Client Intake Tax Form

1
Select all the tax forms that apply to your situation.* This field is required.If you have multiple years to file, please fill out each year separately.
T1 Client Intake Form (Required for Personal Tax Filing)
T2 Client Intake Form (Required for Corporate Tax Filing)
T3 Client Intake Tax Form (Required for Trust Tax Filing)
Self-employed Tax Form (additional)
Rental Tax Form (additional)
Driver Tax Form (additional)
Employment Expenses Tax Form (additional)
Moving Expenses Tax Form (additional)
2
Tax Year* This field is required.If you have multiple years to file, please fill out each year separately.
Please Select
Please Select
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
3
Are you a legal representative authorized to handle tax matters on behalf of the client?* This field is required.
YESNO
4
Legal Representative Name* This field is required.
First Name
Last Name
5
Attach supporting document(s)* This field is required.i.e. POA, representation agreement, court letter
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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6
Are you an existing or new client?* This field is required.
EXISTINGNEW
7
Client/Director/Trustee Name* This field is required.as per CRA records
First Name
Last Name
8
Phone Number* This field is required.
Please enter a valid phone number.
9
Email* This field is required.
example@example.com
Confirm Email
10
Social Insurance Number* This field is required.
Enter your SIN
11
Date of Birth* This field is required.
yyyy-mm-dd
12
Are you filing income tax return for the first time with the CRA?* This field is required.
YESNO
13
Middle NameClick 'Next' if you don't have a middle name.
14
AddressClick 'Next' if you're an existing client AND address same as the previous year.
Street Address, Apt #
Apt #
City
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
15
Province of residence on 12/31/tax year* This field is required.
Please Select
Please Select
British Columbia
Alberta
Saskatchewan
Manitoba
Ontario
Quebec
New Brunswick
Nova Scotia
Prince Edward Island
Newfoundland and Labrador
Yukon
Northwest Territories
Nunavut
Non-resident
Deemed resident
Non-resident S.216
Non-resident S.217
16
Marital StatusClick 'Next' if you're an existing client AND marital status hasn't change from the previous year.
Married
Living common-law
Widowed
Divorced
Separated
Single
17
If status changed in selected tax year, enter date of change
Date
Year
Month
Day
18
Spousal information* This field is required.If your marital status is "Married" or "Living common-law", fill out the form below
First and Last Name (as per the CRA records)
SIN
Birth date
Net income
Address (if different)
19
Do you have an eligible dependant?* This field is required.If you're an existing client and dependant info hasn't changed from the previous year, select 'NO CHANGE".
YESNO / NO CHANGE
20
How many dependant do you have?* This field is required.
Please Select
Please Select
1
2
3
4
21
Dependant information #1* This field is required.
SIN
First and Last Name
Birth date yyyy-mm-dd
Net Income
Please Select
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
Nephew
Aunt
Uncle
Rellationship
22
Dependant information #2* This field is required.
SIN
First and Last Name
Birth date yyyy-mm-dd
Net Income
Please Select
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
Nephew
Aunt
Uncle
Rellationship
23
Dependant information #3* This field is required.
SIN
First and Last Name
Birth date yyyy-mm-dd
Net Income
Please Select
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
Nephew
Aunt
Uncle
Rellationship
24
Dependant information #4* This field is required.
SIN
First and Last Name
Birth date yyyy-mm-dd
Net Income
Please Select
Please Select
Son
Daughter
Mother
Father
Sister
Brother
Niece
Nephew
Aunt
Uncle
Rellationship
25
Are you a Canadian Citizen?* This field is required.
YESNO
26
As a Canadian citizen, do you authorize the Canada Revenue Agency to give your name, address, date of birth, and citizenship to Elections Canada to update the National Register of Electors or, if you are aged 14 to 17, to update the Register of Future Electors? * This field is required.
YESNO
27
Are you new to Canada?* This field is required.
YESNO
28
Foreign IncomeClick 'Next' if this doesn't apply to you.
Your foreign income in CAD
Your spouse foreign income in CAD (if applicable)
29
Do you authorize the Canada Revenue Agency to share your name and email address to Ontario Health for the purpose of being contacted by email about organ and tissue donation?* This field is required.
YESNO
30
Did you dispose a property or (properties) in selected tax year for which you are claiming a principal residence exemption?* This field is required.
