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Checklists

Click on a tab below to access documents to assist with your tax filing.

**Please note: If you are downloading a fillable PDF you must save a copy to your computer and open through your PDF software for the auto calculated fields to work.**

2023 Personal Tax Checklist, Important Tax Highlights and Forms
  • 2023 Personal Tax Checklist
TitleDate modifiedDownload
Tax Highlights For the 2023 Personal Tax Season 2024-02-23 DownloadPreview
Personal Tax Checklist 2024-02-22 DownloadPreview
Personal Tax Checklist for Quebec Taxpayers 2024-02-22 DownloadPreview
Deceased Taxpayer Checklist 2024-02-23 DownloadPreview
Audit Protection Plan 2024-02-23 DownloadPreview
APPENDIX A – 2023 SELF-EMPLOYED BUSINESS WORKSHEET (T2125) 2024-02-23 DownloadPreview
APPENDIX B – 2023 MOTOR VEHICLE AND HOME OFFICE WORKSHEET 2024-02-23 DownloadPreview
APPENDIX C – 2023 RENTAL INCOME WORKSHEET (T776 ) 2024-02-23 DownloadPreview
APPENDIX D – SHARE COMPENSATION WORKSHEET 2024-02-23 DownloadPreview
APPENDIX E – PRINCIPAL RESIDENCE EXEMPTION 2024-02-23 DownloadPreview
APPENDIX F – 2023 EMPLOYMENT EXPENSES (T2200 ) 2024-02-23 DownloadPreview
2022 Personal Tax Checklist, Important Tax Highlights and Forms
  • 2022 Personal Tax Checklist
TitleDate modifiedDownload
2022 HW Tax Highlights 2023-02-13 DownloadPreview
2022 HW Tax Checklist and Worksheet 2023-02-13 DownloadPreview
2022 HW-Self-employed Worksheet 2023-02-14 Download
2022 HW Eligibility and Deductibility of Home Office Expenses due to COVID-20 2023-02-13 DownloadPreview
2022 HW Audit Protection Plan 2023-02-13 DownloadPreview
2022 Motor Vehicle and Home Office Worksheet 2023-02-13 DownloadPreview
2022 HW Self Employed Business Worksheet 2023-02-13 DownloadPreview
2022 HW Employment Expenses Worksheet (Salary or Commission) 2023-02-13 DownloadPreview
2022 HW Deceased Taxpayer Checklist 2023-02-13 DownloadPreview
Online Filing of the Personal Income Tax Return by an Accredited Person 2023-02-13 DownloadPreview
Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return 2023-02-13 DownloadPreview
Foreign Income Verification Statement 2023-02-13 DownloadPreview
CRA Payment – 2022 2023-02-13 DownloadPreview
Disability tax credit information 2023-06-19 DownloadPreview
Disability tax credit application – new digital form for medical practitioners 2023-06-19 DownloadPreview
2022 HW Shopify Tax Checklist 2023-02-13 DownloadPreview
2021 Personal Tax Checklist, Important Tax Highlights and Forms
  • 2021 Personal Tax Checklist
TitleDate modifiedDownload
2021 HW Tax Highlights 2022-02-07 DownloadPreview
2021 HW Tax Checklist and Worksheets 2022-02-07 DownloadPreview
2021 HW Eligibility and Deductibility of Home Office Expenses due to COVID-19 2022-02-07 DownloadPreview
