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Personal Tax

Individuals, Partnerships and Trusts

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With various sources of income and the introduction of new tax credits, personal taxes can be complex. Contact Robertson Accounting to maximize your return and plan for the future.

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Partnerships

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For income tax purposes, a partnership is a relationship rather than a legal entity. Each partner needs to report their share on their own income tax return. However, there may also be filings required by the partnership itself, such as: 

GST / HST

For GST/HST purposes, a partnership is considered to be a separate entity. It may be required to register for and collect GST/HST if it provides taxable supplies. 

T5013 Return

If a partnership meets certain criteria in terms of ownership, income or activities during the period, it may need to file a T5013 - Statement of Partnership Income return.

Underused Housing Tax

Any person who owns a residential property as a partner of a partnership must file a UHT return.

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Individuals and Trusts

CRA Audit Consulting

Assist with communication and the resolution of issues with the CRA

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Personal T1 Return

Prepare annual T1 tax returns and related schedules, including: 

  • T2125 - Business or Professional Income

  • T776 - Real Estate Rentals 

  • Schedule 3 - Capital Gains and Losses

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Tax planning

Provide tax planning strategies for:

  • Retirement and estate planning

  • Succession planning

  • RRSP, TFSA and investments

  • Income splitting

  • Incorporation vs. sole proprietorship

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Underused Housing Tax

Prepare UHT returns, for qualifying individuals and partnerships owning residential real estate

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Government Remittances

Prepare government remittances for sole proprietors

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Trust T3 Return

Prepare T3 annual trust tax returns

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