Resources

Forms

Your one-stop-shop for our accounting and tax guidelines, worksheets and checklists.

Client Expectations. Accountant Expectations.

CRA My Account – How To Register & Confirm Authorized Representative

Employment Expense Worksheet

Life & Estate Planning Checklist

Personal Income Tax Checklist (New Clients Only)

Rental Property Worksheet

Safe Senders List

Small Business Corporation Worksheet

Sole Proprietor Worksheet

T1 Upload Instructions