We’ve compiled a list of forms commonly used by our health care professional clients. Each listing contains a graphic, a brief explanation and a link to download the form from its source.
2021 Personal Tax Organizer – Healthcare
Please complete this T1 organizer. Then, upload (or attach) this organizer as well as all applicable slips, lists, and other supplemental information to your client portal, in a black and white (no colour please), low resolution formatted PDF.
Examples of tax deductible practice expenses for healthcare professionals
• Practice-related equipment purchases • Practice-related marketing and advertising • Insurance (professional, business overhead, automobile, health and dental premiums) • Interest (line of credit, term loans, etc.) • Management and admin fee (eg. Office overhead expenses) • Maintenance and repairs (equipment, office repairs/maintenance)
Notice of Assessment (sample)
You receive a notice of assessment because you filed a tax return or a return was filed for you. This notice shows the result of the assessment of your return. It is sent to you after we process your return. Keep this for your record. The notice shows the date CRA assessed your return and whether you have a refund, an amount owing, or a zero balance.
RC190 – Information for Educational Institutions Outside Canada
This information will help who is responsible for completing the certificate that confirms qualifying education and tuition costs for students to understand, fill in and certify the applicable Canadian tuition, education, and textbook amounts certificate for students enrolled at a educational institution outside Canada.
T1213 – Request to Reduce Tax Deductions at Source
STOP PAYING TAX NOW WITH THIS FORM: This form is used to request a reduction in deductions withheld on your pay cheque. Use this form for deductions, credits, or non-refundable tax credits that are not part of the Form TD1, Personal Tax Credits Return. Before you send your request to Canada Revenue Agency, make sure that your income tax returns for the previous years are filed and all amounts owing are paid in full. You usually have to file this request every year. Send the completed form with all supporting documents (e.g. past Notices of Assessments showing available credits, RRSP receipts, donation receipts) to your taxpayer services regional correspondence centre. You will find the address on page two of the form.
T1-Adj – T1 Adjustment Request
Use this form to request an adjustment (a change) to an individual income tax return.
T1-M – Moving Expenses
Use this form to claim eligible moving expenses if you moved and established a new home to work or to run a business at a new location.
You can also claim moving expenses if you moved to be a student in full-time attendance in a post-secondary program at a university, college, or other educational institution.
To qualify, your new home must be at least 40 kilometres closer (by the shortest usual public route) to your new work or school.
T2125 – Statement of Business or Professional Activities
This form is used to help calculate self-employed business and professional income.
T2200 – Declaration of Conditions of Employment
The employer must complete this form for the employee to deduct employment expenses from his or her income.
The employee does not have to file this form with his or her return, but must keep it in case CRA asks to see it.