2023 USA Personal Income Tax Checklist

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Our 2023 USA Personal Income Tax Checklist can be used to help gather your documents and send us necessary information for completing your tax return.

Please click on the image to download the fillable PDF.

2023 US Personal Tax Checklist - Davis Martindale Tax Resources

2024 Federal Budget Highlights

April 17, 2024

On April 16, 2024, the Federal Government tabled Budget 2024, which proposed various provisions impacting individuals and businesses. Some of the items of interest include ...

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2023 Penalties Waived for Late-Filed Bare Trusts

March 14, 2024

New CRA Guidance: 2023 Penalties Waived for Late-Filed Bare Trusts On March 12, 2024, the CRA released new guidance indicating that a bare trust with ...

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Expanded Trust Reporting Rules for 2023

March 13, 2024

New rules effective for trusts with tax years ending on or after December 31, 2023 will require enhanced disclosure and most trusts will be required ...

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