My Writing > • Claiming the Tax Credits you Deserve


1 Aug 2004

 

 

CGA BC’s Public Practice Mailing Published Online August 2004

 

Are you missing out on claiming tax credits for your clients? Tax credits can generate a significant reduction in taxes and, when carried back to previous years, refunds. Clients may hesitate to claim credits available to them for a variety of reasons ...

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Below is the family tree form referred to in this article:

Client – Family Tree - Worksheet

Personal Tax Credits-What You Need to Know

Eileen Reppenhagen,  The Tax Detective  www.taxdetective.ca

 

 

Grandpa

 

 

 

 

 

 

b.

Health

 

 

 

 

 

 

 

II

 

 

 

 

 

 

Grandma

 

Client

 

 

 

 

b.

Health

 

b.

Health

 

 

 

 

 

 

II

 

 

 

 

 

 

Client Spouse

 

 

 

 

 

 

b.

Health

 

 

 

 

 

 

 

 

 

 

 

 

 

Sister

 

 

 

 

 

 

b.

Health

 

 

 

 

 

 

II

 

 

 

 

 

 

Brother-in-law

 

Dtr

 

 

 

 

b.

Health

-

b.

Health

 

 

 

 

 

 

 

II

 

 

 

 

 

 

Spouse

 

Grandson

 

 

 

 

b.

Health

-

b.

Health

 

 

 

 

 

 

 

 

 

Brother/Sister

 

Son

 

 

 

 

b.

Health

-

b.

Health

 

 

 

 

 

 

 

 

 

 

Here are 10 basic questions to ask. 

1) How many persons live in your home and what are their ages and relationship to you?

2) Whom do you support financially other than those living with you?

3) Does anyone who lives with you have a mental or physical infirmity or disability?

4) Did your marital status change during the year?

5) Did anyone in your family arrive in or leave Canada, or die in the past year?

6) Did your family pay for attendant, child care provider or any retirement or nursing home costs?    

7) Did anyone in your family go to school, part time or full time?

8) Did anyone in your family pay for medical expenses this year?

9) Did anyone in your family pay extended health or dental premiums?

10) Did anyone in your family make donations or gifts to charities?

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