Personal tax checklists

Please find links to download either an Excel or PDF checklists and worksheets to ensure you are providing all the necessary information to complete your 2025 personal tax returns. Within the documents are additional links to further information or forms to make filling them out easier. You can fill out the forms and save them to your computer and when you are ready to forward them, you can use the dropbox on the firm’s website to securely upload your confidential data.

2025 Personal income tax checklist

2025 Business worksheet

2025 Rental property worksheet

2025 Employment expenses worksheet

2025 Motor vehicle worksheet

2025 Home office expense worksheet

2025 Capital gains worksheet

2025 Medical expense worksheet

2025 Donations worksheet