Whether you’re a client who files taxes in the U.S. or Canada, you can use these checklists and forms to help you when it comes time to prepare your tax returns. Canadian Checklist 2023 link-arrow icon Canadian Estate Tax Checklist (Date of Death tax filing) link-arrow icon U.S. 1040 Checklist 2023 link-arrow icon U.S. 1040NR Checklist 2023 link-arrow icon U.S. FBAR Spreadsheet Checklist 2023 link-arrow icon Executors or Administrators of an Estate Checklist link-arrow icon Questions? Contact Us
