Canadian Tax Checklists
Personal Taxes Checklist
Comprehensive Update WEB fillable FORM version checklist (RECOMMENDED)
Personal Taxes PDF
Download comprehensive personal income tax checklist - PDF (Fillable and Printed version - Use Webform Recommended)
Employment Deductions
Download the details of what you can report for employment expenses
Self-Employment
Download the checklist to report contractors, sole proprietorship income, and expenses
Foreign Property
Download the checklist to report foreign property & income T1135
Corporation Taxes
Canada corporate taxes and YE checklist to compile the paperwork.
Rental Income
To report rental income separately
Estate Return T3
Estate and Trust Tax Return Checklist
Employment Expenses
To report employment expenses T2200
Report FBAR (US Taxes)
To report FBAR information. Download the Excel sheet.
Discovery Process
To discover personal and business services needs.
