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The Finance Department is responsible for the overall financial management of the District of Summerland. Finance works with the other departments to develop budgets, and also handles the District's accounts payable, accounts receivable, payroll, property taxes, utilities charges, home owner grants, etc.

2019 Budget and 5-Year Financial Plan

2019 - 2023 Financial Plan Timeline (101KB PDF)

Parcel Tax Roll Review

2016-05-03 Parcel Tax Roll Review (247KB PDF)

HST Tax Information and Forms

Certificate of Exemption Farmer (249KB PDF)
HST - Tax Information Notice (395KB PDF)
HST - Consumer Energy Rebate Application Form (532KB PDF)

Financial Statements

2020 Financial Statements
2019 Financial Statements (240 KB PDF)
2018 Consolidated Financial Statements (298KB PDF)
2017 Consolidated Financial Statements (247KB PDF)
2016 Consolidated Financial Statements (436KB PDF)
2015 Consolidated Financial Statements (783KB PDF)
2014 Consolidated Financial Statements (387KB PDF)

Statement of Financial Information

2019 Statement of Financial Information (394KB PDF)
2018 Statement of Financial Information (394KB PDF)
2017 Statement of Financial Information (349KB PDF)
2016 Statement of Financial Information (2MB PDF)
2015 Statement of Financial Information (2MB PDF)
2014 Statement of Financial Information (2MB PDF)
2013 Statement of Financial Information (303KB PDF)
2012 Statement of Financial Information (388KB PDF)

Permissive Tax Exemption Applications

Short Application for Non-Profit Organizations with Existing Exemptions (492KB PDF)
Full Application for Non-Profit Organizations (502KB PDF)
Full Application for Places of Worship & Hospitals (499KB PDF)

Grant-In-Aid Application

2020 Grant in Aid Application (170KB)
Grant in Aid Policy (138KB PDF)