TideSpark
Free Tool

Never Chase a Client for Missing Documents Again

Generate a professional, branded T1 document checklist in seconds. Send it before tax season starts and watch the documents roll in — on time.

Customizable for each client situation
Add your firm logo and branding
Print or share digitally

Get Instant Access

100% free, no credit card required

Generate your checklist in seconds — free today

Join 50+ Canadian accounting firms using our free tools

Every year, the same problem...

It's March. Your inbox is full of "Sorry, I forgot!" emails. Sound familiar?

"Where's my T4?"

Clients forget what documents they need. You send reminder after reminder, and still get incomplete packages.

"I thought I sent everything"

Clients genuinely don't know what's missing. They need a clear, complete list — not assumptions.

"I'll get it to you next week"

Next week becomes next month. Deadlines get tight. You're working late because documents arrived late.

Give clients clarity. Get documents faster.

A professional checklist tells clients exactly what they need — no guessing, no back-and-forth.

Your Firm Name
2026 Tax Year Checklist
Income Documents
T4 - Employment Income
T5 - Investment Income
T4A - Pension/Other Income
Deductions
RRSP Contribution Receipts
Charitable Donation Receipts
+ 15 more customizable items

Add Your Branding

Upload your firm logo. The checklist looks like it came from your practice management software.

Customize Per Client

Self-employed? Rental income? Medical expenses? Toggle sections on/off based on each client's situation.

Print or Share Digitally

Generate a PDF to email, or print for clients who prefer paper. Works both ways.

100% Free

No credit card. No trial period. No limits. Just a useful tool for Canadian CPAs.

Pro Tip

What happens after the documents arrive?

Getting documents is step one. But you're still spending hours on data entry — extracting T-slips, categorizing receipts, keying numbers into your tax software.

Resolve automates all of that. AI extracts, categorizes, and exports — in seconds.

Learn How It Works

Ready to stop chasing documents?

Join thousands of Canadian CPAs who use our free checklist generator every tax season.

SOC 2 Monitored
Canadian Data
256-bit Encrypted