Personal Tax checklist
This form is not an all-inclusive form, it is intended to help you prepare all the information and paper work needed for the preparation of your personal tax return.
How to use this form:
- Fill in the personal information section.
- Make an Appointment if you have any complex financial Situation (Rental, investments) or if you have any questions. Click Here to Book an appointment
- Print this checklist and use it to gather all the papers that are needed for your personal Income Tax Return.
- Include fully completed bookkeeping income and expense summary for your unincorporated business.
- Include your investment broker’s summary, including capital gains/losses realized.
- Quickly organize T-slips, medical and donation receipts by type.
- Bring in everything in one package, once you have all your personal tax information ready.