2015: The downloadable resources in this section are help get your books together.

You will require Acrobat Reader (free download) to view the files.

For Individual Tax Payers and Couple Tax Payers

2015 individual tax return - checklist (.pdf 152kb)
2015 Annual Letter to existing clients (.pdf 245kb)
Home Office Usage worksheet (.pdf 164kb)

For Property Owners/Landlords/Landladies

Rental Property worksheet with notes (.pdf 252kb)
Capital GAIN or Capital LOSS on real estate - worksheet & notes (.pdf 252kb)

For Investors

Share Record (COST BASE) with notes and samples (.pdf 350kb)
Dividend Income summary (.pdf 197kb)
Interest Earned  (.pdf 172kb)
Trust Income Distribution Schedule  (.pdf 393kb)
Managed Funds Records (cost base) with notes and samples (.pdf 295kb)

For Primary Producers and Business Owners/Operators and Self-Employed

Livestock Schedule (.pdf 68kb) for sheep and cattle farmers
Credit Card analysis, notes & instructions (.pdf 242kb) - for use where personal credit card is used to pay business expenses and then paid off over future months
Notes On Bookkeeping (.pdf 188kb)

Please note the copyright on all files remains with CTC Tax & Accounting Services.  CTC clients are supplied with the MS-Excel working files on request.

 

Links regarding application of GST laws:

Common Errors with GST