Returning Client - OpenGate CPA

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reference CODE
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What is your first name? * This field is required.Please provide your name so we can pull up your file
First name
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What is your Last name?* This field is required.
Last name
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What is your email address?* This field is required.Please provide an email we can reach you on.
example@example.com
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Did you change your mailing address since you last filed?* This field is required.
YESNO
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If your mailing address changed, please provide us with your new mailing address.We need this to update your mailing address with the CRA.
Street Address
Street Address Line 2
City
Please Select
Please Select
Alberta
British Columbia
Manitoba
New Brunswick,
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan.
Northwest Territories
Nunavut
Yukon
Province
Postal Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
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Did you change your Marital Status since you last filed?* This field is required.
YESNO
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If your Marital Status has changed in 2024, what is your NEW Marital status?* This field is required.
Please Select
Please Select
Single
Married
Living Common Law
Separated
Divorced
Widowed
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What is your Spouse's first name?* This field is required.We need the name of your spouse to connect their tax return to yours and possibly save some tax dollars!
Spouse's First name and initial
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What is your Spouse's Last name?* This field is required.
Spouse's Last name
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What is the name of your spouse?We need the name of your spouse to connect their tax return to yours and possibly save some tax dollars!
Spouse First Name
Spouse Last Name
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What is {whatIs45}'s SIN Number?Please enter your spouse's SIN number.
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Will we prepare {whatIs45}'s tax return at the same time as yours?* This field is required.
YESNO
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If no, what is {whatIs45}'s net income in 2024?If you are unsure, please skip this question.
This is found on line 23600 of their tax return.
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What is {whatIs45}'s email address?* This field is required.We will use this email to send your spouse their tax return. If you are both using the same email, please re-enter your email.
example@example.com
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What is {whatIs45}'s date of birth?* This field is required.
Date
Year
Month
Day
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Is {whatIs45} a Canadian Citizen?* This field is required.
YESNO
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Do you have any new dependents in 2024? * This field is required.A dependent could be your kids or other family members you are taking care of.
YESNO
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If yes, please add the names of the new dependents in 2024
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Did you sell a residential property in 2024?* This field is required.
YESNO
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When did you sell the property?
Date
Year
Month
Day
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When did you originally purchase the property?
Date
Year
Month
Day
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Did you pay Rent or Property Tax in 2024?* This field is required.
I paid rent.
I paid property tax.
I paid both rent and Property Tax.
I did not pay either.
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How much was your total rent payments in 2024?
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How much was your total Property tax in 2024?
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Upload Your Tax DocumentsYou can upload your tax documents or pictures of your documents along with the documents for your spouse (if applicable) and upload them directly here. If you are unsure if a document is needed, please upload it anyway and your tax professional will decide.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
File types accepted: pdf, doc, docx, xls, xlsx, csv, txt, rtf, html, zip, jpg, jpeg, png
Cancelof
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Anything else you think we need to know? Mention it here.If there is nothing to note, click submit.
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