Chartered Professional Accountants
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Personal Tax

These will help you get started.


Instructions to Add Our Firm as Authorized Representative at CRA - Personal Tax

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Family Organizer

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Estate Planning Worksheet

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Client Tax Payment Instructions

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2024 Personal Income Tax Return Checklist

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New Personal Tax Detailed Checklist

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New Personal Tax Client Quick Checklist

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New Personal Tax CRA Client Authorization Form

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Income and Expense Worksheet

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Rental Property Worksheet

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Rent Receipt Letter Template

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Automobile KM’s Log

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