Following are some downloads that you may find helpful:
Client 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.