Grab a checklist, get organized
These are the same sheets we use with our own clients. Download, print, fill out — and bring them in or send them over.
Personal Tax Return Checklist
PDF DownloadThe essentials for filing your personal return. Covers all your T-slips, deductions, and credits — including RRSP contributions, medical expenses, childcare, donations, and more.
- T4 / T5 slips
- RRSP receipts
- Medical expenses
- Childcare
- Donations
- Tuition
Self-Employed Tax Checklist
PDF DownloadFreelancers, contractors, side hustlers — this covers all the income, expenses, and deductions you need to track. Don't leave money on the table.
- Revenue tracking
- Business expenses
- Home office
- Vehicle logs
Rental Income Tax Checklist
PDF DownloadOwn a rental property? This checklist covers everything you need to report — income, expenses, capital improvements, and the deductions landlords often miss.
- Rental income
- Rental expenses
- Purchasing & selling property
WFH Employment Tax Checklist
PDF DownloadWorking from home? You may be eligible for deductions you didn't know about. This checklist walks you through what qualifies.
- T2200 form
- Home office
- General expenses
- Vehicle expenses
Corporate Year-End Checklist
PDF DownloadBusiness owners — get your year-end documents together. Financial records, shareholder info, asset purchases, and everything we need for your T2 filing.
- Financial records
- Shareholder info
- Asset purchases
- Payroll records
- HST Filings
US Tax Return Checklist
PDF DownloadEarning US income or have US assets? This covers W-2s, 1099s, FBAR reporting, FATCA, and treaty elections for cross-border filers.
- W-2 / 1099 slips
- FBAR reporting
- Treaty benefits
- Foreign accounts
New client? Start here
Fill these out before your first appointment and we'll hit the ground running.
New Client Info Sheet
PDF DownloadFirst time working with us? Fill this out before your appointment so we can hit the ground running. Includes all the personal and family info we'll need.
- Personal info
- Spouse details
- Dependents
- Marital status
Document Drop-Off Sheet
PDF DownloadDropping off your tax documents? Clip this cover sheet on top so we know who you are, what service you need, and what's included in the pile.
- Contact info
- Service type
- Documents included
- Special notes
Canadian tax deadlines
Mark your calendar. Miss these and you might owe interest or penalties — or worse, get a nasty letter from the CRA.
Bookmarks you'll actually use
Quick links to the CRA tools and portals you'll need most often.
CRA My Account
One login for personal and business. Check your return status, view balances, manage payroll, and update your info.
Visit CRAAuthorize a Representative
Need us to deal with the CRA on your behalf? This is where you grant us authorization.
Visit CRADeductions & Credits
CRA's full list of deductions and tax credits you may be eligible for.
Visit CRAMake a Payment to CRA
Pay your taxes online, by mail, or at your bank. Multiple payment options available.
Visit CRAEmployment Expenses Forms
CRA guide T4044 — everything about claiming employment expenses, including T2200 requirements.
Visit CRAIncome from Rental Properties
CRA's guide to reporting rental income — how to determine if it's rental or business income, and what you can deduct.
Visit CRAMedical & Disability Credits
Information on the Disability Tax Credit (DTC), eligibility, how to apply, and related medical expense deductions.
Visit CRAThings clients always ask
A piece of ID, your SIN, last year's Notice of Assessment, all T4/T5 slips, RRSP contribution receipts, and any other tax documents you've received. Not sure what counts? Just bring everything — we'll sort through it together.
It depends on your situation — a straightforward return fee varies from a self-employed return or a return with rental income. Give us a call and we'll give you a quote upfront. No surprises.
Both! Walk-ins are welcome during office hours. For corporate and business consults, we recommend calling ahead to make sure we can give you the time you deserve.
Absolutely. We can file returns going back up to 10 years. If you've fallen behind, don't stress — we'll help you catch up and get back on the CRA's good side.
Don't panic, and don't ignore it. Call us right away — we deal with CRA reviews and audits regularly. We'll review the letter, gather what's needed, and respond on your behalf. That's literally what we're here for.
Yes! We're not just a tax-season firm. We handle all your business entails — such as bookkeeping, HST filings, payroll, WSIB and so much more all year-round. Think of us as your ongoing back-office team.
Yes — both provincially and federally. We handle the paperwork and all registrations ensuring you start on the right track!
We're an open book — pun intended
Call us, message us, or come by the office. We love talking taxes. (Seriously, we do.)