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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.

Budgets and 5-Year Financial Plans

To view annual budgets and 5-year financial plans, click here.

HST Tax Information and Forms

Certificate of Exemption Farmer 
HST - Tax Information Notice 
HST - Consumer Energy Rebate Application Form 

Financial Statements

2023 Financial Statements
2022 Financial Statements
2021 Financial Statements
2020 Financial Statements
2019 Financial Statements 
2018 Consolidated Financial Statements 
2017 Consolidated Financial Statements 
2016 Consolidated Financial Statements 
2015 Consolidated Financial Statements 
2014 Consolidated Financial Statements 

Statement of Financial Information

2023 Statement of Financial Information
2022 Statement of Financial Information
2021 Statement of Financial Information
2020 Statement of Financial Information
2019 Statement of Financial Information 
2018 Statement of Financial Information 
2017 Statement of Financial Information 
2016 Statement of Financial Information 
2015 Statement of Financial Information 
2014 Statement of Financial Information 
2013 Statement of Financial Information 
2012 Statement of Financial Information 

Permissive Tax Exemptions

Permissive Tax Exemption applications are due by July 31st of each year.  Applicants will be required to attend a Committee of the Whole meeting in August or September as part of the application process.

Permissive Tax Exemption Policy

Full Application for Non-Profit Organizations
Full Application for Places of Worship & Hospitals

Grant-In-Aid Application
The District reviews grant in aid applications as part of its annual budget process.  Applications are due by September 30th of each year.  Approved applicants will receive their grant in aid support once the annual budget has been adopted by Council, normally in March of the following year. 

Please note that all applicants will be required to attend a Committee of the Whole meeting as part of the application process. 

Grant in Aid Policy 
Grant in Aid Application
Grant in Aid Application-Fillable