Following are some downloads that you may find helpful:

Person with box of recordsClient Tax Questionnaire & Checklist

  • Personal Tax Organizer – Use this comprehensive organizer to help you gather the information needed to complete your income tax returns.
  • Bookkeeping Checklist – This list contains most of the items required to prepare your bookkeeping on a weekly, monthly or annual basis.
  • Corporate Year-End Checklist – This list contains many of the items required to prepare your corporation’s income tax return and financial statements.

Tax Guides & Record Keepers

CGA Tax Tips & Publications