Tax Preparation Checklists & Client Resources
At A&R LLP, we believe in clarity, preparation, and proactive planning.
The following checklists are provided as a public resource to help individuals, corporations, and estate representatives organize the information required for tax compliance and advisory services. These tools reflect the structured approach we apply in every client engagement.
You may download any checklist at your convenience. Should you wish to discuss your specific circumstances or have our team assist you directly, we welcome you to connect with us.
Frequently Asked Questions
If you are filing a standard Canadian personal income tax return, use the Personal Income Tax Return Checklist (T1 – Canada). This checklist outlines the documents and information typically required for accurate T1 preparation.
Use the Self-Employed & Employment Expense Tax Checklist (T1 – Canada). This checklist covers sole proprietors, independent contractors, and employees claiming employment expenses, including automobile and home office deductions.
Use the Investment & Securities Capital Gains Tax Checklist (Canada) if you have sold shares, ETFs, mutual funds, or other securities and need to report capital gains or losses.
Use the Rental Property & Real Estate Sale Tax Checklist (Canada) for rental income reporting (including expense tracking) or when reporting the sale of real estate and related capital gains.
Use the Corporate Client Intake & Onboarding Checklist (Canada) if you are establishing a new corporate engagement with our firm or transitioning from another accountant. This checklist helps ensure a smooth and structured onboarding process.
Use the Corporate Year-End Tax Preparation Checklist (T2 – Canada) to gather financial records, reconciliations, and supporting documentation required for annual corporate tax filing and financial statement preparation.
Use the Estate & Trust Tax Return Checklist (T3 – Canada) for information and documentation related to estate or trust income, capital transactions, distributions to beneficiaries, and annual T3 filing requirements.
Yes. These resources are provided as a public service and may be downloaded without registration.
No. The checklists are designed to help organize commonly required information. Tax treatment depends on individual circumstances, and professional advice is recommended.
Yes. You may complete the relevant checklist and provide it along with supporting documentation. If you would like our team to review your information or provide advisory guidance, we invite you to schedule a consultation.