engagement Letter

VIEW/PRINT PDF DOCUMENT

Personal Tax Process

VIEW/PRINT PDF DOCUMENT

Business Statement for T1

Excel spreadsheet tool for Business Statement for T1 (file format is .xlsx).

DOWNLOAD EXCEL TOOL

Employment Expenses for T1

Excel spreadsheet tool for Employment Expenses for T1 (file format is .xlsx).

DOWNLOAD EXCEL TOOL

Home Office Employment Expenses – Temporary COVID period

DOWNLOAD EXCEL TOOL

Rental Statement for T1

Excel spreadsheet tool for Rental Statement for T1 (file format is .xlsx).

DOWNLOAD EXCEL TOOL

Porter Hétu International

An Association of Accounting firms across Canada and Internationally for which Willington Martin is an independently owned and operated member firm.

VIEW SITE

Chartered Professional Accountants of Ontario

An educator, thought leader, regulator, advocate and provider. CPAO protects the public interest by ensuring members meet the highest standards of integrity and expertise.

VIEW SITE

Department of Finance Canada

News Releases, Notices to the Media, Consultations, Budget, Tax Treaties and Where Your Tax Dollar Goes

VIEW SITE

Statistics Canada

Providing Key Indicators such as: Population estimate, Consumer Price Index, Unemployment rate, Real GDP by expenditure.

VIEW SITE

The Canada Revenue Agency

Tax information for individuals, businesses, charities, and trusts.

VIEW SITE