KATALACPROFESSIONAL SERVICES
PERSONAL INCOME TAX

Your taxes.
A clearer starting point.

Bring your questions. We’ll help you organize the details for your personal income tax return and discuss the next steps with Katalac.

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Personal tax checklist

You do not need to have everything ready. Choose “Still gathering / need help” whenever you are unsure.

0 items answered
A checklist, not a document upload. Please do not enter your SIN, date of birth, banking details, passwords, or financial amounts here. Keep your slips and receipts to provide separately. Your submitted contact details and checklist will be saved for Katalac to review, and a copy will be emailed to info@katalac.com using FormSubmit.
1. A little about you
2. Marital status
3. Moving for work

Compare the distance from your old home and your new home to the new work location, using the shortest public route. CRA moving expense information

Your quote comes next. Once your completed checklist is submitted, Katalac will review it and send you a quote for services. You can decide whether to move forward before we discuss authorization and document delivery.

Your answers are not saved until you submit. A copy is requested for the Katalac office; keep your on-screen reference number. You will not receive an automatic email confirmation.

Checklist items are prompts to discuss with your preparer. Eligibility for deductions and credits depends on your circumstances and the tax year.

Helpful CRA resources: Getting ready to file · Deductions, credits and expenses

Questions or a change to a submitted checklist? Call 780-835-3404 or email info@katalac.com and quote your reference.