Personal Tax Questionnaire

Personal Tax Questionnaire - 2025

To help us prepare your tax returns, please complete this form and attach all applicable slips, receipts and other supplement information
NOTE: Please submit this online form only after you have collected all tax-related documents required for filing. If any documents are still pending, kindly wait until everything is gathered before submitting.
Fee & Payment Terms (Required Before Proceeding)
- Personal tax return preparation starts from $55 + applicable taxes, which includes up to 3 tax slips.
- Additional slips beyond the first 3 will be charged at $2.50 per slip.
- RC151 / GST Benefit Application services are charged at $10 + applicable taxes. (Applicable to new Immigrants)
- Self-employment or rental income tax returns start from $90 + applicable taxes (subject to complexity).
- The final fee depends on the complexity of your tax situation, supporting documents, and services required.
After reviewing the information submitted in this questionnaire and completing the initial interview, we will confirm your final fee. If additional documents or new information are provided after the initial review or interview, the fee may be adjusted accordingly.

Full payment is required upfront before we begin preparing your tax return. Work will start only after payment is received.
I have read and agree to the fee and payment terms.
New ClientExisting Client (filed tax return with us before)
Client ID (existing clients only)*
(Mentioned on the first page of your last year's tax return)
1. Personal and Family Information:
MaleFemaleOther
Name*

First NameLast Name
Date of Birth*

YearMonthDay
Date
SIN#*
Marital Status:*
YesNo
Phone Number*

Area CodePhone Number
Email*
example@example.com
YesNo
Address*

Street Address

Street Address Line 2

CityState

Zip CodeCountry
Province or territory of residence on December 31:*
If taxpayer immigrate to Canada during the year, Please provide date of entry into Canada:

MonthDayYear
Date of entry

If taxpayer emigrate from Canada during the year, Please provide date of departure from Canada

MonthDayYear
Date of departure
YesNo
YesNo
YesNo
MarriedCommon-LawDivorcedWidowedSeperatedNo Change
Date of change in Marital Status*

MonthDayYear
Date

Dependents: (Children, Parents, Grand Parents and other dependents). Skip if same as last year.

Rows	Dependent	Dependent	Dependent	Dependent	Dependent
First Name:
Last Name:
Birth Date:
Relationship
Physically or Mentally Infirmed
Income
Child Care Expenses
Canadian Citizen

If taxapayer moved to new province, Please provide date of moving:

MonthDayYear
Date
Notes for Accountant
Please upload your documents here or email at info@taxaccoservices.com

Browse Files

Cancelof
Signature*

Clear
Spouse or Common-law Partner's Signature*

Clear
Date*

MonthDayYear
Date
Please verify that you are human*
Should be Empty:

Rows	Year	Your Income	Your Spouse's or common law partner's income
The year you became a resident of Canada
One year before you became a resident of Canada
Two years before you became a resident of Canada

Personal Tax Questionnaire - 2025

1. Personal and Family Information:

Taxpayer

Spouse or Common-Law Information:

Spouse or Common - Law