Forms & Links

MBA CPA forms and Tax Preparation  

To make it easier for you this tax season, MBA CPA has compiled the following information to help you organize your personal tax documents and receipts. We have prepared the following checklists that will help you identify what documents and information we require to prepare your tax return. Please print and complete the applicable forms and include them with your other tax information for the year.  

Frequently Missed Tax Credits

Each year we notice that there are many tax credits/deductions that people are unaware of that can result in a reduction in taxes payable or increase any tax refunds. As such, we have compiled a list of the most frequently missed tax credits/deductions. Please follow the links below to obtain more information about each of these items. 

Changes to the Canada Pension Plan

Effective January 1, 2012, the Canadian government has made changes to how the Canada Pension Plan (CPP) is administered. Previously, if you were collecting CPP between the ages of 60 and 65 while still working, you did not have to contribute to CPP based on your earnings. However, the new changes will now require you to continue to contribute to CPP up to the age of 65. Upon reaching 65, an individual has the option to continue to contribute to CPP up to age 70. If you do not wish to contribute to CPP, you must opt out of this by completing form CPT30 prior to stopping your contributions. Your employer is required to honour whichever decision you make. For more information on the CPP changes, please click here. 

Testimonials

Why Choose MBA CPA?

  • Unlimited access to experienced chartered professional accountants 
  • Customized financial strategies tailored to your business needs 
  • Transparent communication with no unnecessary jargon 
  • Year-round support and strategic advice 
  • Fixed-fee pricing for predictable costs 

Whether you’re navigating a period of growth, preparing for an acquisition, or optimizing your financial operations, our Kelowna accountants are here to guide you every step of the way.