Resources

Checklists

The following downloadable .PDF files provide checklists of documents and information required for your tax return preparation.

• CFPC Corporate Tax Checklist

• CFPC Personal Tax Checklist

• CFPC Detailed Personal Tax Guide

Templates

For your convenience, we have downloadable .PDF summary sheets, and excel working papers to assist in data entry.

• CFPC Business and Professional Activities Summary

  • Useful for summarizing business data that you have already tabulated

• CFPC Synoptic for Sole-Proprietorships (Self-Employment) (T2125)

  • Sample excel bookkeeping template for small businesses

• CFPC Mileage Log Sample Template

  • Sample vehicle expense and mileage log

• CFPC Rental Summary

  • Useful for summarizing rental data that you have already tabulated

• CFPC Synoptic for Rental Properties (T776)

  • Sample excel bookkeeping template for rental properties