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Finally, spring is upon us and so is our favourite time of the year: the personal tax season!

This won't be our usual monthly blog as things are ramping up quickly for ourselves and our fellow practitioners. Instead, we'd like to jump right into a Practice Tip: the 2020 online tax checklist.

We are practice owners too and would like to give you the tools to be successful over the busy season. We are passed the times when we were sending our clients paper or PDF checklists. The online checklist is one of our favourite tools for personal tax season. This year, we'd like to share our online tax checklist as a template. We use the platform JotForm, which offers a user-friendly interface to easily create and share forms. You can access our checklist as a template here and feel free to use it as you see fit.

The only thing to personalize is to enter your firm's email address under the Settings tab / Emails. This is the email address the notifications will be sent to when someone submits your checklist.

Every year, we update our personal tax checklist and send it as a link to our current and prospective clients. The link is visible as a page on our website, so it is easy for clients to access if they miss the email. You can preview the checklist as seen by our clients on our website here.

After a client completes the form and clicks "Submit," the checklist is sent directly to our general email inbox for further processing. Clients are then directed to the submission page for our Dropbox folder so they can quickly upload their documents.

We are happy to provide the checklist at no cost to you. If you have any improvements, we would like you to share them with the community.

We'd love to hear your thoughts on how you try to be efficient for personal tax season. As always, if you'd like to get in touch about practice management tips or transitioning your practice, we are happy to connect.