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
- New Client Checklist (coming soon)
- CRA Online Access – Authorizing a Representative
- Engagement Letter
2025 Compliance Forms - Signatures Required
- Identification Form - 2025 (coming soon)
- T183 Information Return - 2025 (coming soon)
- Foreign Reporting Declaration - Each Year
2025 Checklists
- Comprehensive Checklist - 2025 (coming soon)
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.
- Self-Employment Worksheet - 2025 (coming soon)
- Rental Property Worksheet - 2025 (coming soon)
- Employment Expenses Worksheet - 2025 (coming soon)
Completing worksheets for the listed income sources can save you money by identifying allowable deductions and keeping tax preparation fees to a minimum.
2024
- T183 Information Return - 2024
- Identification Form - 2024
- Personal Tax Checklist - 2024
- Self-Employment Worksheet - 2024
- Rental Property Worksheet - 2024
- Employment Expenses Worksheet - 2024
2023
- T183 Information Return - 2023
- Identification Form - 2023
- Personal Tax Checklist - 2023
- Self-Employment Worksheet - 2023
- Rental Property Worksheet - 2023
- Employment Expenses Worksheet - 2023




