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

Documents are available at the office to sign in person

REQUIRED TAX FORMS

T-183 Authorization & Engagement Letter

T-183 Authorization & Engagement Letter(Required for each tax filer)

DOWNLOAD PDF
Sign By DocuSign

Tax Checklist

Tax Checklist(Required 1 per family)

DOWNLOAD PDF
DOWNLOAD FILLABLE FORM

Tax Checklist – New Clients

Tax Checklist – New Clients(Required 1 per family - NEW clients)

DOWNLOAD PDF
DOWNLOAD FILLABLE FORM

IF YOU SIGN BY DOCUSIGN, PORTAL UPLOAD of signed forms are NOT REQUIRED

OPTIONAL WORKSHEETS

Charitable & Political Donations

Charitable & Political Donations

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DOWNLOAD EXCEL

Medical Expense and Medical Travel Expense

Medical Expense and Medical Travel Expense

DOWNLOAD PDF
DOWNLOAD EXCEL

Northern Travel Allowance

Northern Travel Allowance

DOWNLOAD PDF
DOWNLOAD EXCEL

Statement of Business Activities

Statement of Business Activities

DOWNLOAD PDF
DOWNLOAD EXCEL

Statement of Employment Expenses

Statement of Employment Expenses

DOWNLOAD PDF
DOWNLOAD EXCEL

Statement of Farming Activities

Statement of Farming Activities

DOWNLOAD PDF
DOWNLOAD EXCEL

Statement of Real Estate Rentals

Statement of Real Estate Rentals

DOWNLOAD PDF
DOWNLOAD EXCEL

Contact

Phone: 780-532-4641
Fax: 780-532-4947
Toll Free: 1-800-422-6093
Email: office@fulcrumgroup.ca

#102, 9919 – 99 Avenue
Grande Prairie, AB
T8V 0R6

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