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Tax Preparation
2024 worksheets

Download the most updated spreadsheets to organize your information before sending it to us.

Only the Intake form is mandatory for everyone.

The other forms are optional and should only be filled out if that situation applies to you.

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Our service has changed for the Tax Season 2024: First, you need to place your order online, then you will receive an invitation to your Client Portal, and then you will be able to upload your worksheets into your Client Portal.

Intake Form

This form is always mandatory. This is your starting point. Fill out this form first.

Employment Expenses

Applicable if you receive a T4 from your employer AND have a T2200 signed by your employer AND you worked remotely this year or incurred expenses while performing the duties of your employment agreement. 

Rental Income

Applicable if you have Rental Income form properties located inside our outside Canada.

Foreign Property - Detailed

Applicable if you own specified property outside of Canada valued $250,000 Canadian dollars or more combined at any time this year.

Foreign Income / Year of arrival

Applicable if this is your year of arrival AND you received any income from outside of Canada AFTER your arrival date.

Immigrant or Emmigrant

Required if this is your year of arrival or departure of Canada.

Business Income / Self Employed / HST

Applicable if you have your own business as a sole-proprietor. Also required if you are registered on the GST/HST. 

Foreign Property - Simplified

Applicable if you own specified property outside of Canada valued between $100,000 and $249,999 Canadian dollars combined.

Foreign Income

Applicable if you received any income from outside of Canada.

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