Income | Expenses

Disclaimer: Thank you in being a client of Wea Tax Services. This form is used to collect information about new clients and is for internal purposes only. The information you provide is confidential and will be treated accordingly.

If you'd rather fill out the form in excel, download the form here.

Form Type: Corporation
Independent
Business

Identity Name:

Email:

Please don't use $ sign, only numbers, if you are going to use cents, use a dot (.) E.g. 200.20

Monthly Income Salary-Fees:

Business:

Investments:

Pensions:

Property Sold:

Monthly Expenses Rent:

Pay Roll:

Professional Services:

Loan Interest Préstamo:

Credit Cards Interest:

Insurances:

Telecommunications

Phone:

Internet:

Mobile:

Transport

Gasoline:

Transport App:

Utilities

Gas:

Electricity:

Water:

Supplies:

Clothing and Footwear:

maintenance and Repairments:

Vehicles:

Office:

Other

Feeding:

Movie Theater:

Gym:

Laundry:

Bank Charges:

Cleaning / Home:

Parking:

Toll:

Office Expenses (Stationery-Supplies):

Software:

Computer:

Education Expenses:

Mortgage: