Tax Forms

In order for us to prepare tax forms for you, there is some information that we will need. Below are the checklists and forms to help you get that information. Please complete all forms relevant to you and submit them to us with all of your T1 information, slips, etc.

NOTE: The forms below are in PDF format. If you would like any of the forms in Excel please contact us and we can send them to you.


This year we are providing one Excel spreadsheet that has the T1 personal tax checklist and tabs for all of the calculations.  This can be opened using Excel (primary method) or else using Chrome/ Google Sheets or Apple's Numbers.  This can be filled out, will automatically calculate totals, and then emailed/uploaded back to us.

T1 Checklists and ALL SCHEDULES attached - Excel for easy fill out

Alternatively, if you wish to print out documents and fill them out by hand, then scan or mail them back to us, the PDFs are attached below:.

T1 Checklist - for everyone (Excel version here)

T1 Capital Gains Worksheet - if you sold any capital property during the year (ie: stocks, mutual funds, bonds, real property etc.) (Excel version here)

T1 Home Office - for home office use (Excel version here)

T1 Vehicle Expenses - business use of personal vehicle (Excel version here)

T1 Rental Revenue & Expenses - for real estate rental properties owned (Excel version here)

T1 Business Revenue & Expenses - for personal businesses (Excel version here)

T1 Foreign Property Memo - review this memo to help you determine if you own foreign property (Excel version here)

Please contact us if you have any questions.


Please use the following link to send us your documents to prepare your tax return.  After clicking on the link below, please chose the staff member who prepared your return last year to send documents to.  If you cannot remember, please send to Trish.  

For signed T183s (permission for us to efile your completed return), please upload to Debbie.


TIP: If you have an iPhone, you can use the Scannable app by Evernote to quickly and easily scan multipage PDFs.


T4/T5 Checklist  (PDF version)  (Word version)

T4 Employee Summary  (PDF version)  (Excel version)