Income Tax Preparation Checklist 2025

  • Income Tax Preparation Checklist 2025

    Complete the checklist and click "Submit" on the final page. You can also print the form and return it to us together with the documentation required. This checklist can either be completed as an individual or as a couple. If you have adult children or dependants, they must submit a separate form.

  • After we have received your information and documents, we will confirm the tax filling price as it depends on your tax return's complexity. For your awareness, the price would fall into 2 tiers:      

    Personal income tax: $ 99.99 + HST    

    Sole-proprietor: $ 250.00 to $ 575.00 + HST

    With additional sale of property, please request a quote.

  • 1. Personal Information

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  • If Self-employed, please provide information:

  • 2. Spouse Information

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  • 3. Children information

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  • 4. Sales of Principal Residence

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  • 5. Foreign Reporting

    There are filling requirements for a tax payer who had "Specified Foreign Property" with a cost of more than CAD $100,000 during this year.

  • If the answer is YES for any of the above, we will contact you to fill out another form requested by CRA in a separate section.

  • 6. Income Source Checklist

    Upload files related to each of your income source.
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  • 7. Tax Deductions/ Credits Checklist

    Upload Files related to Tax Deductions/ Credits
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  • 8. Additional information

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  • 9. Submission

    Please review and press the button "Submit" when you are ready. We will confirm you the price for your tax filing right after we reviewed your documents. Thank you!
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