Self-employed tax help by profession in Canada

Records to gather

A single project might generate a booking fee, later royalties and equipment rentals. Gather contracts, royalty statements and production receipts so those amounts can be matched to the work.

Records to gather

For a chair rental or home studio, bring booking and payment summaries showing service sales, product sales and tips. Gather chair rent, merchant fees and supplies, including purchases paid in cash.

Records to gather

For each job, keep the customer invoice, material receipts and subcontractor bills together. Identify deposits and progress payments, and keep a separate list of tools and equipment you purchased or leased.

Records to gather

If you work on retainers or projects, match your invoices to each contract and note any travel the client reimbursed. If you incorporated during the year, tell us when the new company began billing.

Records to gather

For lessons, classes and home daycare, keep track of session fees, prepaid packages and refunds. Bring facility rentals and supply receipts, and identify any wages earned from a school, gym or centre.

Records to gather

Organize progress billings, subcontractor invoices and site travel by project. Separate equipment purchases from rentals, and note which project expenses a client paid back.

Records to gather

Tell us whether you sell what you grow or catch, or provide contract services to another operator. Identify each activity, any quota or equipment transactions and your tax years so we can confirm the filing and scope.

Records to gather

A bookkeeper may bill a monthly retainer while a sales representative earns a commission on each order. Gather invoices or commission statements and flag fees, reversals and amounts a client reimbursed.

Records to gather

For a catering job, tour or event, record the deposit, final payment and any refund. Bring booking-platform or point-of-sale summaries showing the sale before fees, plus food, materials and venue costs.

Records to gather

If an insurer pays you through an agency, gather your commission statements, renewals and chargebacks. Include agency fees shown on the statements so we can see how each payout was calculated.

Records to gather

Bring a summary of billed fees, disbursements and unpaid invoices. If you hold money for clients, identify it separately from your own fees. A quote inquiry only needs a description of your practice.

Records to gather

Alongside client invoices, gather platform earnings, affiliate payouts and sponsorship agreements. Keep a record of products, trips or services a brand provided in exchange for content.

Tax return preparation for creators and influencers

Records to gather

If a clinic pays you after deducting an overhead share, bring the statement showing both figures. If you own the practice, tell us whether you bill personally or through a professional corporation. Leave patient details out of your inquiry.

Records to gather

Use your bookings to separate direct client payments from agency or app payouts. For mobile visits, keep a travel log and records of supplies you bought for the service.

Records to gather

If you visit several properties in a day, your appointment calendar can help you match invoices to jobs and check your travel log. Gather supply receipts, seasonal contracts and purchases of larger equipment.

Records to gather

For agents and brokers, start with the brokerage statements showing gross commissions, splits, desk fees and referral payments. Appraisers, inspectors and stagers can start with invoices by property or engagement.

Records to gather

Download marketplace or store reports showing gross sales, returns, fees and shipping. Include year-end stock counts and records for raw materials or goods you made but had not yet sold.

Records to gather

Gather client invoices, platform payouts and receipts for equipment, hosting and software. Flag contracts billed in a foreign currency, particularly if your payment processor converted the deposit to Canadian dollars.

Records to gather

If you split fees with a clinic or rent a treatment room, gather your settlement statements and room rental agreement. Keep totals for sessions, workshops and product sales separately, without including client names in your inquiry.

Records to gather

Gather platform or dispatcher statements showing fares, tips, fees and payouts, alongside your trip log and vehicle records. Tell us if you carry passengers, deliver goods or do both.

Tax return preparation for rideshare and delivery drivers

Records to gather

Repair orders can show parts, labour and warranty reimbursements separately. Bring your parts purchases, a year-end count of stock on hand and a list of larger shop tools or diagnostic equipment.