2021 HW Audit Protection Plan 2022-02-07 DownloadPreview
2021 HW Employee Home Office Worksheet with a T2200 (Salary or Commission) 2022-02-07 DownloadPreview
2021 HW Motor Vehicle Worksheet 2022-02-07 DownloadPreview
2021 HW Self Employed Business Worksheet 2022-02-07 DownloadPreview
2021 HW Self Employed Home Office Expense Worksheet 2022-02-07 DownloadPreview
2021 HW Employment Expenses Worksheet (Salary or Commission) 2022-02-07 DownloadPreview
2021 HW Deceased Taxpayer Checklist 2022-02-07 DownloadPreview
CRA Payment – 2021 2022-02-07 DownloadPreview
CRA Authorization Request 2022-02-07 DownloadPreview
2021 T183 Efile Form 2022-02-07 DownloadPreview
2021 T1135-Foreign Income Verification 2022-02-07 DownloadPreview
Quebec Authorization Request 2022-02-07 DownloadPreview
2021 TP-1000 Quebec Efile Form 2022-02-07 DownloadPreview
2020 Personal Tax Checklist, Important Tax Highlights and Forms
  • 2020 Personal Tax Checklist
TitleDate modifiedDownload
2020 Deceased Taxpayer Checklist 2021-02-05 DownloadPreview
2020 HW Audit Protection Plan 2021-02-05 DownloadPreview
2020 HW Employment Expenses Worksheet 2021-02-08 DownloadPreview
2020 HW Tax Checklist and Worksheets 2021-02-05 DownloadPreview
2020 HW Tax Highlights 2021-02-05 DownloadPreview
2020 Motor Vehicle and Home Office Worksheet 2021-02-05 DownloadPreview
2020 Rental Income Worksheet 2021-02-05 DownloadPreview
2020 Self Employed Business Worksheet 2021-02-05 DownloadPreview
2020 T183 Efile Form 2021-02-05 DownloadPreview
2020 T1135-Foreign Income Verification 2021-02-05 DownloadPreview
2020 TP-1000 Quebec Efile Form 2021-02-05 DownloadPreview
CRA Authorization Request 2021-02-05 DownloadPreview
Direct Deposit Enrollment 2021-02-05 DownloadPreview
Quebec Authorization Request 2021-02-05 DownloadPreview
2019 Personal Tax Checklist, Important Tax Highlights and Forms
  • 2019 Personal Tax Checklist
TitleDate modifiedDownload
HW 2019 Audit Protection Plan 2020-02-28 DownloadPreview
Direct Deposit Enrollment 2020-02-28 DownloadPreview
Audit Protection Plan 2019-10-16 DownloadPreview
2019 TP-1000 Quebec Efile Form 2020-02-28 DownloadPreview
2019 T1135 – Foreign Income Verification 2020-02-28 DownloadPreview
2019 T183 Efile Form 2020-02-28 DownloadPreview
2019 HW Tax Highlights 2020-02-28 DownloadPreview
2019 HW Tax Highlights 2020-02-24 DownloadPreview
2019 HW Tax Checklist & Worksheets 2020-02-28 DownloadPreview
2019 HW Tax Checklist & Worksheets 2020-02-24 DownloadPreview
2019 HW Self Employed Business Worksheet 2020-02-28 DownloadPreview
2019 HW Rental Income Worksheet 2020-02-28 DownloadPreview
2019 HW Motor Vehicle and Home Office Worksheet 2020-02-28 DownloadPreview
2019 HW Deceased Taxpayer Checklist 2020-02-28 DownloadPreview
2018 Personal Tax Checklist, Important Tax Highlights and Forms
  • 2018 Personal Tax Checklist
