Our team will review your information and email you a personal tax checklist where you can conveniently and securely upload your tax documents. Documents may also be emailed to personal.tax@clearlyfinancials.ca.

Our online form provider follows diligent security measures and is HIPAA compliant. 

Did you know?

Single individuals resident in Alberta on December 31 are entitled to a Climate Action Incentive payment of up to $772.

Did you know?

If an unmarried couple lives together for 1 year or longer they may be considered common-law by the CRA. If they have a child together, they may be instantly considered common-law spouses for tax purposes. 

CRA may share your name, address, date of birth (for age verification), and Canadian citizenship confirmation with Elections Canada.

Sharing your information will make it easier for you to vote during an election.

Most people think of foreign property as real estate. Consider investments, shares, and crypto-currencies held outside of Canada.

Generally speaking, your home that you own and live in may be considered to be your principal residence. A vacation property or cottage that you own for personal use may also be considered to be a principal residence.

Since 2016, it is mandatory to report dispositions of principal residences. Significant penalties apply for not reporting.

A "change in use" must also be reported. i.e. Changing a principal residence to a rental property has similar tax implications to selling a principal residence.

Examples of where this might apply:

You are the legal owner of a residential property, but you do not live in the property, a family member lives in the property.

You own your home, but could not qualify for the mortgage alone. Your parents are also on title for your property.

You are a joint owner of a rental property.

You have a corporation that owns a residential property.

Did you know?

If you moved 40km or more, for the purpose of employment, school, or operating a business, you may be entitled to claim moving expenses.

We do not require statements for TFSA accounts. TFSAs are not reported for personal taxes unless you contribute more than your TFSA limit.

The information that you share on this intake form is used for us to analyze your tax situation.

You income-related documents may be uploaded to your Tax Checklist, which our team will email to you. Alternatively, you may email your personal tax documents to personal.tax@clearlyfinancials.ca.

 

If you have any long-term medical conditions please consider speaking to your medical practitioner about completing a Disability Tax Credit form. It is not always obvious what may qualify for the DTC.

NEW! Disability Tax Credit for Type 1 Diabetes

Individuals with type 1 diabetes will be effectively deemed eligible for the disability tax credit. While this change was legislated in 2022, it is retroactive to 2021 and subsequent years.

Our team will email to you a tax checklist where you can upload your tax slips and receipts for deductions.

Alternatively, you may also email these documents to personal.tax@clearlyfinancials.ca.

 

Definition of a dependant according to the Canada Revenue Agency (CRA): e.g. children, grandparents, parents and siblings. Spouses do not count.

If your spouse has completed this section on their intake form, you may skip these questions.

That is a lot of dependants my friend.

 

This form is designed to collect data for up to 5 dependants. Please share additional dependant information with us via a word document.

The document may be emailed to personal.tax@clearlyfinancials.ca.

 

Did you know?

CRA is turning their attention towards video game streamers and influencers for unreported income.

Help us keep your confidential information safe.

We are required to confirm your identity before we file your tax return for the first time. Your photos are used for identification confirmation and no other purpose.

Your identity can be verified directly through this form.

Alternatively, if you prefer to meet in person, or through video conferencing, please visit our website to book an appointment.

This process only needs to be done once. Returning clients do not need to send a selfie.

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It is understood and agreed that:

The accuracy of the information and completeness of the representations reflected in the information that you provide to us is your responsibility. You represent that the information supplied to me is, to your knowledge, correct and complete, and fully discloses all of your reporting requirements.

How we keep your data secure

Our online forms offer high grade security. (256 bit SSL, PCI Certification, GDPR Compliance, CCPA Compliance and HIPAA Compliance). Read the Security Statement (https://www.jotform.com/security/) from JotForm, our form builder supplier, for more information.

We take stringent measures to ensure that your personal and business information is protected and handled properly.

We select software vendors with strong privacy policies.

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You consent to the collection, use, disclosure and processing of your personal data in the manner described in the privacy policy as outlined on our website. https://www.clearlyfinancials.ca/privacy-policy/.

Any personal information provided by you on behalf of others, you have obtained consent for collecting, using and disclosing this information, according to privacy legislation.

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Your personal or business information can be stored outside Canada because we use third-party service providers to store and process your personal or business information.

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Your consent is voluntary, and you may revoke your consent by opting out at any time. Please note that if you opt-out, we may no longer be able to provide you with certain services.

If you chose to opt out, documents may be physically submitted to our office, please see our website for location and hours, https://www.clearlyfinancials.ca/contact.

Confidentiality

One of the underlying principles of the profession is a duty of confidentiality with respect to client affairs. Each professional accountant must preserve the secrecy of all confidential information that becomes known during the practice of the profession. Accordingly, we will not provide any third party with confidential information concerning your affairs unless:

We have been specifically authorized with prior consent;

We have been ordered or expressly authorized by law or by the Code of Professional Conduct/Code of Ethics;

The information requested is (or enters into) public domain; or

We have engaged a third-party service provider to assist us in providing professional services to you. We may share confidential information about you with these service providers, but remain committed to maintaining the confidentiality and security of your information. Accordingly, we maintain internal policies, procedures and safeguards to protect the confidentiality of your personal information. In addition, we will secure confidentiality agreements with all service providers to maintain the confidentiality of your information and we will take reasonable precautions to determine that they have appropriate procedures in place to prevent the unauthorized release of your confidential information to others. In the event that we are unable to secure an appropriate confidentiality agreement, you will be asked to provide your consent prior to the sharing of your confidential information with the third-party service provider.