Resources and Checklists
Our personal or business checklists will help you to organize your records better and identify potential deductions, issues and concerns. If you have any questions about filling out these documents, please contact us.
New Clients
Download and complete all the applicable forms listed below. Send all completed forms to Leonard Bruno CPA.
New Client Forms
- 1. 2019 Personal Income Tax Organizer Letter
- 2. 2018 Tax Alert Bulletin and Personal Tax Organizer - All new and returning clients read before completing checklist
- 3. 2017 Personal Income Tax Organizer Letter (Canadian residents only)
- 4. 2017 Personal Income Tax Checklist
- 5. Personal Tax Engagement Letter
- 6. Individual Consent Form
- 7. Family Consent Form
- 8. RC59 Authorizing or cancelling a representative – business taxes
- 9. T1013 Authorizing or cancelling a representative – personal taxes
Adobe PDF reader required
Returning Clients
Personal Checklists (see below for business checklists if you operate a business) Download and complete all the applicable checklists and forms listed below. Send all completed documents to Leonard Bruno CPA. Required for each tax year ( Canadian Residents only – see below for Nonresidents):
Personal Checklists and Forms
Required:
- 1. 2019 Personal Income Tax Organizer Letter
- 2. 2018 Tax Alert Bulletin and Personal Tax Organizer - All new and returning clients read before completing checklist
- 3. 2017 Personal Income Tax Organizer Letter (Canadian residents only)
- 4. 2017 Personal Income Tax Checklist
- 5. Pre-2017 Personal Income Tax Checklist (Canadian residents only)
- 6. Non-resident Checklist
- 7. For US Income Tax Returns please contact Leonard Bruno for details
Optional depending on need:
- 1. Employment Expenses Tax Checklist
- 2. Home Office Checklist
- 3. Motor Vehicle Expense Tax Checklist
- 4. Real Estate Rentals Tax Checklist
Forms:
Business or Corporate Activities Checklists:
Or
Adobe PDF reader required
Policies
Digital Signatures
The Personal Information Protection and Electronic Documents Act (PIPEDA or the PIPED Act) is a Canadian law relating to data privacy. It governs how private sector organizations collect, use and disclose personal information in the course of commercial business. In addition, the Act contains various provisions to facilitate the use of electronic documents.- An electronic signature is "a signature that consists of one or more letters, characters, numbers or other symbols in digital form incorporated in, attached to or associated with an electronic document";
- A secure electronic signature is as an electronic signature that
- is unique to the person making the signature;
- the technology or process used to make the signature is under the sole control of the person making the signature;
- the technology or process can be used to identify the person using the technology or process; and
- the electronic signature can be linked with an electronic document in such a way that it can be used to determine whether the electronic document has been changed since the electronic signature was incorporated in, attached to or associated with the electronic document.