Personal Tax

Below is a list of signature forms and worksheets to assist with your tax planning.  Download to your computer to enter your information and print or save a copy for our office.

New Clients Authorizations

2025 Compliance Forms - Signatures Required

Maintain accurate information for tax filing compliance. Many people experience changes to their life every year requiring updates to the tax department.

2025 Checklists

A tax checklist can facilitate the process of pulling together your tax information. This tax checklist is designed for most tax situations for Ontario taxpayers. Utilize the sections that are relevant to your situation. Completing the checklist will ensure you don’t miss any available credits.

Dependants can be children or adults who depend on you for care or finances, whether or not they live with you. This list will help you identify situations that could impact your tax return.

Completing worksheets for the listed income sources can save you money by identifying allowable deductions and keeping tax preparation fees to a minimum.

2024

2023

2022