• Personal Tax Return - 2022

    Information Form
    • Taxpayer Information 
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    • Spouse Information 
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    • Dependent Information 
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    • Primary Taxpayer Tax Information 
    • Documents to upload below for primary taxpayer:

      All your tax-related documents and slips you have received from your employer, educational institution, contractor, Service Canada, bank, RRSP provider, etc.

      Examples: T4, T2202, T4E, T4A, T5, TRSP, etc.

    • Direct Deposit Form / Void Check

      We need your banking info to receive your refunds/benefits deposited directly to your bank. you can download this form from your banking app.

    • Details of your income and expenses from self-employment (Income Statement)

      Provide details of income and expenses summarized by category and other self-employment-related information such as your HST number. Please let us know if you need assistance to prepare your income statement.

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    • Spouse Tax Information 
    • Documents to upload below for spouse:

      All your tax-related documents and slips you have received from your employer, educational institution, contractor, Service Canada, bank, RRSP provider, etc.

      Examples: T4, T2202, T4E, T4A, T5, TRSP, etc.

    • Direct Deposit Form / Void Check

      We need your banking info to receive your refunds/benefits deposited directly to your bank. you can download this form from your banking app.

    • Details of your income and expenses from self-employment (Income Statement)

      Provide details of income and expenses summarized by category and other self-employment-related information such as your HST number. Please let us know if you need assistance to prepare your income statement.

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    • Authorization & Aknowledgement 
    • By signing and submitting this form, you agree to all the below statements:

      1. You authorize Kanac Accounting Inc. and Jacob Moolan (CRA Rep Id: VG3GD66) to be your representative (Level 2 Authorization) with the Canada revenue agency and you authorize Canada Revenue Agency to interact with the above-mentioned representative.
      2. You agree that all the information you have provided above is accurate and complete, and you have provided all the required information needed to accurately prepare the tax return. We are not responsible for errors or omissions caused due to the lack of information or inaccurate information provided by you.
      3. You agree that you are authorizing Kanac Accounting Inc. / Jacob Moolan to prepare the tax return and that you are aware of the fees related to this engagement. You are required to pay the fees once the return has been prepared regardless of if the return is filed or not. You are responsible to pay the fees in their entirety if you choose to not proceed with our service after we have prepared the return. 
      4. You understand that we will start preparing your return based on the information you have provided us without providing you any further notice and will contact you once we have prepared the return. We might contact you to gather more information needed to accurately prepare your return.

       

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