Tax Virtual Drop Off- OpenGate CPA

To begin, please let us know your name & click start.

This whole submission should only take you 4-6 minutes.
To begin, please let us know your name and click start.

First Name & InitialLast Name
What is your First name?*
Last name*
By clicking Start, you agree to Opengate's Terms & Conditions and Privacy Policy.

Tell us more about yourself

Just some basic info needed to file your taxes. Your information is secure with us. If you are uncomfortable with providing your SIN number, online skip ahead and we will call you to get it instead.
🔒 What is your SIN #? *
123-456-789
What is your Date of Birth?*

MonthDayYear
Date of Birth

Your Current Mailing Address

Please provide your mailing address, it doesn't have to be the place you life, but it must be an address that you have access to the mail.
Street Address

Street Address Line 2

CityProvince

Postal CodeCountry

About Your Residency

We need to know this to know what province do you file taxes in as different provinces have different tax rates and different credits.
What province or territory did you live in on December 31, 2023?
Are you a Canadian Citizen?

YesNo
As a Canadian Citizen, do you authorize the Canada Revenue Agency to give your information to Elections Canada?

YesNo

About Your Spouse
Will we prepare {whatIs30}'s taxes at the same time as yours?

YesNo
What is {whatIs30}'s Date of Birth?

MonthDayYear
Date
Is {whatIs30} a Canadian Citizen?

YesNo
Does {whatIs30} authorize the CRA to share their information with Elections Canada?

YesNo
If no, what is your {whatIs30} 's net income in 2023? (line 23600 of their tax return)
If you are unsure, please skip this question.

About Your Dependents

A dependent could be your kids or other family members you are taking care of. If you are not sure if someone is a dependent, add them here and you can discuss them later with you Tax Professional.
Do you have any dependents?

YesNo
If yes, please provide us with their information

Please tell us a little about your 2023 tax year.

Let's get a bit of information about your income and deductions to make sure we dont miss anything for you.
{yourName} - Please check off what applies to you with regards to your INCOME you received in 2023.

And now let us know about your DEDUCTIONS

Let's get a bit of information about your deductions to make sure we dont miss anything for you.
{yourName} - check off what applies to you with regards to your DEDUCTIONS in 2023.

To maximize your deductions, we will need to know a little more.

Let's get a bit of information about your deductions to make sure we dont miss anything for you.
{yourName} - check off what applies to you with regards to your DEDUCTIONS in 2023.

Did you sell a property in 2023? (NEW)

The property filpping rules relates to the sale of your main home or a rental property
Did you sell a residential property in 2023?

YesNo
When did you sell the property?

MonthDayYear
Date sold
When did you purchase this property originally?

MonthDayYear
Purchase date

Work from home?

If you worked from home in 2023, we can deduct work from home deduction.
Did you work from home in 2023?

YesNo
If yes- How many months did you work from home?
Approximate number of months worked from home

Your home Information
Did you pay Property tax or Rent for your home in 2023?

I paid rent.I paid property tax.I paid both in 2023.I did not pay either.
How much was your total rent in 2023?
If you are unsure, please skip this question.
How much was your total property tax in 2023?
If you are unsure, please skip this question.

Please tell us a little about your SPOUSE'S 2023 tax year.

Let's get a bit of information about your spouse's income and deductions to make sure we dont miss anything for them.
{whatIs30} - Check off what applies to you with regards to your INCOME you received in 2023.

And now let us know about your Spouse's DEDUCTIONS
{whatIs30}, check off what applies to you with regards to your DEDUCTIONS in 2023.

Did Your SPOUSE work from home?

If yes, we can deduct work from home deduction.
Did {whatIs30} work from home in 2023?

YesNo
If yes- How many months did {whatIs30} work from home?
Approximate number of months worked from home

Upload Your Documents

You can upload your tax documents or take pictures of them and upload them directly here. If you are unsure if a document is needed, please upload it anyway and your tax professional will decide.
{yourName} - Do you have your tax documents ready?*

Yes, I have my documents ready.No, I want to provide my documents later.
___________

Upload or take pictures of your tax documents here.
Please upload or take a picture of any document you think will be relevant, we will contact you to ensure we have all the documents for you.
Files accepted: pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, mp3, wma, mpg, flv, avi, jpg, jpeg, png, gif
Cancelof
____

Don't have your documents ready yet?

No worries! Continue and submit this form. You can always go back later & submit your documents at a later date.

Upload Your Spouse's Documents

You can upload your spouse's tax documents or take pictures of them and upload them directly here. If you are unsure if a document is needed, please upload it anyway and your tax professional will decide.
{whatIs30} - Do you have your tax documents ready?*

Yes, I have my documents ready.No, I want to provide my documents later.
________

Upload or take pictures of {whatIs30}'s tax documents here.

Please upload or take a picture of any document you think will be relevant, we will contact you to ensure we have all the documents for you.
Files accepted: pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, mp3, wma, mpg, flv, avi, jpg, jpeg, png, gif
Cancelof
____

Don't have your documents ready yet?

No worries! Continue and submit this form. You can always go back later & submit your documents at a later date.

Authorization

To ensure we have your full information that we need to file your taxes accurately, we need you to authorize us to represent you to the CRA. We will only be able to view your CRA account and not change your CRA profile details.
I, {yourName} authorize OpenGate Professional Accountants (CRA RepID: Z5J6F9R) to interact with the CRA on my behalf.*

Authorization

To ensure we have your full information that we need to file your taxes accurately, we need you to authorize us to represent you to the CRA. We will only be able to view your CRA account and not change your CRA profile details.
I, {whatIs30} authorize OpenGate Professional Accountants (CRA RepID: Z5J6F9R) to interact with the CRA on my behalf.*

Almost done!
Please use this message box to add information or details you'd like us to know. If you have any questions, include it here and we'll get you an answer.
Should be Empty:

To begin, please let us know your name & click start.