CHECKLISTS

DOWNLOAD THE CHECKLIST THAT BEST PERTAINS TO YOU:

Document Checklist for Individuals
Download and make sure all documents marked from the checklist is uploaded.

Document Checklist for Business
Download and make sure all documents marked from the checklist is uploaded.

Post Appointment Tax Return Checklist
Download and review before signing your tax return.
Refer to ‘Tax Filing Accuracy’ on our Terms & Conditions.

DOWNLOAD THE SPREADSHEET THAT BEST PERTAINS TO YOU:

Select the expense spreadsheet that best suits your needs. Download the file, save it to your device, enter your data, and then upload it to your Client Portal.

Expense Spreadsheet for Individuals

Expense Spreadsheet for Self-Employed

Expense Spreadsheet for Rental Properties

Note: We do not have spreadsheets for Corporations.