GBBS - Personal Tax Client Submission Form

Personal Tax Client Information for Income Tax Preparation

by GBBS - Grey Bruce Business Service
Are you the taxpayer?
Please have the taxpayer submit as there are places that they must digitally sign during this process.
Are you a...

Returning tax clientNew tax client
New clients are required to confirm ID, via government issued photo ID. Please have this available to submit with your other documents.
Please review Our Tax Check List to ensure you have collected all information for optimized tax savings.

***If link does not work please ask us to email it to you.
Which tax year is this form for? We will require a form for each tax year you are submitting.*

Personal Information
Legal Name (as per CRA mailing/ records)*
Date of Birth*

MonthDayYear
SIN*
Gender*
Has your name changed since you filed your last Tax Return?*
Please provide the Name used prior to change OR used on last filed tax return *

Contact Information
Current Address*
Is this the same address used to file your return last year?

yesNO - please provide the previous address with your documents submitted below.
Preferred Contact Phone Number*
Please enter a valid phone number.
Current Email Address*
example@example.com

Spouse/Partner Information
What is your current marital status? (as of December 31st)*
Has your marital status changed during the tax year?*
What is the effective date of this change?

MonthDayYear
Date
Spouse/Partner Legal Name*
Spouse/Partner Date of Birth*

MonthDayYear
Spouse/Partner SIN*
Will your Spouse / Partner information be submitted to us as well?*
If not, what is your Spouse / Partners net income (line 150) or estimated income
FYI - It is best practice to prepare spousal returns at same time to be the most beneficial in reducing Income Tax Liability.

Child/Dependant Information
Do you have any dependants? Child/parent etc. (Living with you)*
How many children/dependants do you have to claim?
Child/Dependant # 1
Child/Dependant # 2
Child/Dependant # 3
Child/Dependant # 4
Child/Dependant # 5
Child/Dependant # 6
Do any of the listed options apply to your children/dependants ...

Have worked in current tax year (Earned Income) - attach a T4Attended post-secondary educationPossibly transferring tuition to you with signed T2202Have Disability Tax Credit approved on file with CRANone of the above
Any questions you may have in this regard?

Canadian Citizen?*
Residency Status*
Provide Information to Elections Canada?*
Do you consent to Revenue Canada sharing your Contact information with the Organ Donor Registry? *
New question on 2022 Tax return. (yes or no)
Did you pay Rent or Property Tax in the tax year for which you wish to apply for Ontario Tax credit?
***SUBMIT YOUR RECEIPTS BELOW***
Did you sell a home or property during the tax year(s) we are preparing for you?*
Was this property your primary residence for the full time you owned it?
Did you rent any part of the home out during any of the years you owned it.*
Details of property sold...*
Did you own Foreign Property (real property, investments) of more than $100k CAD in value?*
If "Yes" Please include information in docs submitted.
Do you have a valid T2201 Disability Tax Credit approved on file with CRA?*

Income
Tax Checklist - Income Slips /Forms Available

Please ensure to gather and to upload all income slips including but not limited to...
- All T4 slips
- Investment income slips – Such as T5, T3, T4RSP, T4RIF, T4PS, T5008
- Pensions – Old Age Security T4A(OAS), Canada Pension T4AP, other pensions, and annuities T4A.
- Employment Insurance Benefits – T4E
- Social Assistance / Workers Compensation Payments T5007, T5008
- Self-Employment / Business Activities - Worksheet required
- Self-Employment / Commission Activities - Worksheet required
- Rental Income - Worksheet required
- Or any other documents you feel may be useful or have questions about
Are you submitting any of the above mentioned income tax slips*
Did you earn any tips that are not listed on your T4 which need to be added to your income for the tax year?*
What is the amount you made in tips during this tax year?*

Deductions
Are you submitting any other deductions as shown in our Tax Checklist?
Claim forms - Information available to record here for ...select to include...

Medical ExpensesMoving ExpensesEmployment Expenses and accompanying T2200Rental IncomeSelf-Employed IncomeOther

Medical Expenses
Medical Expenses are eligible for the tax credit once they EXCEED 3% of your net income. Example: You earn $50,000 then the first 3% = $1,500 is not deductible. So, if you have $1,300 in medical expenses, it is NOT deductible at all. If, you have $1,800 in medical expenses, then only $300 of that is deductible. *
Do you need more lines?
Additional medical expenses...*
Moving Expenses

Please ensure to keep all of your receipts relating to your move as CRA frequently reviews for these receipts.
Move details...*
Travel expenses from old home to new home...
Temporary living expenses near new or old home (Maximum 15 days)
Do you have temporary living expenses to claim*
Temporary living expenses...*
Cost of cancelling the lease for your old home
Costs to maintain your old home when vacant (Maximum $5,000)
Incidental costs related to the move (Specify descriptions and amounts)
Did you own and sell your old residence to move?
If you DID NOT sell previously owned home, please advise Fair Market Value of home at time of "change of use" from being your Principal Residence Insert FMV Here and give number of years it was your principal Residence # of years
Cost of selling old home
Selling price*
Real estate commission*
Legal or notarial fees*
Advertising
Other selling costs (Specify descriptions and amounts)
Did you sell your old residence and purchase a new one?*
**Include a copy of the Statement of Adjustments from legal paperwork in attachments
Purchase price*
Legal or notarial fees*
Taxes paid for the registration or transfer of title (do not include GST/HST)
Enter any reimbursement or allowance that is not included in your income, that you received for moving expenses
Employment Expenses

MUST be accompanied by a statement of conditions of employment (T2200) provided by your employer. You need to keep all supporting receipts and documents in case of CRA review.
Do you have a home office that your employer allows you to deduct - (Must specify on T2200 from employer)*
Home Office Expenses...
Do you have any motor vehicle expenses to deduct? You must keep all receipts and mileage log for 6 years for CRA. (Must specify on T2200 from employer)*
Is vehicle financed or leased?*
If Financed... (attach purchase copy)
If Leased...
Motor Vehicle Expenses...
Other expenses that do not fit in any of the above categories (Specify description and amounts below) - NOTE: Any individual items over $500 must be itemized in the CCA/Fixed Asset chart
CCA/Fixed Assets acquired and disposed of. (All depreciable property over $500 in value including business furniture, office equipment, tools etc.)
Do you receive commissions reported on your T4?
Real Estate Activities (Rental)
Do you have more than 1 rental property?*
How many rental properties do you own?
Rental Property # 1...
Rental Property # 2...
Rental Property # 3...
Home Office Expenses...
Motor Vehicle Expenses... if more than one property rented
Is vehicle financed or leased?
If Financed...
If Leased...
Self-Employed Activities

You are required to keep all supporting documents in case of a CRA review.
Business details...
Income and Earnings (Less GST/HST if you are HST registered)
Cost of Goods Sold...
Expenses (Less GST/HST if you are GST/HST registered)
Other expenses that do not fit in any of the above categories (Specify description and amounts below) - NOTE: Any individual items over $500 must be itemized in the CCA/Fixed Asset chart
Home Office Expenses... record expense totals for complete calendar year
Motor Vehicle Expenses...
Is vehicle financed or leased?
If Financed...
If Leased...

Do you need to set up Direct deposit with CRA to deposit any refunds? If so, please upload a copy of a void cheque or PAD form information from bank.
Document Uploads

Scan ALL your tax receipts, documents & receipts, save them and then upload them below. Multiple files can be uploaded at once. You may take photos to upload, however you will need to ensure the photo is clear for viewing. (**PDF file types are preferred - AdobeScan App is available on most mobile phones)
Document Upload - Please upload ALL tax documents using the window below.

Cancelof
Do you see all documents you uploaded in a list below the Browse Files window above? If not, please wait a moment or upload again.*
Do you have any additional notes or information, comments, preferences or questions for us, regarding your income taxes ?
Do you want your return processed with priority speed (*3 business) + $40 per return? Otherwise your return will be prepared on first come first serve, within a 1-2 week turnaround time. *
* 3 business day from time All information required to complete tax return is made available to us.
Do you want to include our CRA Service added to your Tax return Service? If you select the CRA Service option, we will take care of any pre/post assessment reviews, handle your basic CRA inquiries, access/reprint your Notice of Assessment from CRA website and adjust your return to include missing slips. CRA Service Option fee is $25 per single return/$40 per coupled return. *
T1 Adjustments & Reprints otherwise have individual fees per occurrence.
I declare that all information provided in this submission is complete and accurate. I also declare that I have supporting documents and receipts as required by CRA and that it is MY responsibility to keep these documents in case of CRA review for a minimum of 6 years from the date of this filing. I understand that GBBS - Grey Bruce Business Service is completing my return based on the information provided by myself. Providing we have your authorization on file to interact with CRA on your behalf, we will check for any missing tax slips that may be on file with CRA at the time. You may access the information yourself through CRA "My Account" prior to submitting your documents to us. *
Signature*

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Date*

MonthDayYear
Date
Phone Number

Area CodePhone Number

Authorizing a Personal representative

(Example...You may wish us to speak to your Spouse / Partner or Parent / Child in your absence) When you authorize a representative to GBBS, you are letting that person represent you for income tax matters at the level of authorization you specify, for the tax year or years you indicate. Income tax matters include issues related to information on your tax return.
Do you wish for us to provide tax information such as your refund / balance owing amounts to another person? Example, you may wish for us to speak to your spouse / partner or your parent / child in the event that you are not available.*
You agree that we may disclose information to your representative such as:

• provide information, tax slips and receipts for your T1 Income Tax and Benefit Return

• information given on your T1 Income Tax and Benefit Return

• adjustments to your T1 Income Tax and Benefit

• information about your registered retirement savings plan, Home Buyers' Plan, tax-free savings account and Lifelong Learning Plan

• your accounting information, including balances, payment on filing, and installments or transfers

• information about your CRA account benefits and credits (Canada child benefit, goods, and services tax/harmonized sales tax credit, and working income tax benefit)

• your marital status (but not information related to your spouse or common-law partner)

• adjustments to – income – deductions – non-refundable tax credits

• adjustments to - change of address & direct deposit information

Your representative may NOT
- change your marital status
- Access any information on your file from the moment we find out there is a divorce or separation that has occurred
Your responsibilities

It is your responsibility to monitor and understand the transactions your representative completes on your behalf, and to make sure that the information for your representative is current. It is your responsibility to let us know immediately should your marital situation change to separated or divorced, or should you decide to retract this authorization of this person.
Have you previously authorized us to provide tax information such as your refund / balance owing amounts to another person whom you want the authorization revoked for?
Please provide name of the person for whom you wish to revoke authorization.
*** complete this for someone previously authorized
Full name of the person you allow us to speak to*

First NameLast Name
Contact phone number for person listed:
Please enter a valid phone number.
Relationship to this person*
Authorized for:*

Current year TaxationAll years Taxation
Signature*

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Date Signed*

MonthDayYear

Grey Bruce Business Service - Authorizing Our Firm to Represent You...

Do you wish to authorize GBBS (Grey Bruce Business Service) to professionally represent you for Income Tax purposes to Canada Revenue Service. This includes filing your tax return and communicating with CRA on your behalf?
To grant authorization to:

GBBS (Grey Bruce Business Services) access for income tax purposes:

1. Online Access to my CRA account (adjustments and CRA inquires**) Level 2

2. To file / efile my income taxes as required

3. To act on my behalf for income tax purposes

(**allows access for corrections, adjustments & retrieval of slips and NOA)

CRA Representative registered as Group ID - GB2RR5
Authorize Representation by GBBS*
Legal Name (as per CRA mailing/ records)

FirstLast Name
Signature*

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Date*

MonthDayYear

Business Consent Authorization

GBBS - Grey Bruce Business Service 519-376-9911
Do you have a GST/HST number that you need to allow GBBS access via Canada Revenue for filing and tax purposes. *
Business name:
Please ensure Name is listed the same as any Business Correspondence you have received from CRA.
BN (Business number):

Name of BN Registrant/Owner Listed with CRA

First NameLast Name
Signature of BN Registrant/Owner Listed with CRA

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Date Signed*

MonthDayYear
Date
Phone Number*
Please enter a valid phone number.

Review
Should be Empty:

Program Identifier	Reference Number
ALL	-------

Personal Tax Client Information for Income Tax Preparation

Personal Information

Contact Information

Spouse/Partner Information

Child/Dependant Information

Income

Deductions

Medical Expenses

Moving Expenses

Employment Expenses

Real Estate Activities (Rental)

Self-Employed Activities

Document Uploads

Authorizing a Personal representative

Grey Bruce Business Service - Authorizing Our Firm to Represent You...

Business Consent Authorization

Review