CCBI Social Finance Clinic
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CCBI Social Finance Clinic

Signed in as:

filler@godaddy.com

  • Home
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  • Tax Season
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Tax Preparation Services for Individuals and Self employed

We serve self-employed workers, artists, freelancers with tax preparation, bookkeeping and support services. Discounts and sliding scale for members, and payment plans available. Our circular solidarity economy model means net revenues fund the Community Solidarity clinic 

Fee Structure

CCBI Rates

Services for Individuals and Self Employed

Individual Tax preparation

Regular Support & Accompaniment

Regular Support & Accompaniment

 Our tax professionals are available to the public 12 months a year to assist with current and back taxes for individuals and sole entrepreneurs, artists, freelancers.  



Regular Support & Accompaniment

Regular Support & Accompaniment

Regular Support & Accompaniment

We offer consultation outside of tax season preparation as well!

  • Year round support for your independent ventures
  • Support through a government review or audit


Additional services available

Regular Support & Accompaniment

Additional services available

Self-filers 

Consultations for self-filing

Bookkeeping 

We compile your expenses for you

CRA Account access support Need support authenticating your account?

SCHEDULE YOUR INCOME TAX PREPARATION

Request here

5 STEPS TO FILING YOUR TAXES WITH CCBI

Templates for individuals

Document checklist for Individuals

Use this checklist, available in French, English and Spanish to make sure you have everything you need for your T1/TP1 individual tax return. Please have your documents prepared before meeting with CCBI. If you need support preparing your documents we now offer support services (see rates).

General Checklist T1TP1 Multilingual (xlsx)

Download

MeDICAL EXPENSES TEMPLATE

If you have medical expenses, you can submit your pharmacy and/or insurance provider summaries. The template below can be used for expenses that were not included in these summaries. 


Make sure you review the following lists of eligible medical expenses to make sure your claims are compliant:


Quebec: https://www.revenuquebec.ca/en/online-services/forms-and-publications/current-details/in-130-v/

Canada: https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/lines-33099-33199-eligible-medical-expenses-you-claim-on-your-tax-return.html

Medical expenses Template (xlsx)

Download

Template for Self employed

 Whether you’re an artist, freelancer, consultant, contractor, or service provider, 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 is a downloadable resource to help you organize and maximize your deductions for tax filing that you can use throughout the year, try reviewing your bank and credit card statements monthly or quarterly. Includes a checklist of self employment expenses. Contact us if you have moved 40K closer to your place of employment or if you have a mileage log and need to claim vehicle expenses.

Self employed Workbook (xlsx)

Download

Professional Advice

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.

Explaining the Disability Tax Credit

Self Employment

Business Bank Accounts

 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 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:

  1. Go to the Registraire des entreprises du Québec (REQ) website.
  2. Select "Déclarer une nouvelle entreprise" (Declare a new business).
  3. Fill in your details, using your legal name as the business name.
  4. Pay the registration fee (~$38).
  5. 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:

  1. 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).

  1. Mandatory Registration:
    • You exceed $30,000 in self-employment revenue within 4 consecutive quarters.
    • You must start charging GST&QST on the first day following this quarter and 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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