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 and your spouse filing taxes together?
*
Yes
No
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Spouse's Information
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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?
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Yes
No
Do you have any children or dependents to file?
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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
*
Choose Files
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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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Employment Expenses
In order to complete, you need to have or be able to get a signed T2200 from your employer
Upload your T2200 here
Browse Files
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Company Worked For
*
Number of Months worked at Company During Tax Year
1
2
3
4
5
6
7
8
9
10
11
12
What type of Employee are you?
*
General Employee
Commission Employee
Tradesperson
Transport Employees
Forestry Workers
Artists/Musicians
Railway Employees
Clergy
Did you use your vehicle for your work?
Please Select
Yes
No
Did you travel for work?
Please Select
Yes
No
Has to be further than your place of business (your employers office)
Did you work at home for your work?
Please Select
Yes
No
Do you want to claim GST rebate amount?
Please Select
Yes
No
For amount of GST you paid for amounts spent on your work
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General Expenses
Complete to the best of your ability. In each field enter the approximate amount you spent in each category.
Accounting and Legal Fee's
Legal Fees to establish your right to a the salary
Professional Membership Dues
Parking Costs
For business related parking NOT at employers place of business
Salaries/Wages
Salary paid to an assistant - including CPP & EI remitted to CRA
Supplies
Pens, paper, cleaning supplies, etc. DO NOT include tools here!
Cell Phone
Amount paid for cellphone Bill
Minutes & Data on Cell phone
Amount of minutes & data used on cellphone (can always upload for me to do)
Work Related Minutes & Data on Cell phone
Amount of work related minutes & data used on cellphone (percentage can also work)
Training
Courses taken to maintain or upgrade skills
Office Rent
If required to maintain an office away from employers place of business
Name & Cost of Tools Bought
These Tools cannot be used for any other purpose but the business
Apprenticeship Incentive & Completion Grant
Amount Received, If Any.
Were you an apprentice for vehicle mechanics?
yes
no
List of Tools bought- signed by employer
Browse Files
If don't have must at least upload receipts of items bought
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Fuel Expenses
For Chainsaws, Snowmobiles, ATV's
Income Earned as Musician
Instrument Played
Cost of Instrument
Rent or what you paid/when you paid for instrument
Year Instrument Was Bought
Maintenance on Instrument
Insurance on Instrument
Income from selling art/ books/performances
Artistic Supplies
paintbrushes, glue, clay, etc.
Upload signed TL2 Form & Operators Daily Logs.
Browse Files
To claim deduction on meals & lodging
Cancel
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Long-haul Truck Driver?
Yes
No
Upload signed T1223
Browse Files
To receive Clergy Residence Deduction
Cancel
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Days way from home
Number of days away from home
Cost of Power Saws & Brush Cutters
Please list the items bought or rented, their costs/rent amount, & date bought
Interest on loan(s) to purchase power saw(s) & bush cutter(s)
Fuel for Equipment
Total Amount for Equipment such as Bush cutters, Power saws, ATV's, Snowmobiles
Insurance for Equipment
Total Amount for Equipment such as Bush cutters, Power saws, ATV's, Snowmobiles
Maintenance for Equipment
Total Amount for Equipment such as Bush cutters, Power saws, ATV's, Snowmobiles
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Special Commission Expenses
To Qualify: Have T2200 filled out & signed, required to work away from business location, pay was mostly in commissions & did not receive a non-taxable allowance for travel expenses
Commission Earned
Entertainment
Meals, tips, hospitality suites, tickets to entertainment
Advertising & Promotion
Business Cards, promotional gifts, flyers, billboards, etc
Supplies
Pens, paper, cleaning supplies, etc. DO NOT include tools here!
Salaries/Wages
Salary paid to an assistant - including CPP & EI remitted to CRA
Insurance
Bonding & Liability Insurance Premiums
Training
Courses taken to maintain or upgrade skills
License & Memberships
Annual License Fee's
Cell Phone
Amount paid for cellphone Bill
Minutes & Data on Cell phone
Amount of minutes & data used on cellphone (can always upload for me to do)
Work Related Minutes & Data on Cell phone
Amount of work related minutes & data used on cellphone (percentage can also work)
Leases
On Computers, cell phones, printers - But ONLY Leases!
Tax Preparation Fees
Parking Costs
For business related parking NOT at employers place of business
Office Rent
If required to maintain an office away from employers place of business
Insurance on Home
Amount of Insurance paid on rent or house
Property Taxes
On home or rented out space location
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Travel Expenses
Claimed if had to travel for work away from your place of business.
Travel Meals
If have to travel away from employers place of business
Travel Fares
Hotels, Train Fares, etc. If have to travel away from employers place of business
Number of Days traveled away from employers place of business
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Work Space Use Of Home
Can only use this workspace to earn income. This workspace must be where you do 50% or more of your work for the business
How many months in the year did you work from home?
1
2
3
4
5
6
7
8
9
10
11
12
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
Only rent can be claimed. No mortgage is allowed.
Heat
The total amount paid to heat house
Water
The total amount paid on water bills
Internet
The total amount paid for internet. lease of modem/router should not be included
Hydro
The total amount paid for hydro
Renovations/ Maintenance
Renovations/ maintenance of workspace area in home
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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
Total mileage driven in 2022
Total mileage drive for the business in 2022
License/ Registration
Amount paid for vehicle registrations
Maintenance & Repairs to Vehicle
Oil Change, Tire Change, etc
Amount spent on fuel
Must have receipts to back up the amount
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GST Rebate
Can only be claimed if your employer is a GST registrant and is not claiming the GST amount themselves and did not reimburse you or give you a non-taxable allowance.
Receipts Showing GST was Paid
Browse Files
Must be for items purchased only for work
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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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