For real estate work and property records

Accounting and tax questions for real estate

Commission income, property transactions and rental activity can lead to different record keeping and tax questions. The useful starting point depends on your role and the facts of the property or business. Use the prompts and related pages below to prepare for a conversation.

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Records and questions to bring

These are discussion prompts, not a checklist that applies to every transaction or owner.

Your role: agent, brokerage, property owner or another business
Invoices, commissions, rental receipts and payment records, where relevant
Purchase and sale dates, agreements and property location, if a transaction is involved
Expense records and supporting documents
Ownership details, existing business registrations and your place of residence
Questions about a planned change in use, ownership or sale

Explore the relevant path

Agents and brokerages

Start with the firm's bookkeeping overview and its page on regular bookkeeping work. Bring questions about how your business records are organized.

Property owners and businesses

For property activity held through a business, these service overviews may help frame bookkeeping and corporate tax questions. The right discussion depends on your ownership and records.

Non-resident owners considering a Canadian property sale

The firm's existing pages discuss Section 116 and the T2062 certificate. Read them as background and ask which steps, if any, fit your ownership and transaction.

Discuss your next step

Tell the firm about your role, the property or business activity, and the records you have. The consultation request form is the direct way to make contact.

Request a consultation