Rideshare & transportation checklist

About you

Full legal nameAs it appears on your CRA account

Email address

Phone

Tax year

Province or territory where you drive

Province or territory where you lived on December 31

Date you started drivingOnly if you started this year

Date you stopped drivingOnly if you stopped this year

Platforms you drive for

Uber (rides)LyftUber EatsDoorDashSkipTheDishesInstacartTaxi or limousineCourier or parcel delivery

Other platformsName any platform not listed above

GST/HST

Rideshare drivers must be registered for GST/HST from their first trip.

GST/HST account numberFormat: 123456789 RT0001

Date your GST/HST registration took effect

Your vehicle

Year, make and modele.g., 2022 Toyota Camry Hybrid

Ownership

Date purchased or lease started

Purchase price before taxes (or MSRP if leased)

GST/HST paid on the purchase

Other sales tax paid on the purchase (PST/QST)

Trade-in value (if any)

Monthly lease payment (if leased)

Zero-emission vehicle (fully electric or eligible plug-in hybrid)?

YesNo

Did you buy, sell or replace a vehicle this year?

YesNo

Is the vehicle also used for another business or job?

YesNo

Kilometres

Odometer at start of year (or when you started driving)Take a photo of the odometer on January 1

Odometer at end of year (or when you stopped or sold)Take a photo on December 31

Business km for the yearEvery shift, including driving to pickups, plus trips to the car wash or mechanic. Not driving with the app off.

How do you track your kilometres?

Total km driven this year0 km

Business-use percentage (business km ÷ total km)0.0%

Vehicle costs for the year

Enter yearly totals, including tax. We apply your business-use %, GST/HST credits and the CRA's lease and interest limits.

Fuel or EV charging

Repairs and maintenance (oil, brakes, inspections)

Tires

Car washes and interior cleaning

Insurance (including rideshare coverage)

Licence plate and registration

Parking (business only, not tickets)

Tolls (e.g., 407 ETR)

Roadside assistance (e.g., CAA)

Lease payments

Loan interest (interest only, not principal)

Other vehicle costs

Total vehicle costs$0.00

Business portion (× business-use %)$0.00

Other expenses

Enter yearly totals, including tax.

Cell phone and data plan (whole bill for the year)

Business-use % of your phone

Business portion of your phone$0.00

Phone mount, chargers, dashcam and small equipment

Passenger and cleaning supplies (water, mints, wipes)

Licences, permits and background checks

Accounting and tax preparation fees

Bank fees (business account)

Apps and subscriptions (mileage tracker, bookkeeping)

Other business expenses

Total other expenses (business portion)$0.00

Your expense totals

We take your income, platform fees, GST/HST and kilometres from your platforms' annual tax summaries, then review every figure, claim your input tax credits and capital cost allowance (CCA), and prepare your T2125 and GST/HST return.

Vehicle costs, business portion$0.00

Other expenses, business portion$0.00

Total expenses (before CCA)$0.00

Documents to send us

Tick each document you have and include it with this checklist. You don't need to copy figures from these into the form.

Annual tax summary from each platform you drove for (Uber, Lyft, Uber Eats, DoorDash, etc.): this gives us your income, fees, GST/HST and kilometresMonthly or quarterly summaries (if you file GST/HST quarterly)GST/HST returns already filed and any CRA letters for the yearVehicle purchase, lease or financing agreement (if new this year)Loan statement showing interest paid in the yearInsurance policy declarations page (including rideshare coverage)Fuel, maintenance and other receiptsMileage log or mileage-app report, plus odometer photos (January 1 and December 31)Phone bills or a yearly summaryLast year's tax return and Notice of Assessment (new clients)

Good to know

Tips for drivers

Rideshare drivers must register for GST/HST from their first trip. The $30,000 small-supplier threshold doesn't apply to passenger trips. Delivery-only income follows the normal $30,000 threshold.
Outside Quebec, Uber pays you the GST/HST collected on your trips each week. Set it aside: it belongs to the CRA once you subtract your input tax credits. In Quebec, Uber and Lyft remit GST/QST for you, but you still file a return.
Platforms report driver earnings directly to the CRA, so send us the tax summary from every platform you drove for, even ones you used only briefly.
Self-employed drivers claim actual vehicle costs × business-use %. The CRA's per-kilometre rate is for allowances an employer pays, and doesn't apply to you.
Keep a logbook. After one full year, the CRA accepts a 3-month sample logbook in later years if your business use stays within 10% of the full year.
Keep your records and receipts for six years.

Generally not deductible

Parking tickets, speeding tickets and other fines
Meals and coffee while driving in your own city
Clothing, even if you only wear it for driving
The personal share of your phone and vehicle
Loan principal (only the interest counts) and the vehicle's purchase price (claimed through CCA instead)

Anything else?

Notes or questions for your accountant (if any)

* Required

When you're done: save this page as a PDF and email it to info@blueocean.tax as an attachment. Thank you.

Email info@blueocean.tax

"Save as PDF" opens your browser's print window. Choose "Save as PDF" as the printer. Nothing on this page is sent anywhere until you email it.

How it works

About you

GST/HST

Your vehicle

Kilometres

Vehicle costs for the year

Other expenses

Your expense totals

Documents to send us

Good to know

Tips for drivers

Generally not deductible

Anything else?

Questions while you fill it in? Call us.