Your Personal Tax Checklist – 2020

To assist you in organizing your 2020 tax affairs, you can download a fillable PDF by clicking the links below. We have worked hard to keep it simple but there is no question that a lot of information is required. Completing the documents will help us be effective in preparing your tax return and will help you get all your tax deductions, as well as not miss something that results in interest or penalties being assessed by the Canada Revenue Agency (CRA).


Below you will find two fillable documents:

  • The Personal Tax Checklist must be completed by each adult or couple submitting a tax return. If your information has remained unchanged, just tick the box at the top of the document.
  • The Appendices must be submitted if you are reporting rental income, self-employment income or employment expenses, home office or automobile expenses and/or foreign properties.


Tax season just got a little easier!

COVID-19 moved us into automating our practice at an accelerated pace. We have now implemented a new online system, which allows you to electronically accept and sign our engagement letter, as well as simplify your payment processing by accepting credit cards online. Once we are finished with your taxes, we will send the documents for your final signatures through DocuSign – finally a truly paperless and simple process!


If you are already our client, you will have received our kick-off email on February 16. Just click the link in the email and follow the step-by-step instructions.  If you did not get an email, please email us at or call 604-639-0909.


Are you new to us?

Check out our personal tax plans and find the tailored level of support that fits your needs best. Then contact us at your convenience to discuss how we can help.


When your information is ready, use The Exchange!

Make tax season a breeze with The Exchange, our secure online client file management portal. If you are new to our online portal, contact our team at or 604-639-0909 to get your secure login details. For more information about The Exchange, check out our FAQs.


You can also email us your information or we can arrange a courier.  If you prefer to drop off your information, you can do so at either of these offices:


Important dates

The deadline to file your return and pay your taxes is April 30, 2021.­

If you are self-employed or have a spouse or common-law partner who is self-employed, the deadline to file your taxes is June 15, 2021. All taxes owed must still be paid by April 30, 2021.

As you can appreciate, there are high demands on our time during the month of April. Consequently, we cannot guarantee completion of your return if it is not received by us before April 15, 2021.



As you review the information, if you have questions or concerns, please do not hesitate to give us a call at 604-639-0909 or email us at