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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 

Parcel Tax Roll Review

2016-05-03 Parcel Tax Roll Review 

HST Tax Information and Forms

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

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

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 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 October 31st 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