Preparation guide
Tax document checklist
Use this checklist before your appointment to make sure you have everything we need. A complete package means a faster, more accurate return.
How to use this
Check off each item as you gather it. Not every item applies to every client — focus on what's relevant to your situation. If you're unsure whether something applies, bring it anyway and we'll sort it out together.
Personal Tax (T1)
Personal Information
Employment & Income Slips
Deductions & Credits
Self-Employment & Rental
Corporate Tax (T2)
Corporate Financial Records
Income & Revenue
Payroll & Remittances
Asset & Other Information
Need a printable version to bring to your appointment?
Questions about what applies to you? Contact us and we'll clarify.
Ready to book your tax appointment?
Bring this checklist and we'll take care of the rest.