Forms and Checklists

The deadline for filing and payment of taxes is April 30.  Please send us your complete information by:

• drop off in person anytime between 8:30am and 4:30 pm Monday to Friday;
• mail;
• courier; or
• upload to our secure CaseWare cloud portal which can be accessed at CaseWare Cloud.  For cloud assistance, please call our office 780-482-3431 – ext 301.

If you are uploading to the cloud, please inform us by email – [email protected] – so your upload is not overlooked.  We require any documents uploaded to be scanned.  A picture of the document taken with a camera or cell phone camera is NOT sufficient.  All information given to us in paper form will be returned to you upon completion of your return.

Please use the following forms and checklists in order for our firm to complete your personal tax return for the year.  Click on each link and download as needed.

• Personal Tax Filing Client Checklist
  • Employment Expenses Summary
  • Business Activities Summary
  • Rental Activities Summary
  • Farming Activities Summary
  • T777S Work From Home Due to Covid

CRA is now allowing signatures to be in electronic format.  With your consent, an image of your signature would be captured and inserted into the signature area on the T183 and any other forms requiring a signature. Click on the link below to access the template and sent it to us with your year end documents.

• Client Signature Template

To access your personal account anytime online with tax department, please click: CRA “My Account”