Checklist
Please complete the applicable forms listed below and provide them to our office along with your tax
documents.
If you're unsure which forms apply to you. Feel free to reach out - we're happy to help ensure
everything is prepared accurately.
Whether you are filing personal crypto taxes or managing business-level blockchain transactions, having the right documentation ready is essential. Our downloadable checklists cover everything from client intake forms and statements of business expenses to capital gains worksheets and CRA-specific crypto reporting templates. These resources are designed to simplify the crypto tax filing process, reduce errors, and help you maximize deductions. Each form has been created by our team of experienced crypto CPAs who understand the unique challenges of digital asset taxation.