Accounting Forms

NEW CLIENT FORM – To be completed by new clients.

PERSONAL INCOME TAX CHECKLIST – To assist our staff in preparing your personal tax return, please complete this form or submit all relevant information.

BUSINESS EXPENSES – To assist our staff in preparing your personal tax return, please complete this form or provide the source documents of all categories that apply.

HOME OFFICE & AUTO EXPENSES – To assist our staff in preparing your personal tax return, please complete this form or provide the source documents of all categories that apply.

EMPLOYMENT EXPENSES – To assist our staff in preparing your personal tax return, please complete this form or provide the source documents of all categories that apply.

RENTAL PROPERTY – To assist our staff in preparing your personal tax return, please complete this form or provide the source documents of all categories that apply.

DEDUCTIBLE BUSINESS EXPENSES – a brief explanation of what types of expenses are deductible from your business income.