Your Personal Tax Resource – 2018

Dear Clients, Associates, and Friends,

We hope this message finds you well! 

We have worked hard to keep this simple, but there is no question that a lot of information is required. Below you will find a number of fillable documents, including:

Your personal tax deadline is approaching and we want this to be a quick and painless experience. To assist you in organizing your 2018 tax affairs, please find your Personal Tax Resource – 2018 and relevant appendices below.

  • The  Personal Tax Resource 2018 which must be completed by each adult submitting a tax return.
  • The Appendices which need to be submitted depending on the answers given on your Personal Tax Resource. In the Personal Tax Resource you will be asked a series of questions and directed to the appropriate appendix if necessary.

The Exchange

Make tax season a breeze with The Exchange, our online client file management portal. This secure system is an easy way to send your tax files to us online. If you have used The Exchange in the past, simply click here to login. If you are new to our online portal, contact our team at or 604.639.0909 to get your secure login details.

Important Dates 

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, 2019.


As you review the information below, if you have any questions or concerns, please do not hesitate to give us a call at 604.639.0909. If you would like more information about our firm, please visit our website.

We look forward to working with you,

Team Clearline