Checklists & Worksheets

Please use these checklists and worksheets when preparing for your tax appointment.

The checklists provide a list of documents that will be required for preparing your tax file. Please submit all applicable documents in one package after everything has been received.

The worksheets provide a summary of income and expenses for a business or rental property. Please complete any applicable worksheets and include when submitting your documents.

  1. Personal Income Tax Return Checklist
  2. Business Income Tax Return Checklist
  3. Business Income & Expense Worksheet
  4. Rental Property Checklist
  5. Rental Property Income & Expense Worksheet