Personal Farming Tax Workbook is a tool that will decrease the time your accountant takes to complete your farm schedule on your return. The basic workbook inlcudes:
Income summary page that your accountant will use to complete your personal farm schedule. I        have tailored it based on income and expense reflected on this schedule T2042 - Statement of Farming Activity.
Income and expense transaction tracking working paper, with drop down functions. All amounts  pull to summary page. A section for farm vs personal percentage of expenses
 Ending Inventory tracking working paper
Grain conversion working paper
GST return working paper
Medical expenses tracking working paper
Capital asset Tracking working paper
PLUS:
Bank reconcilation work paper to ensure you are capturing all your transactions
Separate working paper for credit card transactions that calculates the running balance
 
This package includes a 1 hour 1:1 session to go over the workbook and how it works. Get a process in place for you to use it, in a way that works best for you. If you purchased this package please book your 1:1 session either through email or on the booking page.