Client Checklists

To help our clients we are posting some important dates that corporations and individuals should be aware of:

Individuals

• • Tuesday April 30, 2024 is the deadline for your personal tax return
  • Download a  Comprehensive Checklist for Your Personal Income Tax Returns
  • Download a Simplified Personal Income Tax Checklist
  • Download a T1 Client Engagement letter for the taxation year
  • Download an Authorization Form if you are a new client. This authorizes us to access your CRA account and act as your representative.
  • If you have an interest in foreign (non-U.S.) bank or other financial accounts and the aggregate maximum value of these accounts during the year exceeded $10,000 US, you are required to submit a separate FinCEN Form 114 Report on Foreign Bank and Financial Accounts. Click here to download our 2022 Form 114 FBAR Worksheet
  • Download a Lohn Caulder U.S. Personal Tax Checklist 2022
  • Download a Lohn Caulder U.S. Personal Engagement Letter for the taxation year
  • You should also complete and sign a Form 114a in order to authorize our firm to file the FBAR on your behalf. Click here the download the form

Corporations

• Your corporate tax return is due six months after your fiscal year end
• The end of February is the T4 and T5 reporting deadline
• Download a Year End Checklist (fillable version) | (non-fillable version)

Trusts

• Filing deadlines for Family Trust returns is March 31
• Download a Trust Year End Transaction Summary:
  • Sample Form (excel) | (PDF)
  • Blank Form (excel) | (PDF)
• Download the Trust Ownership Disclosure Form
  • Blank Form (PDF)