Creating a Checklist

I need to build a checklist that I can reuse each year but sort new ones into alphabetical order.  It would consist of 8 columns Client # & Name, Partner, form # for 4 forms and notes.  Does anyone have any suggestions as to the best way to do this.  I have Adobe Standard X and have tried this a number of ways without much luck.  I need to be able to check off in the 4 forms columns and add initials, but nothing I have tried works right.  I was using excel but it is too easy to delete info and the checkboxes are too small.

THANKS