Document Library

Welcome to the Document and Form Library

Here you can find, print and download the resources you need, when you need them.

Detailed Tax Tips & Traps personal income tax return checklist:

Short form personal income tax checklist for returning clients:

Comprehensive personal income tax checklist for new and returning clients:

Checklist to assist executors in compiling income tax information:

Authorization/Cancellation Request Form

Working From Home Tax Deductions Decision Tree

Direct Deposit Instructions & Form