Document Library

Welcome to the Document and Form Library

Here you can find, print and download the resources you need, when you need them.

Detailed Tax Tips & Traps personal income tax return checklist:

 

For new and existing personal income tax clients, a few reminders:

 

Personal income tax checklist for returning clients:

 

Comprehensive personal income tax checklist for new clients:

 

Non-Individual Client Information Form:

 

Underused Housing Tax Quick Reference Guide and Checklist:

 

Working From Home Tax Deductions Decision Tree For 2022:

 

Working From Home Tax Deductions Decision Tree For 2021:

 

Checklist to assist executors in compiling income tax information:

 

Authorization/Cancellation Request Form:

 

Direct Deposit Instructions & Form:

 

My Business Account Instructions:

 

Quick Books Online Instructions: