TaxGenie

Welcome
Howdy {name:first}!

In the next sessions, we will guide you through step by step to upload the tax information.

Don't worry about not being able to complete the upload in one shot. You can save the current progress by clicking the "Save" button and provide your email address (no registration necessary). A link will be sent to your email so that your can come back at it.

To start, please answer the following questions:
Name

First NameLast Name
Email
Tax Year
No. of Tax Filer(s)
Referral

1. End-User License Agreement

Relationship
Enter the relationship among all tax filers. You can enter such as:
- Person A and Person B are spouse
- Person C is the daughter of Person D
- Person E is the dependent of Person F
1. 2. 3. 4. 5. 6. 7. 8.

A1. Address Update
Did any tax filer move during the year?

YesNo
Help
Moving Expense

Generally, a tax filer can claim moving expenses paid in the year if both of the following apply:

1. the tax filer moved to work or to run a business, or moved to study courses as a full-time student enrolled in a post-secondary program at a university, a college, or another educational institution; and

2. the tax filer moved at least 40 kilometres closer to your new work or school.
For each address update, please enter the tax filer's name and the new address

A2. Change of Marital Status
Was marital status of any tax filer changed?

YesNo
For each tax filer whose martial status was changed, please enter the name and the date of change

A3. New Dependents
Did any tax filer welcome a newborn or adopt a child?

YesNo
For each tax filer who had any new dependent(s), please enter each dependent's information

A4. Immigrant & Emigrant
Did any tax filer become a Canadian resident or Canadian non-resident for tax purposes?

YesNo
For each tax filer who became a Canadian resident or Canadian non-resident, enter the date of change

A5. Deceased Person
Was any tax filer deceased during the year?

YesNo
Please enter the name of the deceased tax filer and the date of death

A6. Disability
Was any tax filer disabled?

YesNo
Please enter the name of tax filer who was disabled
Please upload the valid disability tax credit certificate(s)

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A7. Contact Update
Does any tax filer wish to update contact information (phone number or email) with CRA?

YesNo
Please enter the updated contact information

A8. Comment
And comment to add before the next session?

B1. Tax Slips

Upload tax slips for each tax filer.
1. {001first} {001last}
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2. {002first} {002last}
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3. {003first} {003last}
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4. {004first} {004last}
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5. {005first} {005last}
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6. {006first} {006last}
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7. {007first} {007last}
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8. {008first} {008last}
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B2. Rental Income
Did any tax filer collect rental income?

YesNo
How many unique real properties to report in total?
For each property, upload the rental income and expense informaton:
- Completed summary of rental income and expenses worksheet (download it from here)
- Documents and receipts that related to the rental activities (more information available here)
In some situations, the tax filer also incurred Automobile Expenses and Home Office Expenses to earn rental income. Both automobile expenses worksheet and home office expense worksheet will be available in the later sessions.
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Enter rental information manually

B3. Business Income

Including professional, commission, business (self-employed), partnership, farming or fishing income
Did any tax filer receive business (including self-employed) income?

YesNo
Number of tax filers who are to report business income
Number of tax filers who are to file GST/HST return
For each business, upload the income and expense informaton:
- Summary of Business Activities Worksheet (download it from here)
- Documents and receipts that related to the business activities (more information available here)
In some situations, the tax filer also incurred Automobile Expenses and Home Office Expenses to earn business income. Both automobile expenses worksheet and home office expense worksheet will be available in the later sessions.
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Enter business activity information manually

B4. Employment Expenses
Did any tax filer receive form T2200 to claim employment expense?

YesNo
Number of tax filers who are to claim employment expenses
Some employment relationship requires employees incurring their own expenses without being reimbursed by the employers. The employers usually issue T2200 Declaration of Conditions of Employment and allow the employees to claim some work-related expenses, as specified on the form.

If a T2200 form was received, upload the following:
- T2200 Declaration of Conditions of Employment (signed by employer)
- Summary of Employment Expenses Worksheet (download it from here)
- Documents and receipts that related to the employment expenses claimed (more information available here)
In some situations, the tax filer also can claim Automobile Expenses and Home Office Expenses as employment expenses. Both automobile expenses worksheet and home office expense worksheet will be available in the later sessions.
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Enter employment expenses manually

B5. Vehicle Expenses
Did any tax filer use a vehicle to earn 1) rental income, 2) business income and 3) employment income (with form T2200) ?

YesNo
A tax filer can claim the related expense for the vehicle using to earn 1) rental income; 2) business or self-employed income; or 3) employment income (with a T2200 Declaration of Conditions of Employment).

If that was the case, please upload the following:
- Purchase / lease agreement of the vehicle;
- Summary of Vehicle Expenses Worksheet (download it from here)
- Documents and receipts that related to the vechicle expenses claimed (more information available here)
- Travel log may be required by Canada Revenue Agency to support the rental /business/employment use of the vehicle
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Enter vehicle expenses manually

B6. Home Office Expenses
Did any tax filer use personal home to earn 1) rental income, 2) business income and 3) employment income (with form T2200) ?

YesNo
A tax filer can claim the related expense for the home office using to earn 1) rental income; 2) business or self-employed income; or 3) employment income (with a T2200 Declaration of Conditions of Employment).

If that was the case, please upload the following:
- Summary of Home Office Expenses Worksheet (download it from here)
- Documents and receipts that related to the home office expenses claimed (more information available here)
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Enter home office expenses manually

B7. Disposition of Real Property
Did any tax filer sell or change the ownership of any real estate property that he or she own?

YesNo
How many real properties in total was disposed of?
If a tax filer sold any rental property during the year, please upload the following:
- Purchase agreement of the property initially purchased;
- Sales agreement of the property when sold during the year;
- Documents, receipts or records of any major purchase for the property.
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Enter information manually

B8. Capital Gain or Loss
Did any tax filer make a profit or incur a loss from selling some investment, such as stocks, mutual funds or other financial investments within Canada?

YesNo
How many tax filer is required to report capital gain or loss?
Please upload the investment information:
- Investment Activities Worksheet (download it from here)
- Documents related to the investment activities (more information available here)
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Enter information manually
1. Investment Account Summary
2. Transaction Summary

B9. Foreign Properties
At any time during the year, did any tax filer hold any foreign property, all of which cost more than $100,000 CAD?

Yes. The tax filer is required to file foreign property reporting.No.
How many tax filer is required to report foreign property?
Please upload the foreign properties informaton, please refer to:
- Foreign Properties Worksheet (download it from here)
- Documents related to the foreign properties (more information available here)
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Enter information manually
Foreign Property Summary

B10. Other Income
By now, all tax filer(s) should have had entered all the income needed to be reported. However, if there were any income that you have not yet reported or income that you are not sure whether to report or not, enter in the following section.
Upload any relevant documents.

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Other Income Summary

C1. Charitable Donation
Did any tax filer make any charitable donation?

Yes.No.
Please upload charitable donation slips

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Enter charitable donation slips info manually.

C2. Political Donation
Did any tax filer make any political donation?

Yes.No.
Please upload political donation slips

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Enter political donation slips info manually.

C3. Spousal and Children Support Payment
Did any tax filer make any spousal and children support payment or incur any adoption expense?

Yes.No.
Please upload relevant documents

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Enter information manually.

C4. Childcare Expense
Did any tax filer pay any child care expense?

Yes.No.
Please upload receipt of childcare expense

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Enter information manually.

C5. Medical Expense
Did any tax filer pay any medical expense?

Yes.No.
Please upload receipt of medical expense for all tax filers

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Enter information manually.

C6. Carrying Charges & Interest Expense
Did any tax filer pay any carrying charges and eligible interest expense, including interest paid on student loan?

Yes.No.
Please upload receipt of payment.

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Enter information manually.

C7. Tuition Expense
Did any tax filer pay eligible tuition fees?

Yes.No.
Please upload T2202 Tuition and Enrolment Certificate.

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Enter information manually.

C8. Professional and Union Dues
Did any tax filer pay professional, union or like due ?

Yes.No.
Please upload receipt of payment.

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Enter information manually.

C9. Home Buyer's Amount
Was any tax filer eligible to claim Home Buyer's Amount?

Yes.No.

C10. Rent and Property Tax Paid
Did any tax filer pay any rent or property tax in Ontario?

Yes.No.
Please upload rent receipts and property tax bill

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Enter information manually

D1. Service Agreement
Dear {001first} {001last},

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return ("Tax Return"). As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your Tax Return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the Tax Return for you using information provided by you. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

(g) you authorize me to access to your CRA records by providing me with consent to be authorized by signing.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

D2. Service Agreement
Dear {002first} {002last},

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return ("Tax Return"). As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your Tax Return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the Tax Return for you using information provided by you. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

(g) you authorize me to access to your CRA records by providing me with consent to be authorized by signing.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

D3. Service Agreement
Dear {003first} {003last},

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return ("Tax Return"). As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your Tax Return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the Tax Return for you using information provided by you. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

(g) you authorize me to access to your CRA records by providing me with consent to be authorized by signing.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

D4. Service Agreement
Dear {004first} {004last},

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return ("Tax Return"). As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your Tax Return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the Tax Return for you using information provided by you. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

(g) you authorize me to access to your CRA records by providing me with consent to be authorized by signing.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

D5. Service Agreement
Dear {005first} {005last},

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return ("Tax Return"). As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your Tax Return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the Tax Return for you using information provided by you. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

(g) you authorize me to access to your CRA records by providing me with consent to be authorized by signing.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

D6. Service Agreement
Dear {006first} {006last},

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return ("Tax Return"). As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your Tax Return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the Tax Return for you using information provided by you. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

(g) you authorize me to access to your CRA records by providing me with consent to be authorized by signing.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

D7. Service Agreement
Dear {007first} {007last},

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return ("Tax Return"). As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your Tax Return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the Tax Return for you using information provided by you. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

