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Downloads: Tax Checklists and Accounting Tools
Kustom Design Professional Services Corporation provides clients with the following tools to help them in their tax preparations and filings:
Personal Income Tax Checklist
The Personal Income Tax Checklist will help you collect and organize the required documents for your personal income tax return.
 Download Checklist 385.38 Kb
Corporate Year End Checklist
The Corporate Year End Checklist will help you put together all required documents to complete your Corporate Year End.
Download Checklist 280.22 Kb
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.
Download Checklist 506.84 Kb
New Incorporation Questionnaire
The New Incorporation Questionnaire is a form used to collect all information necessary to start the new incorporation process.
Download Questionnaire 120.39 Kb |
Client Information Sheet / Tell us about you
All new clients are required to complete this form. Please note that all client information provided will be kept confidential.
Download Form 58.94 Kb
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.
Download Annual Checklist 602.86 Kb
Monthly Bookkeeping Checklist
The Monthly Bookkeeping Checklist provides a comprehensive list of required documents to help you complete and organize your monthly bookkeeping documents.
Download Monthly Checklist 271 Kb
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KD Professional 
