Personal Tax Checklist

Personal tax checklist

Our Personal Tax Checklist will help you to organize your tax affairs for the 2025 tax return. Download and complete these forms to ensure nothing is missed. Page 1 is required information for every tax return, while the remaining pages should be completed where applicable.

When you are ready, submit this checklist with your tax documents.  Please send your documents through our secure online client portal. You can also email us the information directly, mail or drop off to one of our locations, or we can arrange a courier.