Client Checklists and Forms

Save time, get organize and identify potential deductions

We have provided a list of checklist and forms that can help you organize your documents needed for both personal and corporate engagements.

The checklists and forms can be filled out online or downloaded to be completed at a later date.

Individuals

• Personal Income Tax Checklist

  List of common income, deductions, and credits to ensure we have all information needed to file your return

• Personal Authorization Form

  Authorizes access to your CRA account and to act as your representative

• Declaration of conditions of employment- T2200

  This form signed by your employer allows certain expenses to be deducted against your employment income

• Working at Home Due to Covid-19- T2200S

  Used by employees who worked from their home in 2020 due to COVID-19

• Employment Expenses Checklist

  Use this to summarize Employment-related expenses

• Determination of Residency Status

  Complete this form to determine residency status in Canada

• Application for a Certificate of Compliance- T2062

  A non-resident can use this form to gather information needed to process the application

• TL2- Claim for Meals and Lodging Expenses

  Used by employees in the trucking and transport business

Self-employed Businesses

• Business and Professional Activities Checklist

  Complete to report income and expenses for your business or profession

• Home Office Expenses Checklist

  Summarize your deductible Home Office Expenses for the current tax year

• Automobile Expenses Checklist

  Use this to summarize your deductible Automobile expenses for the tax year

• Real Estate Rentals Checklist

  Use this to summarize general income and expenses for your real estate rental business

Corporations

• Business information form

  Used to attain the information needed to properly assess your service needs. It will also provide the information needed to start the business authorization process

• Corporate Year-End Filing Checklist

  Use to gather the necessary information needed to complete your businesses corporate year-end