How should I start using the Corporate and Personal Tax Summary Worksheet?

Jay Goodis -

Please ensure the following corporate details are correctly specified for each corporation:

  • The corporate inputs
  • The opening carryforward balances (as applicable)
  • The corporate income for the fiscal year
  • The dividends paid and other remuneration (as applicable)


Please ensure the following personal details are correctly specified for each individual:

  • The province and tax year to determine the personal tax rates
  • The income, deductions, and credits of the taxpayer


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