top of page

We have created important information checklists that will help you get organized.

Personal Tax Return Checklist


This checklist will help you put together information we require to complete your personal taxes. As you gather the information, check off the list and include the checklist with your information when you bring it all to us. It's an easier way to keep track of what we will need to complete your personal tax return in a timely and efficient manner.

Sole Proprietor Tax Return Checklist


This checklist has some useful information to help you take advantage of all possible write offs for your business that you may not have thought of. Use the checklist and check off what you are providing to us when you bring in your tax information package for preparation. If you feel unsure of an item on the checklist, do not hesitate to talk to our accountants and they will be more than happy to explain it.

Corporate Tax Return Checklist


As a small business owner, knowing what we require from you to complete and file your business tax return is key. This checklist will guide you through the correct steps to help you gather the necessary information and save you both time and money. It will ensure that we have the required information and avoid time loss going back and forth with you to gather what we need. This will delay the completion of you return and add additional cost to your accounting bill.

Rental Property Checklist


Do you own a rental property? If yes, this checklist is for you. You may not have known, but you can write off your vehicle expenses as part of your rental property business. Read the list carefully and bring in the documents listed on the checklist. Make the tax process easier for yourself and for us. There are definite benefits!

Foreign Property & Investments Checklist


The Canada Revenue Agency (CRA) requires all tax payers to inform them of any foreign property or investments they may have over 100 000 Canadian dollars. This checklist provides important information for tax payers and explains what qualifies and must be submitted to the CRA on an individual and corporate tax return.

bottom of page