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2022 Personal Tax Season Checklists

Tax season 2022 personal tax checklists are available to help your clients get organized and submit all the information you need.  You can tailor these forms to add your letterhead and firm logo and

CEBA Accounting and Assurance File Documentation Templates

Accounting for the CEBA is more complicated than you may expect.  Included in this template is detailed guidance for the appropriate accounting treatment for CEBA loans, including the forgivable port

Presentation and Disclosure of Redeemable Shares Issued in a Tax Planning Arrangement

This guide will assist you with the presentation and disclosure requirements under the amended HB 3856 Financial Instrument standard as it relates to redeemable shares issued in a tax planning arrange

CSRS 4400: Agreed-upon Procedures Engagement Letter

A sample CSRS 4400 engagement letter has been provided for your consideration and modification as necessary.  A subscription to PACT or PEG is required to purchase this product.