Free Tool

T1 Document Checklist Generator

Create a branded, editable checklist. Download as Word doc to send to clients.

Firm Information

Firm Name *

Email *

Phone

Deadline

Client Name

Personalize the checklist for each client

Drag & drop your logo here

or click to browse

Upload

Downloads always use your latest changes

Your Firm Name

Document Checklist - 2026 Tax Year

Client: ___________________

Submit by: February 1, 2026

Click any text to edit. Toggle items between checkbox and fill-in field.

See how Resolve automates document intake for T1 and T2 returns.