These tax questionnaires (or organizers) are designed to help you provide the information and documents needed to prepare your personal income tax return. Please answer all applicable questions and upload the completed questionnaire together with any relevant documentation into your Client InBox in the Analie Tax Secure Client Portal. Please use the “Any Other Information” section, when necessary, to provide additional information on any income/deductions or any other matters you consider relevant to your tax position.

Click on the appropriate questionnaire below to download a copy.


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