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 2023 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.

2023 Personal income tax checklist

2023 Business worksheet

2023 Rental property worksheet

2023 Employment expenses worksheet

2023 Motor vehicle worksheet

2023 Home office expense worksheet

2023 Capital gains worksheet

2023 Medical expense worksheet

2023 Donations worksheet

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