2022 Personal Tax Season Checklists



Tax season is here and as part of our focus on delivering CPA firms with quality practice management tools and resources, we have published our 2022 Personal Tax Season Checklists.  Download these checklists which are provided in various colour schemes and tailor them for your firm by adding your letterhead and logo.  Distribute to your clients to help them organize all the information you need to file their taxes this year.  We hope these make this tax season a little easier on everybody this year.

The 2022 Personal Tax Checklist includes sections for your clients to fill out such as:

  • Client identifying, marital and other information
  • Children or dependent information
  • Taxation slips to include in the information package
  • Income with no slips
  • Capital transactions on property, investments and real estate
  • Rental properties income and expenses
  • Self-employment and business income and expenses
  • Home office expenses
  • Automobile expenses
  • Employment expenses
  • Foreign income


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