2024 is a new chapter; we’d love to be part of your story!
It’s our time to remind you to go through your files, drawers, shoe boxes etc. and find all your 2023 receipts, your 2022 Notice of Assessment and if applicable, all Notices of Reassessments received in the
year. (See Tax Return check list.)
If you are self-employed or have employee expenses, feel free to use the attached worksheet. You can fill it out yourself or use it as a guideline for information that we will need.
Self Employed Tax Worksheet.pdf151.14 KB
We will review your materials as soon as possible and contact you with any questions. Depending on the complexity of your return we may require a deposit. We accept cash, debit, credit cards, cheques and etransfers. When your return is completed, we will contact you to see if you would like us to send it back to you via Express Post, email, or you can pick it up.
Communication is key and we are easy to work with.
Our goal is to remove any fear you may have about paperwork with your personal or business taxes, by making it as easy as we can for you and helping you through each step in a warm and friendly
environment.
The CRA 2023 Tax Return Filing Deadline is April 30, 2024, and we ask that you have all your documentation to us before April 15, 2024.
Please note we will not file your return until we have received your signed T183 and payment-in-full.
If you would like a one-on-one appointment please call the office in advance.
Otherwise you can drop off your papers in person or send them by mail or courier.
Please include the Intake Form with updated information.
PLEASE NOTE OUR NEW ADDRESS BELOW!
Altogether Tax Inc.
1634 Harvey Avenue, Unit 222, Kelowna BC V1Y 6G2
Alternatively, you can scan and email it to us at: This email address is being protected from spambots. You need JavaScript enabled to view it.
We enjoy working with you and look forward to serving you soon.
Cheryl ~ Mariana ~ Ghazal ~ Kelliesha
Rhonda ~ Lynn ~ Sandeep
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The federal government has announced that it will reduce the waiting period for employment insurance benefits. The current employment insurance payment period is 17 weeks, two of these weeks are a waiting period where no benefits are paid and benefits are paid for 15 weeks.
Effective January 1st, 2017, the waiting period will be only one week, meaning the entire benefit period will be reduced from 17 weeks to 16 weeks. If you are a plan sponsor, you may want to note how the change will affect you. This change will affect Short Term Disability (STD) plans qualified under EI Supplementary Unemployed Benefit Plans (SUB) and the EI Premium Reduction Program (PRP). Plan sponsors will have four years to make any necessary adjustments so that existing plans comply. Plan sponsors will receive a letter from the Government of Canada in January 2017, explaining the transitional measures.
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When applying for a student loan, grant or subsidy, you may be asked to provide a proof of income statement (option ‘C’ print) to your financial institution or to a municipal, provincial, territorial or federal government department. Getting your proof of income statement is easy with the Canada Revenue Agency’s (CRA) online services. See more.....
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Families in British Columbia are encouraged to start planning and saving early for their children’s post-secondary education or training programs. To help, the B.C. Government will contribute $1,200 to eligible children through the B.C. Training and Education Savings Grant (BCTESG). For more information....click here
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