John H Anderson, Certified General Accountant 

The following forms are available to assist you in assembling your income tax information that you will provide to us. These forms will enable us to prepare your income tax return. Completion of these forms will ensure that you capture all relevant information and provide us with clarity of that information. Please print the applicable form(s), complete the form and include with your other income tax information.

Income Tax Checklist
The income tax checklist will assist you in organizing and compiling your income information. Please complete the form and submit it with your information.

2009 Tax Checklist

T2125 Business and Professional Activities
The T2125 form is to be completed by self-employed individuals.

Self employed/partnership worksheet

Auto Expenses
This form should be completed if you wish to claim automobile expenses, either through your employment (please include signed T2200 from your employer) or as a self employed individual.  If you purchased or leased a new vehicle this year, please provide us with a copy of the lease or purchase agreement.

Auto expense worksheet

Home Expenses
This form should be completed if you wish to claim business use of home expenses. You are entitled to claim a portion of your home if you have a self-employed business.

Home Office expense worksheet

T776 Real Estate Rentals
The T776 form is to be completed by individuals with rental properties. Please prepare a form for each property you own.

Real Estate Rental Schedule

(For anyone using the full excel worksheets, the yellow cells are the ones into which you enter your information.   Please do not input anything into any of the other cells.  If you discover formulas, errors in the sheets, please email me at john@jandersoncga.com and we'll get the spreadsheets cleaned up)