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Self-Assessment Tax Return Checklist

QX accountants have created a free PTR checklist to help you easily collect data from your clients.


Before you begin to prepare your income tax return, download and go through the following checklist. Highlight the areas that apply to you, and make sure you have gathered all your slips, receipts, and tax documentation. Better yet, attach the list to a folder of your tax documents, and check items off as you add them to the folder.

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