Client Portal

Client File Upload

To upload files securely

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Checklists & Worksheets

• Schedule 15: Trust Data Sheet 
• Personal Tax Checklist
• Corporate Year-end Checklist
• First-time Corporate Year-end Checklist
• Rental Income Worksheet
• T2125 Self-employment Worksheet

Tax Planning Centre

• QuickTax Guide 2024 Edition
• QuickTax Guide 2023 Edition
• QuickTax Guide 2022 Edition
• QuickTax Guide 2021 Edition
• QuickTax Guide 2020 Edition
• QuickTax Guide 2019 Edition
• QuickTax Guide 2018 Edition
• QuickTax Guide 2017 Edition
• QuickTax Guide 2016 Edition
• QuickTax Guide 2015 Edition
• QuickTax Guide 2014 Edition
• QuickTax Guide 2013 Edition
• QuickTax Guide 2012 Edition
• QuickTax Guide 2011 Edition

Online Forms & Documents

• Underused Housing Tax Return Form
• T1135 Foreign Income Verification Statement
• RC59 Business Consent
• T1013 Personal Consent
• RC4070 Guide for Canadian Small Business
• TD1 Personal Tax Credits
• TD1BC BC Personal Tax Credits
• T1ADJ T1 Adjustment Request
• T2200 Conditions of Employment
• T2201 Disability Tax Credit Certificate
• T400A Notice of Objection
• RC1 Business Number Request
• GST 74 Election of Quick method
• GST 20 Election of reporting dates
• RC4110 Employee or Self Employed?
• NR73 Determining Residency Status
• IT221r3 Determining Residency Status – information
• T1261 Application for ITN

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