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Your Personal Tax Checklist – 2019

Dear Clients, Associates, and Friends,

 

Your personal tax deadline is approaching and we want this to be a quick and painless experience. To assist you in organizing your 2019 tax affairs, please find your Personal Tax Checklist – 2019 and relevant appendices below.

 

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:
  • The  Personal Tax Checklist 2019  which must be completed by each adult or couple submitting a tax return.
  • The Appendices which need to be submitted depending on the answers given on your Personal Tax Checklist. In the Personal Tax Checklist you will be asked a series of questions and directed to the appropriate appendix if necessary.

 

Recurring client? We may already have a good understanding of you and your taxes. We still need you to sign our engagement letter and complete the checklist, but feel free to only fill in the information that changed in 2019, or reach out to your Clearline team with any questions.

 

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 we_are@clearlinecpa.ca or 604.639.0909 to get your secure login details.

 

Non-Corporate Clients
Are you a non-corporate client? Check out our new personal tax plans here and find the tailored level of support that fits your needs best.

 

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, 2020.

 

Questions?
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.