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Excel Tax Service

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What to Bring

Excel Tax Service / What to Bring

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

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  • Property Taxes
  • Rent Receipt (including Students โ€“ Ontario only)
  • Students living on campus โ€“ let us know
  • Seniors Living in Long-Term Care โ€“ 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!

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