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
2018 HW Ta… 179.00 KB16192019-10-162019-10-16 DownloadPreview
2018 HW Ta… 327.38 KB16252019-10-162019-10-16 DownloadPreview
2018 HW Se… 148.35 KB15362019-10-162019-10-16 DownloadPreview
2018 HW Ve… 141.20 KB15912019-10-162019-10-16 DownloadPreview
2018 HW Re… 137.38 KB16482019-10-162019-10-16 DownloadPreview
2018 HW De… 219.82 KB16282019-10-162019-10-16 DownloadPreview
HW Audit P… 146.49 KB15552019-10-162019-10-16 DownloadPreview
2018 T183 … 244.85 KB16992019-10-162019-10-16 DownloadPreview
2018 TP-10… 81.18 KB20972019-10-162019-10-16 DownloadPreview
2018 T1135… 46.46 KB14352019-10-162019-10-16 DownloadPreview
Direct Dep… 363.85 KB15382019-10-162019-10-16 DownloadPreview
2017 Personal Tax Checklist, Important Tax Highlights and Forms
  • 2017 Personal Tax Checklist
Making Your Voice Heard
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
2017 HW Ta… 137.53 KB16452019-10-162019-10-16 DownloadPreview
2017 HW Ta… 202.33 KB17752019-10-162019-10-16 DownloadPreview
2017 HW Se… 110.23 KB15462019-10-162019-10-16 DownloadPreview
2017 HW Ve… 106.93 KB15372019-10-162019-10-16 DownloadPreview
2017 HW Re… 100.57 KB14652019-10-162019-10-16 DownloadPreview
2017 HW De… 165.45 KB21542019-10-162019-10-16 DownloadPreview
2017 HW Au… 126.56 KB15952019-10-162019-10-16 DownloadPreview
2017 T183 … 250.74 KB17532019-10-162019-10-16 DownloadPreview
2017 TP-10… 82.44 KB15552019-10-162019-10-16 DownloadPreview
2017 T1135… 46.46 KB14852019-10-162019-10-16 DownloadPreview
2017 Direc… 363.85 KB14662019-10-162019-10-16 DownloadPreview
  • 2022 Personal Tax Checklist
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
2022 HW Tax Highlights 2023-02-13 DownloadPreview
2022 HW Tax Checklist and Worksheet 2023-02-13 DownloadPreview
2022 HW-Self-employed Worksheet 2023-02-14 Download
2022 HW Eligibility and Deductibility of Home Office Expenses due to COVID-20 2023-02-13 DownloadPreview
2022 HW Audit Protection Plan 2023-02-13 DownloadPreview
2022 Motor Vehicle and Home Office Worksheet 2023-02-13 DownloadPreview
2022 HW Self Employed Business Worksheet 2023-02-13 DownloadPreview
2022 HW Employment Expenses Worksheet (Salary or Commission) 2023-02-13 DownloadPreview
2022 HW Deceased Taxpayer Checklist 2023-02-13 DownloadPreview
Online Filing of the Personal Income Tax Return by an Accredited Person 2023-02-13 DownloadPreview
Information Return for Electronic Filing of an Individual's Income Tax and Benefit Return 2023-02-13 DownloadPreview
Foreign Income Verification Statement 2023-02-13 DownloadPreview
CRA Payment – 2022 2023-02-13 DownloadPreview
Disability tax credit information 2023-06-19 DownloadPreview
Disability tax credit application – new digital form for medical practitioners 2023-06-19 DownloadPreview
2022 HW Shopify Tax Checklist 2023-02-13 DownloadPreview

