Personal Tax Forms

Personal Tax Forms

Listed below are forms and worksheets that will assist you in preparing your personal tax information

For assistance contact Fulcrum Group – Office:  780-532-4641

REQUIRED TAX FORMS

T183 E-File Authorization Form(Required for each tax filer)
Engagement Letter(Required for each tax filer)
Tax Checklist(Required 1 per family)
Tax Checklist – New Clients(Required 1 per family - NEW clients)

OPTIONAL WORKSHEETS

Charitable & Political Donations
Medical Expense and Medical Travel Expense
Northern Travel Allowance
Statement of Business Activities
Statement of Employment Expenses
Statement of Farming Activities
Statement of Real Estate Rentals