Posts Tagged Checklists and Posting Sheets

301 Reasons to Read Lists

uh , .. it’s on my other blog .. no need to duplicate stuff but, a good “Heads Up” never hurts! See my post over at … the And You Retire Blog ..

Reader’s Digest Version:
Darren’s great, people wrote great lists, I submitted something great, contributors gets great traffic, and somehow in it all - there are some REALLY GREAT LISTS OF TIPS ETC in these! Follow the links on the great AndYouRETIRE.com blog :~

Good Find: Need Some Tips?

EGADS … sometimes I get SICK of reading all the tips out there on websites .. in blogs .. reading their lists .. their top ten picks .. etc etc .. Most are purely written because some ‘bloggers’ suggest to others that people really want to read tips and lists (do we have a short attention span?) .. and it will increase traffic.

Y E T … I’ve been quite fascinated with this site: Sound Money Tips … so, I guess I will make my own list.. since .. It’s got tips on everything! More →

Time’s Up! Stop!

Well .. Monday, May 1, 2006 was the deadline here in Canada for most individuals to file their income return, and myself well - my last E-File was sent at 11:56pm.

Here’s how my TO-DO list now stands ..

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ToDo List - 6 days to go!

Well .. it might not seem like progress to some, still having 55 items in my ToDo list .. however this past week I have made some great progress (as you recall it was 67 last week and rising).

There are currently two jobs that are eating up my time though, and about 5 more that I have to find a good block of time to dedicate to the start, doing and completion of the tasks .. but other than that .. I should be ticking jobs off my list in quantities.

For a few of the non-May 1st deadlines and Year Ends, I have enlisted the aid of a part-time helper with the inputting of raw data into the computer (cheque stubs and stuff like that) .. to help speed up the future completion of any of the jobs that might be put off until May 2, 2006 - to help me turn it over sooner.

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Back to FIFO With my To-Do List

I posted my TO-DO List as at Monday April 10, 2006 .. HERE .. which shows that I had 67 items on my To-Do list.

Well .. since then - I have been working on two major year ends and two Final Returns, manage to get 7 envelopes of individuals or family tax returns ready for pickup on Monday (or Tuesday - depending on Holiday Status) - but my To-Do list now stands at 69 tasks to do! Eight more families came in this week, plus another corporation year end due.

I have to make a difference this upcoming week - the 2nd last week before the April 30th Income Tax Deadline (here in Canada) … so I have decided to change my tactics with accomplishing my To-Do list task.

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Review: Swift LITE (To-Do List)

I posted earlier .. HERE .. that my old todo list crashed and that I was using another software to keep track of my workload .. Swift To-Do-List Lite from Dextronet

Well .. I like it. I would recommend it. Try it.

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Petty Cash Fund 101 - Top Five Tips

Top Five Reasons Why A Business Might Want To Use A Petty Cash Fund

1) The owner does not have to be available 24 hours to write a cheque for every little expense all of the time
2) To have the ability to make change for your customer wanting to pay an invoice on account
3) To reimburse an employee replenishing office supplies they had purchased for the business
4) To systematically keep track of all cash purchases in one logical place
5) To give an employee greater responsibility in helping running the affairs of the business

Top Five Reasons Why A Business Might NOT Want To Use A Petty Cash Fund

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Information Checklist - Personal Income Tax Returns

SUMMARY OF SERVICE

We will prepare (without audit) your annual T1 Income Tax Return from information provided by you. I am registered with Canada Revenue Agency (CRA) as an EFILE PREPARER with certain responsibilities. I am not an agent for CRA, but I can Efile your tax return electronically using Efile Online, or paper-file your tax return. You will receive a summary and “Client Copy” of your final tax return filed.

INFORMATION WE REQUIRE

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Information Checklist - New Clients

For all new clients, I must request the following for my files:

ALL CLIENTS

  • Current Contact Mailing Address
  • Current Phone and Fax numbers (home, work, cell)
  • Current Email address
  • PIPEDA Letter
  • PERSONAL TAX CLIENTS

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