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TAX User Guide

I wanted something to compile my Yearly Tax receipts, that is not Excel or Access dependant. Focusing on the IT Security triad (Confidentiality, Integrity and Availability), the application runs on your computer, you don't need to be connected to the Internet. The database is a simple JSON file, stored on your computer: it never leaves your home; your personal data will not travel on thousands of foreign servers. It's your choice to securely save the file in your own private Cloud Storage account.

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The Basics

Persons

The table of Persons is the list of individuals you want to compile Tax Receipts. If you prepare Tax Receipts for yourself and your brother in law, you will need to add 2 individuals: yourself and your brother in law.

Parameter	Description
Name	Individual's Name, to display on reports and in lists.
Initials	Initials of the Name, for the sequential numbers assigned to receipts.
Partner	If applicable, select the individual's partner. This is used on reports to highlight expense transfers.

Expense Domains

An Expense Domain is a high-level category of expense, such as:

• Medical Fee,
• Charity Donation,
• Home Support Services,
• etc.

Parameter	Description
Name	Name of the Expense Domain.

Expense Categories

An Expense Category is a more precise level of categorization of expenses. It's like a sub-category under Expense Domains. Here is some examples:

• Medical Fee (Domain)
  • Prescribed Medication
  • Gluten-free Food
  • Glasses

You can also simply create a General category under each Expense Domain if you don't want to get this level of details.

Parameter	Description
Name	Name of the Expense Category.
Domain	Parent Expense Domain.

Suppliers

A Supplier is an entity who received your money, who issued the receipt you want to compile.

Parameter	Description
Name	Name of the Supplier.
Domain	The kind of Expense this Supplier is related to.
Address	Postal Address of the Supplier, as seen on Supplier's receipts. This is used on reports only.
Phone	Phone Number of the supplier, as seen on Supplier's receipts. This is used on reports only.
Tax Registration	GST/PST/HST/QST Registration numbers, as seen on Supplier's receipts. This is used on reports only.

To be continued...