Our all-in-one Excel working paper solution for personal income tax returns for your client AND their partner for 2026 is now available for download.
And the 2026 versions of related tax forms can be downloaded from the Forms module. Each form includes PDF and Word versions of the following –
- Interview – Personal Tax Return
Use this form to record notes during a client meeting where the information will be used to prepare their personal tax return later. While this may not be your usual workflow, most practices will need to handle this type of client interview from time to time. - Records Personal Return – Short
A concise one-page form you can send to your clients to help collect the information you need up front and reduce productivity-sapping delays caused by missing records. - Records Personal Return – Long
This 6-page version allows clients to provide detailed information about their income and expenses. It is best used selectively for clients who cannot attend your office and have the capacity to complete the form accurately.