Tax Checklist

Tax checklist and resources

• Tax checklist that will help you and your family organize all the relevant information for your 2023 personal tax filing

               2023 Personal tax checklist

• If you have rental income and expenses, please complete the attached sheet
  Rental income and expenses
  

• For self employed individuals, following checklist will be helpful
  Self employed income and expense tracking
  

• In order to file your tax return electronically, we will require your authorization on the following form (required annually)
  Authorization to file individual / personal tax return electronically
  

• In order to gain access to your account with CRA, we will require your authorization on the following form (one time only - for new clients)
  Authorization to represent - Individual