2019 (2018 tax year) Tax Season
Client Tax Organizer
A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office.
- Download Client Tax Organizer
- Download All Canadian Tax Documents (excluding T2125 worksheet)
- Download All US Tax Documents
Canadian Tax Documents
- Download 2018 Canadian Enclosure Letter
- Sign 2018 Canadian Engagement Letter (or Download 2018 Canadian Engagement Letter)
- Sign T1013 CRA Conent Form (or Download T1013 - Authorizing SMLLP to be your representative with CRA (Personal))
- Download Estate Planning Information
- Download T1135 Letter
- Download Sole Proprietorship (T2125) Client Input Form (excel)