The Personal Tax Checklist is for new clients or if you’d like a reminder of all items that you may need to provide us.
The Personal Tax Questionnaire is for returning clients. It is a simplified checklist to help identify changes to your personal tax situation that occurred in 2024.
The Self Employment Worksheet is an extra document you’ll need to fill in if you are self-employed, even if self-made revenues are only a part of your income.
You’ll need to fill in the Rental Income Worksheet if you own a property that you rent out to others as a source of income.