Forms

New Clients

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• New Client form

• Client Fact Find Form

• Personal Budget Planner

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Personal Income Tax Return Checklist​

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• 2021 Individual Income Tax Return Checklist

• 2020 Individual Income Tax Return Checklist
   

• 2019 Individual Income Tax Return Checklist

• 2019 Individual Income Tax Return Extended Checklist

• 2018 Individual Income Tax Return Checklist

• 2017 Individual Income Tax Return Checklist

• 2016 Individual Income Tax Return Checklist

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Small Business Bookkeeping Spreadsheets 

(Loads from DropBox in a new tab. Click the Download/Open With button to get the file)

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• 2022 Small Business Bookkeeping Mac

• 2022 Small Business Bookkeeping PC

• 2021 Small Business Bookkeeping_Mac

• 2021 Small Business Bookkeeping_PC​

• 2020 Small Business Bookkeeping_PC

• 2020 Small Business Bookkeeping_Mac

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Xero Setup​

• Xero Setup - Employee Form 

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Year End Tax Planning ​

• Year end tax planning form 

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