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REVISED Business Expense Statement (for Sweezey and Cunningham compliance) (71 downloads)

Ken Proudman - Arbitration Calendar
Barr Picard Law (Alberta. Joined 2017)

Significantly revised to provide one page of instructions, only 3 pages of useful examples based on actual court decisions which have been rendered since Cunningham/Sweezey, and more room for clients/bookkeepers to fill in the form if they're doing so by hand. The instructions/example and blank form are all now in one document, so that neither part is accidentally forgotten.

Based on paragraph 48 of Sweezey v Sweezey, 2016 ABQB 131. Although Cunningham v Seveny, 2017 ABCA 4 thereafter changed the law, several decisions have now adopted the Sweezey framework.

It's preferable that the client's bookkeeper, in conjunction with the client, prepare the Business Expense Statement. However, be aware that some bookkeepers and accountants will refuse to complete any tasks relating to the court, in which case you and your client may need to complete this after looking at expenses, general ledger statements, or bank account and credit card statements.

Revised version presented at the Canadian Bar Association's Family Section meeting January 10, 2019.


Download Business Expense Statement v2 - DOCX file attached - Jan 14, 2019

Caution: we recommend that you scan this file for viruses and malware prior to opening or otherwise using it.

0 14 months ago

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