Client Forms

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Sending Us Your Documents

• Important Information On How You Can Send Us Documents

US Exchange Rates

• Avg. & Dec 31 Exchange Rates by Year

Information For Us To Open A New Client File For You

• Personal: Information for us to open a Personal File for You
• Business: Information for us to open a Business File for You
• Trust or Estate: Information for us to open a Trust or Estate File for You

US ITIN/EIN Application

• Information for us to prepare an Application for a U.S. Individual Tax ID (ITIN)
• Information for us to Prepare an Application for an Employer Identification Number (EIN)

Personal Tax Checklist

• T1-1040 Personal Income Tax Checklist
• Schedule A - U.S. 1040 Supplemental Checklist
• Schedule B - Non-Resident Alien - U.S. 1040NR Supplemental Checklist
• Schedule C - Summary & Instructions for FINCEN 114
• Schedule D - Capital Gains
• Schedule E - Rental Income & Expenses
• Schedule F - Business or Professional Income & Expenses
• Schedule F.1 - Business or Professional Expenses & Asset Purchases and Dispositions
• Schedule F.2 - Motor Vehicle Expenses
• Schedule F.3 - Office in Home Expenses
• Schedule G - Foreign Income Verification - CDN Form T1135