Publications and tax guides.
Logan Katz LLP strives to provide our clients and colleagues with up-to-date information, as well as information on our services, through a variety of publications. These publications are designed to support your professional and personal financial and related interests. Some documents on this page are PDF files and require Acrobat Reader for viewing.
FIVE STEPS TO SIMPLIFYING FINANCIAL STATEMENTS
READING FINANCIAL DOCUMENTS
STARTING YOUR OWN BUSINESS?
The Canada Revenue Agency provides a Checklist for Small Businesses to help you understand each stage of your business cycle. Find out more here.
THE EXECUTOR’S CHECKLIST
Guides for Canada and the USA.
2023 PERSONAL TAX INFORMATION (CAN)
Personal Tax Checklist (CAN)
Personal Tax Engagement Letter (CAN)
CRA Electronic Payments
Direct Deposit Enrolment Form
Cryptocurrency personal tax info
T1135-Foreign Income Verification Statement
Logan Katz Payment Policy
Individual Schedules (Excel Format)
Schedule A Capital gains (losses)
Schedule B Statement of Business Income (includes Schedule E)
Schedule C Statement of Net Rental Income
Schedule D-Allowable Automobile Expenses
Schedule F Moving expenses
Schedule G Statement of Net Farming Income