Document Library

Welcome to the Document and Form Library

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

For new and existing personal income tax clients, a few reminders:

 

Short form personal income tax checklist for returning clients:

 

Comprehensive personal income tax checklist for new and returning clients:

 

Working From Home Tax Deductions Decision Tree For 2021

 

Detailed Tax Tips & Traps personal income tax return checklist:

 

Checklist to assist executors in compiling income tax information:

 

Authorization/Cancellation Request Form

 

Direct Deposit Instructions & Form

 

Working From Home Tax Deductions Decision Tree For 2020