(g) you authorize me to access to your CRA records by providing me with consent to be authorized by signing.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

D8. Service Agreement
Dear {008first} {008last}

The purpose of this agreement is to outline the nature of my involvement with your {taxYear} Income Tax Return. As agreed, I will compile the necessary information in accordance with the standards applicable to compilation engagements and will complete the necessary forms and schedules required to file your {taxYear} return. I will not audit, review, or otherwise attempt to verify the accuracy or the completeness of such information. Unless unanticipated difficulties are encountered, my communication will be substantially in the following form:

I have prepared the {taxYear} income tax return for {008first} using information provided by {008first}. I have not audited, reviewed, or otherwise attempted to verify the accuracy or completeness of such information. Readers are cautioned that information presented in this return may not be appropriate for their purposes.

Since I am accepting this engagement as an accountant, not as an auditor, I request that you do not record this as an auditing or review engagement in any of the records that you or your business may keep. My services will not result in the expression of an audit opinion or any other form of assurance on the financial information reported in the return, nor will it satisfy any statutory or other audit requirement. You may wish to obtain legal advice concerning statutory (or contractual) audit requirements. It is understood and agreed that:

(a) you will provide accurate and complete information necessary to complete your tax return(s);
(b) the responsibility for the accuracy and completeness of the representations in the return(s) and related financial information remains with you;
(c) the tax return(s) will be conspicuously marked as being unaudited and each page of any supplementary financial information that I compile as part of this engagement will be similarly marked;
(d) you will attach my notice to reader when distributing the return(s) or supplementary financial information to third parties;
(e) the financial information provided may either lack disclosure required by, or otherwise not be in accordance with generally accepted accounting principles, and may not be appropriate for general use; and
(f) uninformed readers could be misled unless they are aware of the possible limitations of the return(s), related financial information and my very limited involvement.

This engagement cannot be relied upon to prevent or detect error and fraud and other irregularities. I wish to emphasize that any responsibility for the prevention and detection of error and fraud and other irregularities must remain with you.

The arrangements outlined in this agreement will continue in effect from year to year unless changed by us.

If you have any questions about the contents of this agreement, please raise them with me. If the services outlined are in accordance with your requirements and if the above terms are acceptable to you, please sign in the space provided below. I appreciate the opportunity to be of service to you.

Yours truly,
TaxGenie Team
The services and terms set out above are as agreed.

Submission
Your information is ready to submit. To proceed, please click the submit button.

Fee summary

T1 Count
T1 Subtotal
T777 Count
T777 Subtotal
S3 Real Count
S3 Real Subtotal
T2125 Count
T2125 Subtotal
HST Filing Count
HST Filing Subtotal
T2200 Count
T2200 Subtotal
S3 Count
S3 Subtotal
T1135 Count
T1135 Subtotal
Subtotal
HST
Total Amount
Payment Processed By

Should be Empty:

Items	Subtotal
Base Fee ({t1Count} person, $99 each)	${t1Subtotal}
Rental Income Reporting ({t777Count927} properties, $99 each)	${t777Subtotal}
Disposition Of Real Property ({s3Real} properties, $99 each)	${s3Real1773}
Employment Expenses Reporting ({t2200Count} person, $79 each)	${t2200Subtotal}
Capital Gain/Loss Reporting ({s3Count} person, $99 each)	${s3Subtotal}
Business Income Reporting ({t2125Count} person, $129 each)	${t2125Subtotal}
GST/HST Filing ({hstFiling} person, $69 each)	${hstFiling932}
Foreign Property Reporting ({t1135Count939} person, $129 each)	${t1135Subtotal}
Fees	${subtotal}
HST (13%)	${hst}
Total Fee	${totalAmount}

Credit Card Details
First Name	Last Name
Credit Card Number	Security Code
Card Expiration

Welcome

1. End-User License Agreement

2. Tax Filer(s) Information

Relationship

A1. Address Update

A2. Change of Marital Status

A3. New Dependents

A4. Immigrant & Emigrant

A5. Deceased Person

A6. Disability

A7. Contact Update

A8. Comment

B1. Tax Slips

B2. Rental Income

B3. Business Income

B4. Employment Expenses

B5. Vehicle Expenses

B6. Home Office Expenses

B7. Disposition of Real Property

B8. Capital Gain or Loss

B9. Foreign Properties

B10. Other Income

C1. Charitable Donation

C2. Political Donation

C3. Spousal and Children Support Payment

C4. Childcare Expense

C5. Medical Expense

C6. Carrying Charges & Interest Expense

C7. Tuition Expense

C8. Professional and Union Dues

C9. Home Buyer's Amount

C10. Rent and Property Tax Paid

D1. Service Agreement

D2. Service Agreement

D3. Service Agreement

D4. Service Agreement

D5. Service Agreement

D6. Service Agreement

D7. Service Agreement

D8. Service Agreement

Submission

Fee summary