Client Resources Page

Required forms for Clients

*Please note all forms are password protected and updated annually

Tax Return Checklist

Please use the below link to gain access to a Personal Tax Return checklist. It will help you in compiling your documentation for drop off. Please print out the form and attach it to your documents.

Personal tax organizer – 2024 updated for 2023 tax year

Engagement Checklist

Please use to the below link to gain access to the list of requirements for business year end. Please ensure if you have any questions not answered by the checklist you contact us.

Engagement Checklist January 2024

Please note: 

If you are a client and would like to pay your invoice online you can etransfer us at Glasskey@shaw.ca. There is no password needed but please make sure to quote your invoice number.

Thanks!

-Glasskey Accounting & Associates Ltd Staff