Personal Tax Info

Current Year Letter to Clients

Important current year personal tax procedures and new information. 
Download PDF Document

Checklist

Personal tax checklist to help compile your information for the year.  Also, to help discover new possible deductions, credits and/or new CRA regulations.
Download PDF Document

Foreign Property Questionnaire

Canadian resident individuals who held certain property outside Canada with a total cost of more than $100,000 at any time during the tax year are subject to certain disclosure requirements to Canada Revenue Agency (CRA).  Please see questionnaire.
Download PDF Document