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Ensuring clients have access to the right information not only makes tax season easier, but less stressful for you. Please help yourself to checklists and resource materials. Please note that just because the expense or item is listed on the checklist does not mean you are entitled to claim it, these are for general reference while gathering your tax packages.

Individual Tax Checklist

Corporation Tax Checklist

Trust/ Estate Checklist

Authorize a Representative

Current Expenses vs. Capital Expenses

Work from Home Expenses

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