task

CREATE-file

[previously]

  1. ] NEW task IN 
    1. ]  
    2. ] OBJECTIVE = create and file income tax returns, LIST of steps
    3. ] Personal
    4. ] Business

[currently]

  1. [00:00] NEW task IN PERSONAL-ITR
    1. x] download tax program - ( recommended Studio Tax ) 
  2. [00:00] NEW task IN 
    1. x] install tax program 
  3. [00:00] NEW task IN 
    1. x] gather all your income tax reciepts, these typically include 
    2. x] T4 employment income, 
    3. ] T4A 
    4. ] T4E(ei) - IF you recieved Employment Insurance Benefits 
    5. ] 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, 
  4. [00:00] NEW task IN 
    1. ] start tax program - Enter amounts for 
  5. [00:00] NEW task IN 
    1. ]
  6. ] NEW task IN 
    1. ] 
  7. ] NEW task IN 
    1. ] 
  8.  

[next]

  1. ] NEW task IN BUSINESS-ITR
    1. ] see steps 1 - 3 in PERsONAL-ITR
  2. ] NEW task IN 
    1. x] print out all invoices ( gross income) 
  3. ] NEW task IN 
    1. x] create/print out "invoices summary" ( LIST of all invoices ) 
  4. ] NEW task IN 
    1. x] scan ? print "subcontractor reciepts", 
    2. x] create/print out "subcontractor receipts" summary
  5. ] NEW task IN 
    1. ] reciepts-expenses - ] gather, ] organize by ???
    2. ] cats = ] advertising, ] meals/entertainment*, ] supplies, ] office expenses, ] telephone/utilties, ] home office
  6. ] NEW task IN 
    1. i] create/print "reciepts-expenses summary" - listing of all recipts, by category, by date
  7. ] NEW task IN 
    1. ] reciepts - scan to PDF, 
    2. ] link reciepts-summary to reciepts-pdf 
  8. ] NEW task IN 
    1. ]
  9. ] NEW task IN 
    1. ] print out Tax Return and Forms from tax program, paper, PDF - forms = ] General t1-t4, ] t2125(#)business, ] schedule1(), ] schedule6(witb), 
  10. ] NEW task IN 
    1. x] FILE ITR with .gov using program, NETFILE feature
  11. ] NEW task IN 
    1. ] make payment 
    2. OR
    3. ] wait for refund chq
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Details

ID: 6127

NAME: CREATE-file

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

START DATE TIME: 2016-05-03 11:16:50

EST DURATION: 01:00:00

END DATE TIME: 2016-05-03 12:16:50

STATUS: To-Do

PRIORITY: -5

OWNER ID: 1

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