Forms and Checklists

Here are a few forms and checklists we feel would be of use to you, or make the search to find them quicker for our clients.

The forms and checklists are all available to download in PDF format.

Tax Information and Checklists

• Tax Checklist
• Individual Terms of Engagement (Excel)
• Clients’ Rights & Obligations under the Taxation Law (Excel)
• Deduction Substantiation Requirements (Excel)
• Work Related Deductions – some of the rules explained (Excel)

Tax Forms

• Tax Return Information Form
• Rental Property Form
• Investment Information Form
• Motor Vehicle Information Form
• Rental Property Depreciation Report – Order Form