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 if possible)
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 up to 3 properties
Estate Return T3
Estate and Trust Tax Return Checklist
Employment Expenses
To report employment expenses T2200
Discovery Process
To discover personal and business services needs.