CHECKLISTS AND WORKSHEETS
Corporate Tax Digital Filing Procedures
Corporate tax services are provided electronically for ease and convenience. Please download and follow the step by step guide for digital tax filing.
Corporate Year-End Checklist
The checklist will assist you in gathering and organizing your working papers for the year-end.
Personal Tax Digital Filing Procedures
Personal tax services are provided electronically for ease and convenience. Please download and follow the step by step guide for digital tax filing.
2023 Personal Income Tax Checklist
To ensure you get every tax credit and deduction you are entitled to and to assist you in gathering and organizing your tax documents and working papers. Please download and complete the checklist.
Business / Professional / Self-Employed Worksheet
The worksheet will assist you in gathering and summarizing your business, professional or self-employed income and expenses.
Employment Expenses Worksheet
The worksheet will assist you in gathering and summarizing your employment expenses. Form T2200 must be completed and signed by the employer in order to claim employment expenses.
Rental Income Expenses Worksheet
The worksheet will assist you in gathering and summarizing your rental income and expenses.
Medical Expenses Worksheet
The worksheet will assist you in gathering and summarizing your medical expenses.
Kilometre Logbook Worksheet
The worksheet (In excel) will assist you in keeping track of business travel for the tax year. Without a logbook for kilometre to track business versus personal use, the Canada Revenue Agency could deny vehicle usage claim.