Client Tax Data Sheet
Fill out the form below to submit your tax information to me. All Information in this form will be kept confidential as mentioned in our disclosure form. If you have any questions prior to completing this form, do not hesitate to contact me by email grace@thetaxmatron.com or by phone at (705)559-4899. Thank you and have a great day!
How did you hear about us or who referred you?
Your Information
First Name
Last Name
Social Insurance Number
Date of Birth
-
Month
-
Day
Year
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
-
Area Code
Phone Number
Email
example@example.com
Preferred Method of Contact
Phone Call
Text
Email
Please click all that apply to you:
You became a resident of Canada in 2022
You stopped being a resident of Canada in 2022
Your income is exempt under the Indian Act
You attended college or university in 2022
You have a disability
You owned foreign property at anytime within the year with a total cost of CAN $100,000 or more.
Your a volunteer firefighter
None of the above
What is your filing status?
Choose One
Single
Head Of Household (Single with dependents)
Married
Separated
Divorced
Widowed
Are you filing an eligible spouse on your tax return?
Yes
No
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Spouse's Information
*
First Name
Last Name
Social Insurance Number
Date of Birth
-
Month
-
Day
Year
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Does your spouse have a disability?
Yes
No
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Did your marital status change during the year?
*
Yes
No
Do you have any children or dependents to file?
*
Yes
No
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Dependents
Child must have been living with you for the year. No one else should be claiming dependents in your home.
Dependent #1
First Name
Last Name
Date of Birth
Disabilities?
Dependent #2
First Name
Last Name
Date of Birth
Disabilities?
Dependent #3
First Name
Last Name
Date of Birth
Disabilities?
Dependent #4
First Name
Last Name
Date of Birth
Disabilities?
Dependent #5
First Name
Last Name
Date of Birth
Disabilities?
Did you pay any child care expenses throughout the year ?
Yes
No
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Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN
Child Name Amount Paid
*
First Name
Amount Paid
Provider Phone Number
-
Area Code
Phone Number
Provider
*
Name
Tax ID #/ SIN
Provider Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Province
Postal Code
Do you want to enter another child care provider?
*
Yes
No
Child Name Amount Paid
*
First Name
Amount Paid
Provider
*
Name
Tax ID #/ SIN
Provider Phone Number
-
Area Code
Phone Number
Provider Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Province
Postal Code
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Upload photos of your T4, T4A, T5,and ALL documents
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return. Please include any medical or donation receipts.
Upload
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Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return
Choose Files
Optional but STRONGLY recommended
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Do you owe from previous years?
Yes
No
I have not filed previous years
Please select the following years you are trying to file
2021
2020
2019
2018
2017
2016
2015
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Business Owners Data Sheet
Information about your company the government would like to know
Name of Business
*
Businesses Main Product/ Service
HST Number
What is the legal structure of your business?
*
Choose One
Sole Proprietor
Partnership
Non-Profit
Business Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Amount of business taxes paid throughout the year?
$
Business Income
All income receive during the fiscal year
Total Income
$
Business Expenses
Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Advertising
Social media, Flyers, Business Cards, etc
Bad Debts
Any A/R deemed to not be received
Contract Labor
An person or company paid to assist you
Delivery, Freight, Express
Fuel Costs
Gas, Diesel & Propane - NOT for Vehicle use
Insurance
(Other than health)
Interest & Bank Charges
Mortgage, Loans, Credit Cards, etc.
Fee's, Licenses & Dues
For Trade Licenses, memberships, etc
Legal & Professional Services
Accounting, Conferences, Mentors, Lawyers, etc
Repairs and Maintenance
Repairs & maintenance to property to earn income
Meals, and Entertainment
Business Dining, Business Entertainment, etc.
Office Expenses
postage, stamps, pens, and any stationary expenses
Rent and Property Tax
For location of business (unless conducted in your home)
Salaries, Wages & Benefits
Workers compensation Amounts, EI & CPP Amounts
Supplies
Objects used to operate your business
Telephone & Utilities
Heat, Hydro, Water
Travel
Bus, Train, Uber, Hotels, etc
Is there any other information, questions, or concerns that you want to include to your tax preparer pertaining to your business?
Attach any photos or documents that you want us to have on file. If you have an inventory list please attach.
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Business Use Of Home
For those who work from home
What is the square footage of your home?
If unsure, the number of rooms in the home will suffice
What is the square footage of the area of home used for business?
If unsure, the number of rooms will suffice
Rent/ Mortgage Interest
Amount paid for home
Heat
The total amount paid to heat house
Internet
The total amount paid for internet
Hydro
The total amount paid for hydro
Renovations/ Maintenance
Renovations/ maintenance of home
Other
Please specify
Business Use of Vehicle
For those that use vehicles for their business
Year of vehicle
Make of Vehicle
Model of Vehicle
Year Vehicle was bought
How much Vehicle was bought for
Vehicle insurance
Parking Fees
Total mileage driven in 2022
Total mileage drive for the business in 2022
Maintenance & Repairs to Vehicle
Oil Change, Tire Change, etc
Amount spent on fuel
Must have receipts to back up the amount
Depreciable Assets
Did you buy any new equipment, property or vehicles in 2022?
yes
no
If prior answer is yes, please provide a list of what was bought, when and for what price. ( to calculate depreciation)
Please upload the CCA on your current depreciable assets
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E- Signature Below
*
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to call our office at (705)559-4899 or email grace@taxmatron.com
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