Checklists

To make your job of gathering information for us easier, we will send you an email around the end of the fiscal year of your corporation, or early in the calendar year for personal tax returns. The email will contain a checklist of information and documents that we'll require which will be customized to your situation. In the unlikely event that you don't receive the customized checklist you can use the checklists below which are meant to cover most situations.

Corporation Year-end Checklist

Use this as a guide to help you gather the necessary information to enable us to prepare your year-end financial statements and corporate tax return.

Personal Tax Return Checklist

Use this as a guide to help you gather the necessary information to enable us to prepare your personal tax return. See below for additional checklists if you have income from an unincorporated business or from rental properties.

Personal Tax Return Business Income Checklist

Use this as a guide to help you gather the necessary information about your unincorporated business to enable us to prepare your personal tax return.

Personal Tax Return Rental Income Checklist

Use this as a guide to help you gather the necessary information about your rental property(ies) to enable us to prepare your personal tax return.

Personal Tax Return Employment Expenses Checklist

Use this as a guide to help you gather the necessary information about your employment expenses to enable us to prepare your personal tax return.

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