Client Forms
- 02 - Avg. & Dec 31 Exchange Rates by Year
- 03 - Information for us to open a Personal File for You
- 04 - Information for us to open a Corporation File for You
- 05 - Information for us to open a Trust or Estate File for You
- 1 - T1-1040 Personal Income Tax Checklist V 01-19
- 2 - U.S. 1040 Supplemental Checklist - Schedule A
- 3 - U.S. 1040NR (Non-Resident Alien) Supplemental Checklist - Schedule B
- 3.1 - Information for us to prepare an Application for a U.S. Individual Tax ID (ITIN)
- 4 - Summary & Instructions for FINCEN 114 - Schedule C
- 4.1 - Foreign Financial Accounts for FINCEN 114
- 4.2 - Other Foreign Financial Assets for FINCEN 114
- 4.3 - Other Foreign Assets - Pensions and Deferred Compensation Plans for FINCEN 114
- 5 - Capital Gains - Schedule D
- 6 - Rental Income & Expenses - Schedule E
- 7 - Business or Professional Income & Expenses - Schedule F
- 7.1 - Business or Professional Expenses & Asset Purchases and Dispositions - Schedule F.1
- 7.2 - Motor Vehicle Expenses - Schedule F.2
- 7.3 - Office in Home Expenses - Schedule F.3
- 8 - Foreign Income Verification - CDN Form T1135 - Schedule G