Self and Family Managed Care Semi-Annual Reports

Before Filling out the report please note the following:

There are two reporting periods per year:

• From October 1st to March 31st
• From April 1st to September 30th

Reports from October 1st to March 31st are due at the beginning of May.
Reports from April 1st to September 30th are due at the beginning of November.

When reporting you must include all bank statements for the reporting period (either October 1 to March 31 or April 1 to September 30) as well as all cheque images or cancelled cheques for the same period

• If you directly hire your own staff please ensure that copies of the following are sent in with your semi-annual report:
  1. All bank statements for the six month period of the report
  2. All cheque images or cancelled cheques for the six month period of the report
  3. Payroll Register – a detailed record of all wages paid to employees for the six month period of the report
  4. Copies of pay statements showing computation of employee’s net pay for all employees for the six month period of the report
  5. All monthly Canada Revenue Agency (CRA) statements of account for the reporting period
  6. All receipts to support the use of Self and Family Managed Care funds for the reporting period
• If you purchase your care services from an agency:
  1. All bank statements for the six month period of the report
  2. All cheque images or cancelled cheques for the six month period of the report
  3. All agency invoices for the reporting period
     • Agency invoices need the following details: business name, business number, business contact information, amount owing, date and time of services rendered, number of hours, rate charged per hour, and name of care providers
  4. All receipts to support the use of Self and Family Managed Care funds for the reporting period
• If you purchase your care services from a self-contractor:
  1. All bank statements for the six month period of the report
  2. All cheque images or cancelled cheques for the six month period of the report
  3. All contractor invoices for the reporting period
     • Contractor invoices need the following details: business number, business contact information, amount owing, date and time of services rendered, number of hours, rate charged per hour, and name of care providers
  4. A copy of your agreement with the self-contractor
  5. All receipts to support the use of Self and Family Managed Care funds for the reporting period

Semi-Annual Report Documents

A reminder for those purchasing services from a contractor (PDF Document)

For more specific instructions on filling out your semi-annual report please see the following:

Semi-Annual Report Process for those hiring their staff directly (PDF File)

Semi-Annual Report Process for those hiring their staff through an agency (PDF File)