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 2024 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.

2024 Personal income tax checklist

2024 Business worksheet

2024 Rental property worksheet

2024 Employment expenses worksheet

2024 Motor vehicle worksheet

2024 Home office expense worksheet

2024 Capital gains worksheet

2024 Medical expense worksheet

2024 Donations worksheet

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