Tax Return – Checklists

To help you prepare for tax time we have attached some checklists

Some clients like to work with us remotely so they complete one of the attached checklists.  The checklists are meant to serve as a ‘memory jogger’ so you don’t have to complete all pages.

The most important sections are the sections covering deductions.  We suggest you complete all of those pages.

Once you have finished doing that, you can then email us the completed checklist along with any other information that you have (e.g. group certificates and spread sheets) to

We use that information to draft your initial return(s).

2016 Individual Tax Return Checklist