Income Tax Checklist
Our Income Tax Checklist breaks down exactly what documents you need. Preparing in advance can save you money on your tax preparation fees.
- Business: Excel Tax Service Business Form
- Rental: Excel Tax Service Rental Form
- Employment Expenses: Excel Tax Service Employment Expense Form
- New Clients: Notice of Assessment and Previous Year Tax Return New Customer Form
Ontario Trillium Benefit Application (OTB)
- Property Taxes
- Rent Receipt (including Students – Ontario only)
- Students living on campus – let us know
- Seniors Living in Long-Term Care – Annual Statement
Excel Tax Service is open year-round, so if you need help responding to a letter from the Canada Revenue Agency, we are here to help!