Annual Bookkeeping Checklist
The Annual Bookkeeping Checklist includes a consolidated checklist of all the required documents and detailed instructions on how to properly organize all bookkeeping files.
Business Tracker for Sole Proprietors
The Business Tracker for Sole Proprietors will help you lay out the income and expenses of your business for the year.
Client Information Sheet
All new clients are required to complete this form. Please note that all client information provided will be kept confidential.
Corporate Year End Checklist
The Corporate Year End Checklist will help you put together all required documents to complete your Corporate Year End.
Monthly Bookkeeping Checklist
The Monthly Bookkeeping Checklist provides a comprehensive list of required documents to help you complete and organize your monthly bookkeeping documents.
New Incorporation Info Questionnaire
The New Incorporation Questionnaire is a form used to collect all information necessary to start the new incorporation process.
Personal Income Tax Checklist
The Personal Income Tax Checklist will help you collect and organize the required documents for your personal income tax return.
Client Information Change Form
The Client Information Change Form will provide details on the changes to the client's personal information such as address and marital status.
CRA Authorization - KD Professional
This CRA Authorization form will allow KD Professional to deal with the CRA on your behalf.
Directions to Set-up My Account with CRA
Directions on how to set-up "My Account" - CRA Access to your tax account
New Corporate Client Checklist
The New Corporate Client Checklist provides a list of the required documents to be submitted to KD.
Strategic Planning Letter & Questionnaire
An introductory letter to Strategic Planning including a Planning Questionnaire.
