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Task Description: ] CREATE-file# # - 2015-income-tax-return = ITR-2015 -

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Content: use HTML Edit Content <h1 style="text-align: center;">CREATE-file</h1> <h2>[previously]</h2> <ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>] &nbsp;</li> <li>] OBJECTIVE = create and file income tax returns, LIST of steps</li> <li>] Personal</li> <li>] Business</li> </ol></ol> <h2>[currently]</h2> <ol> <li><strong>[00:00] NEW task IN PERSONAL-ITR</strong></li> <ol> <li>x] download tax program - ( recommended Studio Tax )&nbsp;</li> </ol> <li><strong>[00:00] NEW task IN&nbsp;</strong></li> <ol> <li>x] install tax program&nbsp;</li> </ol> <li><strong>[00:00] NEW task IN&nbsp;</strong></li> <ol> <li>x] gather all your income tax reciepts, these typically include&nbsp;</li> <li>x] T4 employment income,&nbsp;</li> <li>] T4A&nbsp;</li> <li>] T4E(ei) - IF you recieved Employment Insurance Benefits&nbsp;</li> <li>] RRSP reciepts - IF you contributed to an Registered Retirement Savings Plan(RRSP) between March of last year and the end of February this year, the amount can be deducted,&nbsp;</li> </ol> <li><strong>[00:00] NEW task IN&nbsp;</strong></li> <ol> <li>] start tax program - Enter amounts for&nbsp;</li> </ol> <li><strong>[00:00] NEW task IN&nbsp;</strong></li> <ol> <li>]</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>]&nbsp;</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>]&nbsp;</li> </ol> <li>&nbsp;</li> </ol> <h2>[next]</h2> <ol> <li><strong>] NEW task IN BUSINESS-ITR</strong></li> <ol> <li>] see steps 1 - 3 in PERsONAL-ITR</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>x] print out all invoices ( gross income)&nbsp;</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li><span style="background-color: #ffff99;">x] create/print out "invoices summary"</span> ( LIST of all invoices )&nbsp;</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>x] scan ? print "subcontractor reciepts",&nbsp;</li> <li><span style="background-color: #ffff99;">x] create/print out "subcontractor receipts"</span> summary</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>] reciepts-expenses - ] gather, ] organize by ???</li> <li>] cats = ] advertising, ] meals/entertainment*, ] supplies, ] office expenses, ] telephone/utilties, ] home office</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li><span style="background-color: #ffff99;">i] create/print "reciepts-expenses summary"</span> - listing of all recipts, by category, by date</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>] reciepts - scan to PDF,&nbsp;</li> <li>] link reciepts-summary to reciepts-pdf&nbsp;</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>]</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>] print out Tax Return and Forms from tax program, paper, PDF - forms = ] General t1-t4, ] t2125(#)business, ] schedule1(), ] schedule6(witb),&nbsp;</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>x] FILE ITR with .gov using program, NETFILE feature</li> </ol> <li><strong>] NEW task IN&nbsp;</strong></li> <ol> <li>] make payment&nbsp;</li> <li>OR</li> <li>] wait for refund chq</li> </ol></ol>