Personal Tax Return Checklists:
(If you don't see the 2016 forms, use the
refresh button (F5) on your browser to update your page.)
Please take the time to fill in this
form so we know that we have received all the necessary information to
complete your income tax return(s)
You may click on the links below, fill them in on
your computer and print them.
You are able to save these forms onto your computer and fill them in
if you have Adobe Standard or higher.
If you only have Adobe Reader,
you may go to the Foxit Reader site
download and use the
Foxit Reader for free.
You only need the
Foxit Reader at the top of
the page but you can use add-ons if you wish.
provide personalized checklists for our returning clients to confirm the
information that we have on file for you.
clients please click one
of the three links below requesting
by Email your
send my personalized checklist by mail
upload my personalized checklist to ShareFile
prepare my personalized checklist and call me for pick up
Personal tax return checklist for FIRST YEAR clients
Checklist for deceased clients
Real Estate checklist
Employee Expense checklist
Transport Employee Checklist
Hospitality Worker Tips Declaration form
Conjugal Relationship declaration
Automobile log rules from the Canada Revenue Agency
(the link is