YOUR ORGANIZED FILING CABINET

Welcome to your organized, less stressed tax season filing system. Everyone has to file taxes so we might as well make it easier. This resource is for business and personal use. 
 
If you are self employed and not ready to hire a bookkeeper this is the ultimate tool for you. 
Use this digital download to organize your business finances and tax prep like a pro. 
 
WHAT'S INCLUDED?
A well planned Google Drive with labelled folders to prompt you to organize your receipts and documents by category.
Personal income tax folders and checklist so you know what to prepare for tax season
Small business folder to store all of your business expenses, vehicle expenses, business use of home expenses.
Google Sheet to record all business activity and prepare your T2125 self employed tax slip
An info sheet about HST. Here you will learn when to register, how to file, what is required of your business. 
Printable hanging file labels for your DIY paper filing system.
A how to guide to help you get started. 
 
WHO IS THIS FOR? 
- everyone who files taxes
- anyone with self employed income
 
HOW TO USE
- purchase your investment (record it as a business expense under Office Expenses)
- print your labels and get a filing box, tote or drawer
- set office hours every month to do your filing
- use this hybrid paper and digital filing system 
- easily prep your tax return for your tax preparer to file
- keep detailed and accurate records stored in your cloud drive for up to 7 years in the event you are subject to an audit
 
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Due to the nature of this instant downloaded product, no refunds or exchanges will be offered.
 
DISCLAIMER:
Use the provided list of suggested business expenses with your own judgement and consideration. Determine if the business expenses you claim are legitimate. The information provided in this package does not, and is not intended to, constitute tax advise; instead, all information, content, and materials available in this package are for general informational purposes only. In purchasing the Content Creator Business Kit from www.optimizehq.ca, which includes a list of suggested business expenses, you agree to assume responsibility for your own tax filings. The items listed in this package are suggestions and not legitimate for every business.