Client resources
Tax filing checklists and guides
Use these checklists to gather personal, corporate, and bookkeeping records before your file is prepared. Ontario filing dates are tracked with each engagement, so early records keep the process on schedule.
Scope of resources
Guides cover individual and corporate returns, notice to reader compilations, and cloud bookkeeping setup for Ontario clients.
Document checklists
What to gather by file type
Each checklist lists the records we normally ask for. Set aside the items that apply to your file before your first review meeting.
Intake process
Three steps to a complete file
Every engagement follows the same intake path, from document gathering to the final compiled file.