Checklists, Forms & Worksheets

Stay Prepared & Organized Year-Round

Access essential tax documents, comprehensive worksheets, and practical checklists all designed to simplify your tax preparation and business organization. Whether handling personal filings, rental management, or business finances, you'll find valuable tools to ensure compliance and accuracy.

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Quick Downloadable Resources

Essential Documents for Accurate Record-Keeping

Personal Tax Checklist

  • Clearly identify required documents for personal returns.

  • Track essential receipts to maximize deductions.

  • Ideal for individual filers and sole proprietors.

Rental Income Worksheet

  • Itemize rental revenue and deductible expenses.

  • Optimize your tax situation for rental properties.

  • Designed specifically for property landlords and investors.

Business Vehicle Worksheet

  • Calculate deductible vehicle expenses accurately.

  • Suitable for entrepreneurs and corporate vehicle use.

  • Track vehicle mileage effectively.

Business Vehicle Worksheet

  • Calculate deductible vehicle expenses accurately.

  • Suitable for entrepreneurs and corporate vehicle use.

  • Track vehicle mileage effectively.

Business Use of Home Worksheet

  • Accurately allocate home expenses for business deduction.

  • Important for entrepreneurs using their residence for business.

  • Ensure compliance with CRA home-office deduction guidelines.

Self Employed Income Worksheet

  • Document income streams and associated business expenses.

  • Perfect for freelancers, consultants, and independent contractors.

  • Streamline tax reporting for self-employed individuals.

Underused Housing Tax Checklist

  • Determine your reporting obligations clearly.

  • Ideal for residential property owners.

  • Maintain compliance and avoid penalties.

Final and Trust Return Checklist

  • Outline key documents needed for estate and trust returns.

  • Essential for executors, trustees, and estate managers.

  • Streamline the tax filing process for final returns.

Can’t Find Your Document?

We’re here to assist with specialized requests for any specific tax checklist, worksheet, or form you may need.

Personal Tax Checklists & Worksheets

Efficiently compile your tax information with our tailored personal finance resources. These documents make individual tax preparation straightforward and stress-free.

Rental Income Worksheet

Easily organize rental income and claim eligible expenses clearly and accurately for your investment properties.

Home Office Expense Worksheet

Confidently claim eligible home office expenses, clearly documenting your business usage of your residence.

Corporate & Business Tax Forms

Specifically crafted resources designed to simplify corporate tax filings and maintain effective business records, keeping owner-managed businesses well-prepared and compliant.

Business Use of Home Worksheet

Accurately allocate home costs for corporate deductions, ideal for business owners using residential space.

Vehicle Mileage Log Template

Effectively maintain accurate travel records for business-related driving, compliant with CRA guidelines.

Estate & Trust Planning Forms

Organize Estate & Trust Financial Responsibilities

Estate Organizer Worksheet

  • Clearly outline vital estate documents and financial responsibilities.

  • Essential tool for individuals planning estates and executors.

  • Simplifies estate planning and administration.

Executor’s Checklist

  • Comprehensive tasks clearly listed for executor responsibilities.

  • Ensures organized estate management and compliance.

  • Provides guidance during the estate administration process.

Trust Income Details Form

  • Accurately document trust income for simplified reporting.

  • Beneficial for trustees managing trusts or estates.

  • Ensures precise income allocation and compliance.

Need Additional Resources?

Discuss your unique estate or trust situation with our experts for personalized assistance and forms.

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Step 2: Use completed forms to efficiently prepare for meetings or submissions.
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