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:

 

Comprehensive personal income tax checklist for new clients:

 

Non-Individual Client Information Form for 2023:

 

Underused Housing Tax Quick Reference Guide and Checklist:

 

Working From Home Tax Deductions Decision Tree For 2022:

 

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: