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INFORMATION TO USE FOR THE TAX RETURN CASE STUDY: James Doode is a die-hard biker who decided to start his own personal business in January

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INFORMATION TO USE FOR THE TAX RETURN CASE STUDY: James Doode is a die-hard biker who decided to start his own personal business in January 2016 after retiring from the Canadian Armed Forces. Upon retirement. James elected to receive immediate periodic pension benefits from his employer's registered pension plan. James' business consists of a motorcycie shop known as James' Specialty Bike Shop, selling and repairing motorcycles (industry code 441220). James proudly specializes in customizing specialty motorcycles such as exotic choppers to very exclusive clients. All profits from the business are reinvested in the business at this time. James hired you to help him prepare his personal tax return for the year 2017, as well as for his common-iaw partner, Susan Bond. James and Susan want to pay the very least tax possible. They will make any election or choice legally available to them to achieve that objective. Below is the information they believe is relevant for the preparation of their tax returns for the current year. Financial Statements for James' business: attached is a copy of the internal financial statements for James' business prepared by the bookkeeper. The amounts shown are those for accounting purposes only and are not adjusted for tax purposes. James expects you to be able to identify which adjustments are needed to bring those accounting figures in line with the income tax requirements to report the correct amount on his personal tax return. Other information: James was born on November 1, 1967. He is divorced but currently lives with Susan Bond, his common-law partner, at 123 Main Street. Anytown, Ontario, KOH 1H0. Both have been living together for several years now. James' Sociai Insurance Number (SlN) is 52?-000145. Susan's SIN is 130-692-544. She was born on December 2, 1967 and has been blind since birth but still manages to be involved in the business with James by doing the bookkeeping. Susan's only source of income is the salary she earns working as a bookkeeper at James' Specialty Bike Shop (see Note 10 to the financial statements below) and her share of other income with James (see further information below). During 2017', James received periodic pension amounts for a total of $55,000 from his former employer's registered pension pian. Federal income tax of $6,000 was withheld at source on those payments. A T4A slip from the Canadian Armed Forces' pension plan was sent to James confirming the above pension income in box 16 and the above tax withheld in box 22. James still has spousal support obligations from his previous marriage. He is required to pay $1,000 per month to his former spouse (Mary Doode; SIN: 52?- 000129) in accordance with a court order. During the year 2017, James was only able to pay 7 months worth of support. James and Susan have no children

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