 

  • 2021 Personal Tax Checklist
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
2021 HW Tax Highlights 2022-02-07 DownloadPreview
2021 HW Tax Checklist and Worksheets 2022-02-07 DownloadPreview
2021 HW Eligibility and Deductibility of Home Office Expenses due to COVID-19 2022-02-07 DownloadPreview
2021 HW Audit Protection Plan 2022-02-07 DownloadPreview
2021 HW Employee Home Office Worksheet with a T2200 (Salary or Commission) 2022-02-07 DownloadPreview
2021 HW Motor Vehicle Worksheet 2022-02-07 DownloadPreview
2021 HW Self Employed Business Worksheet 2022-02-07 DownloadPreview
2021 HW Self Employed Home Office Expense Worksheet 2022-02-07 DownloadPreview
2021 HW Employment Expenses Worksheet (Salary or Commission) 2022-02-07 DownloadPreview
2021 HW Deceased Taxpayer Checklist 2022-02-07 DownloadPreview
CRA Payment – 2021 2022-02-07 DownloadPreview
CRA Authorization Request 2022-02-07 DownloadPreview
2021 T183 Efile Form 2022-02-07 DownloadPreview
2021 T1135-Foreign Income Verification 2022-02-07 DownloadPreview
Quebec Authorization Request 2022-02-07 DownloadPreview
2021 TP-1000 Quebec Efile Form 2022-02-07 DownloadPreview
  • 2020 Personal Tax Checklist
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
2020 Deceased Taxpayer Checklist 2021-02-05 DownloadPreview
2020 HW Audit Protection Plan 2021-02-05 DownloadPreview
2020 HW Employment Expenses Worksheet 2021-02-08 DownloadPreview
2020 HW Tax Checklist and Worksheets 2021-02-05 DownloadPreview
2020 HW Tax Highlights 2021-02-05 DownloadPreview
2020 Motor Vehicle and Home Office Worksheet 2021-02-05 DownloadPreview
2020 Rental Income Worksheet 2021-02-05 DownloadPreview
2020 Self Employed Business Worksheet 2021-02-05 DownloadPreview
2020 T183 Efile Form 2021-02-05 DownloadPreview
2020 T1135-Foreign Income Verification 2021-02-05 DownloadPreview
2020 TP-1000 Quebec Efile Form 2021-02-05 DownloadPreview
CRA Authorization Request 2021-02-05 DownloadPreview
Direct Deposit Enrollment 2021-02-05 DownloadPreview
Quebec Authorization Request 2021-02-05 DownloadPreview
  • 2019 Personal Tax Checklist
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
HW 2019 Audit Protection Plan 2020-02-28 DownloadPreview
Direct Deposit Enrollment 2020-02-28 DownloadPreview
Audit Protection Plan 2019-10-16 DownloadPreview
2019 TP-1000 Quebec Efile Form 2020-02-28 DownloadPreview
2019 T1135 – Foreign Income Verification 2020-02-28 DownloadPreview
2019 T183 Efile Form 2020-02-28 DownloadPreview
2019 HW Tax Highlights 2020-02-28 DownloadPreview
2019 HW Tax Highlights 2020-02-24 DownloadPreview
2019 HW Tax Checklist & Worksheets 2020-02-28 DownloadPreview
2019 HW Tax Checklist & Worksheets 2020-02-24 DownloadPreview
2019 HW Self Employed Business Worksheet 2020-02-28 DownloadPreview
2019 HW Rental Income Worksheet 2020-02-28 DownloadPreview
2019 HW Motor Vehicle and Home Office Worksheet 2020-02-28 DownloadPreview
2019 HW Deceased Taxpayer Checklist 2020-02-28 DownloadPreview
  • 2018 Personal Tax Checklist
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
2018 HW Ta… 179.00 KB16192019-10-162019-10-16 DownloadPreview
2018 HW Ta… 327.38 KB16252019-10-162019-10-16 DownloadPreview
2018 HW Se… 148.35 KB15362019-10-162019-10-16 DownloadPreview
2018 HW Ve… 141.20 KB15912019-10-162019-10-16 DownloadPreview
2018 HW Re… 137.38 KB16482019-10-162019-10-16 DownloadPreview
2018 HW De… 219.82 KB16282019-10-162019-10-16 DownloadPreview
HW Audit P… 146.49 KB15552019-10-162019-10-16 DownloadPreview
2018 T183 … 244.85 KB16992019-10-162019-10-16 DownloadPreview
2018 TP-10… 81.18 KB20972019-10-162019-10-16 DownloadPreview
2018 T1135… 46.46 KB14352019-10-162019-10-16 DownloadPreview
Direct Dep… 363.85 KB15382019-10-162019-10-16 DownloadPreview
  • 2017 Personal Tax Checklist
Making Your Voice Heard
TitleDescriptionVersionSizeHitsDate addedDate modifiedDownload
2017 HW Ta… 137.53 KB16452019-10-162019-10-16 DownloadPreview
2017 HW Ta… 202.33 KB17752019-10-162019-10-16 DownloadPreview
2017 HW Se… 110.23 KB15462019-10-162019-10-16 DownloadPreview
2017 HW Ve… 106.93 KB15372019-10-162019-10-16 DownloadPreview
2017 HW Re… 100.57 KB14652019-10-162019-10-16 DownloadPreview
2017 HW De… 165.45 KB21542019-10-162019-10-16 DownloadPreview
2017 HW Au… 126.56 KB15952019-10-162019-10-16 DownloadPreview
2017 T183 … 250.74 KB17532019-10-162019-10-16 DownloadPreview
2017 TP-10… 82.44 KB15552019-10-162019-10-16 DownloadPreview
2017 T1135… 46.46 KB14852019-10-162019-10-16 DownloadPreview
2017 Direc… 363.85 KB14662019-10-162019-10-16 DownloadPreview

