Tax Season 2025
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5 STEPS TO FILING YOUR TAXES WITH CCBI
Templates for individuals
Document checklist for Individuals
Use this checklist, multiple formats are available for accessibility. Available in French, English and Spanish, excel, word and pdf
MeDICAL EXPENSES TEMPLATE
The Disability Tax Credit
Taxology – Episode 6: Explaining the Disability Tax Credit
Professional advice:
The disability tax credit (DTC) is a non-refundable credit that helps persons with disabilities who have a severe and prolonged physical or mental impairment affecting their daily lives.
The credit can also help the family members who support the person with a disability to reduce the amount they may have to pay at tax time.
In this episode, a CRA expert explains the DTC, to help you understand the credit and the application process, and to clear up any misconceptions.
Tax Tips for the Self employed
Whether you’re an artist, freelancer, consultant, contractor, or service provider, many of the expenses you incur as part of running your business can be claimed on your taxes. Tracking and documenting all your business expenses throughout the year is critical to maximizing your deductions and minimizing your tax liability.
As a self-employed worker, regardless of your industry or field, you may be overlooking business expenses that can be deducted to reduce your taxable income. If you’re not sure whether an expense qualifies or how to claim it, don't hesitate to reach out. We can work together to ensure you're taking full advantage of all the tax benefits available to you.
Here are a few downloadable resources to help you organize and maximize your deductions
- Self employment expenses: Download the list of eligible business expenses for self employed workers
- CCBI T2125 Workbook-2025: To organize your expenses for CCBI tax filing, please complete CCBI T2125 Workbook-2025
- Self employment summary: If you have your own bookkeeping system or need to claim moving (you moved 40km closer to work) or automobile expenses, please complete the Self Employment summary 2026
Professional advice:
Opening a business bank account keeps your business and personal finances separate for easier accounting and tax filing as well as reduces the stress of your personal finances from being scrutinized by Canada Revenue Agency if a review or audit occur. Your bank may require registration with Revenue Quebec for your NEQ or Quebec business number
Registering your Sole Enterprise
Registering for your Quebec Business Number (NEQ)
Why Register for a Quebec Business Number (NEQ)?
- You want to use a different legal name for your business (other than your personal name). Your legal name will still be used as your official business name but you will be able to use an additional name for your business for invoicing and marketing
- You want to open a business bank account to separate your personal and business transactions. You will be able to claim the bank fees as a business expense
How to Register for an NEQ in Quebec (For Sole Proprietors)
What You Need:
- Your legal name (as the business name)
- Business address
- Description of your business activities
Steps:
- Go to the Registraire des entreprises du Québec (REQ) website.
- Select "Déclarer une nouvelle entreprise" (Declare a new business).
- Fill in your details, using your legal name as the business name.
- Pay the registration fee (~$38).
- Receive your 10-digit NEQ immediately after completing the online payment.
Registering for GST & QST
When to Register for GST/QST
You must register for GST/QST in the following situations:
- Voluntary Registration:
- You choose to register voluntarily because it is beneficial for your business (e.g., if you have zero-rated or non-taxable revenue).
- Mandatory Registration:
- You exceed $30,000 in self-employment revenue within 4 consecutive quarters.
- You must register by the first day of the month following the quarter you exceeded the $30,000 threshold.
What You Need to Register for GST/QST
- Your NEQ (from Step 1)
- Your Social Insurance Number (SIN)
- Business address and contact information
- Estimated annual revenue
How to Register for GST and QST
You can register for GST and QST using one of the following methods:
- Register a New Business Service: Use this if you are not registered with Revenu Québec. This service allows you to register for consumption taxes, source deductions, corporation income tax, and clicSÉQUR.
- My Account for Businesses: Use this if you are already registered with Revenu Québec. Access the service in the Consumption Taxes section in My Account.
- Form LM-1-V: File the Application for Registration form if you prefer a paper-based method.
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