2023 Tax Checklists

Please download and complete the checklist(s) below for the preparation of your 2023 Income Tax and Benefit Return.  Please complete checklist #1 in all cases.  Other checklists are only required if you have a rental property and/or you are a self-employed individual.

Along with the checklist, please provide us with the specified documents and/or requested information, to ensure that your tax return can be filed in due time.

The due date to file the 2023 tax return is Tuesday, April 30, 2024.  If you are a self-employed individual, the filing deadline is Monday, June 17, 2024.

Fillable Checklists - (Please download and complete)

1. Income Tax and Benefit Return Checklist

2. Rental Property Checklist

3. Self-Employment Checklist

We will be using the Microsoft OneDrive service to receive and send tax documents more securely.   This service is offered to our clients at no additional charge. If you wish to send your documents and are not set up for the service, please contact our office.

Online Checklists - (Complete the checklist using the online form and submit documents at the same time)

1. Income Tax and Benefit Return Checklist

2. Rental Property Checklist

3. Self-Employment Checklist

ASSOCIATED LINK:

• Tax Checklist for other years

• Tax Services