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Testimonial from Rob Waterman - President at Waterman Sales Ltd.

We have been in Business since 1992 and had an accountant who was a family friend. When he retired, we needed to find a new accountant. Jacob at Hendry Warren was recommended to us through our Lawyer. We met with him and were impressed immediately; over the years we have gotten to know more of the staff and are equally impressed. They have done our company taxes, company valuations, share purchases, tax planning, covid relief, personal taxes, etc. All of which have gone very smoothly. Hendry Warren is aware of new legislation and has helped us grow as a company.

Rob Waterman (President at Waterman Sales Ltd.)
Testimonial from Lynn LaHam - CPA, CGA, Crossroads Children’s Centre

Hendry Warren is a very professional organization who are very sensitive to client needs and timelines. Marie Fraser and all of the staff that I have met and worked with exhibit the same degree of courtesy and professionalism. It is always a pleasure working with them.

Lynn LaHam ( CPA, CGA, Crossroads Children’s Centre)
Testimonial from Chris Jerome, Treasurer - Habitat for Humanity – National Capital Region

Hendry Warren LLP has been easy to work with, dependable, personable and professional and are always available when we need them. The annual audit process is efficient and timely and their staff is always knowledgeable and well prepared.

Chris Jerome, Treasurer (Habitat for Humanity – National Capital Region)
Testimonial from Don Silverman - CFO Sciemetric

From the partners to the new graduates, the quality of service and advice were second to none…we rely heavily on the advice we are given from both an audit and tax perspective…I know that our firm can count on Hendry Warren LLP to be accurate, timely and professional at all times.

Don Silverman (CFO Sciemetric)
Testimonial from Gordon Miller - President, UNIGLOBE Premiere Travel

In every instance where advice or assistance has been needed it has been provided with clarity and timeliness. And with a very satisfactory outcome. Our accounting staff have always appreciated the efficiency of Hendry-Warren team assigned to our audits and review engagements. We appreciate that Hendry-Warren LLP is able to support our needs as a paperless group of companies.

Gordon Miller (President, UNIGLOBE Premiere Travel)
Testimonial from Les Bell, - CPA, CA, President, Lincoln Heights Ford Sales Ltd.

Ian Hendry is a truly responsive and responsible partner in our business and has been for over 20 years. I would (and have) recommend his services to everyone.

Les Bell, (CPA, CA, President, Lincoln Heights Ford Sales Ltd.)
Testimonial from Colin Goodfellow - field_5cebff5066bfc

I have used Marie Fraser and her team at Hendry Warren for business, personal and special projects. Deep enough bench strength to cover anything, and small enough to pay attention.

Colin Goodfellow (field_5cebff5066bfc)
Testimonial from Rupert Bonham-Carter - field_5cebff5066bfc

Jacob has been invaluable over the past 18 months in assisting with the incorporation and start-up of my new business venture. I trust Jacob's advice on complicated income tax and HST matters to allow me to focus on what is most important - my business!

Rupert Bonham-Carter (field_5cebff5066bfc)
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