Client engagement documents

Everything you need during your engagement with AET is here.

Getting started

New to AET or starting a new tax season? Start here.

General Client Welcome Package
An overview of the AET process, your team contacts, and what to expect at each stage of your engagement. Updated annually.
2026 Welcome Email
For returning clients.
T1135 Quicksheet
Who must file, what counts as foreign property, and what AET needs to prepare your T1135.
Tax Preparation Checklist
A complete list of documents you’ll need to provide.
FBAR Exchange Rates: CAD to USD
Current and historical exchange rates for FBAR reporting.

Need help?

Not sure who to contact? Visit our Contact page for a full breakdown of who handles what at each stage of your engagement.
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