Our Checklists

Our Checklists

In order to ensure your personal T1 tax filing is prepared as efficiently as possible, we request that you make use of the 2014 personal income tax checklist from the menus list.  This year we have added a checklist for students in post-secondary school as well as a checklist for our US citizen clients.  Furthermore, if you have foreign investments/properties, there is a new checklist for this included as well.

In addition, if you are self-employed or have rental properties, please use the excel spreadsheets to assist you in assembling your tax information related thereto.