Resources
All you need to understand the journey of your financial life
Useful Documents
Employment expense checklist
Have employment expenses and you have a signed T2200 by your employer? Here is a checklist that will help you get started.
Personal checklist (New and returning clients)
Filing personal income taxes? File everything you need with this checklist.
Rental income and expenses checklist
Own a rental property? Use this checklist to simplify your rental revenue.
Self employment checklist
Self employed or freelancing? Here's a checklist to help crunch your self-employment tax numbers.
Real Estate checklist
If you SOLD or GIFTED any piece of real estate, you owned in the year (located inside or outside of Canada) or If you CHANGED THE USE of your property in year. (ex. converting your principal residence to a rental property, or vice versa)
Resource Links
From The Government of Canada
Most of the links you'd need if you're a Canadian Tax Payer
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