At Crowe BGK, we take pride in making things easier for our clients. We are pleased to inform you once again of a handy tool that can ease the stress of tax time.
Please find below the Personal Tax Checklist to assist you in accumulating all required information for your 2023 income tax returns. The checklist may also be used by other family members for whom we prepare income tax returns.
All you have to do is :
- Download the Personal Tax Checklist by clicking here.
- Complete the required information.
- Save a PDF version to your desktop and/or print the completed version
- Attach the completed PDF version of the checklist, with the rest of your documents when you upload them to your Client Portal or forward them to your Crowe BGK contact
Note: You may also download a PDF version of the Personal Tax Checklist by clicking here.
It's that easy!
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