YESNO
31
Did you dispose a property that is not your principal residence?* This field is required.
YESNO
32
Capital Gains/Losses* This field is required.
Transaction type / Address or legal description of land
Maturity Date yyyy-mm-dd
Year of acquisition
Date of disposition mm-dd
Proceeds of disposition
Adjusted cost base (ACB)
Outlays and expenses
Eligible amount of gift
33
Did you/trust own specified foreign property at any time in the selected tax year with a total cost of more than CAD$100,000?* This field is required.
YESNO
34
Did you own an interest in a foreign affiliate at any time in the selected tax year?* This field is required.
YESNO
35
Tax Documents ChecklistCheck all that apply. If you're unsure which slip(s) you have, click 'Next'.
T4
T4E
T4A
T4A(P)
T4RSP
T4RIF
T3
T5
T5007
T5008
T5013
T4PS
T4A(RCA)
T215
T4FHSA
RC210
Gratuities
Foreign Pension
Rent / Property Tax
RRSP
Donations
Childcare Expense
Union Dues
Canadian Digital News
Investment Management Fees
Student Interest
Bus Passes (seniors only)
Self-employed Tax Form
Rental Tax Form
Employment Tax Form (attach signed T2200)
Moving Expense Tax Form
Driver Tax Form
Other
36
Upload all your tax slips and related documentsClick 'Next' if you choose to upload your documents through the client portal.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
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37
Additional InformationUse this section to provide any details or context you'd like us to know about your tax situation.
Huge
Large
Normal
Small
Ok
Ok
38
Upload one piece of your ID* This field is required.For verification purposes, we require one piece of identification to ensure the security of our services and protect your identity.
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Select files to upload
Max. file size: 10.6MB
Cancelof
39
Corporate year-end required to file.* This field is required.If you have multiple years to file, please fill out each year-end separately.
Fiscal period; From yyyy-mm-dd
Fiscal period; To yyyy-mm-dd
40
Business InfoIf you're an existing client AND your business information is the same as the previous year, click 'Next'.
Corporate legal name
Trade name (enter NA if not applicable)
Head office address
Main service/product your business provide
CRA business/HST number
41
Was this your first year of business?* This field is required.
YESNO
42
Was this your last year of business?* This field is required.
YESNO
43
Attach a copy of the "Articles of Incorporation".* This field is required.
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Select files to upload
Max. file size: 10.6MB
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44
Attach previous year corporate return (if available).
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Select files to upload
Max. file size: 10.6MB
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45
How is your bookkeeping completed?* This field is required.
Excel
Accounting Software; ie. Quickbook
Other
46
Upload the completed financial statement/bookkeeping file.An hourly fee will apply if we need to compile the file.
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
47
Do you need to file a HST return?* This field is required.
YESNO
48
Income & Expenses***Net out tax if you are a HST registrant.*** Click 'Next' if you'd like us to calculate your business income and expenses. A $60/hour fee applies.
GROSS
HST
Income
Row 0, Column 0
Row 0, Column 1
COGS: purchases during the year
Row 1, Column 0
Row 1, Column 1
COGS: direct wage costs
Row 2, Column 0
Row 2, Column 1
COGS: subcontractors
Row 3, Column 0
Row 3, Column 1
COGS: other costs
Row 4, Column 0
Row 4, Column 1
COGS: inventory, at end of year
Row 5, Column 0
Row 5, Column 1
Advertising
Row 6, Column 0
Row 6, Column 1
Insurance
Row 7, Column 0
Row 7, Column 1
Meals & Entertainment
Row 8, Column 0
Row 8, Column 1
Bad debts
Row 9, Column 0
Row 9, Column 1
Interest & bank charges
Row 10, Column 0
Row 10, Column 1
Fees, dues, memberships
Row 11, Column 0
Row 11, Column 1
Professional fees
Row 12, Column 0
Row 12, Column 1
Mgmt/admin fees
Row 13, Column 0
Row 13, Column 1
Rent/Lease
Row 14, Column 0
Row 14, Column 1
Utilities
Row 15, Column 0
Row 15, Column 1
Repairs & maintenance
Row 16, Column 0
Row 16, Column 1
Salaries, wages, and benefits
Row 17, Column 0
Row 17, Column 1
Phone & internet
Row 18, Column 0
Row 18, Column 1
Office supplies
Row 19, Column 0
Row 19, Column 1
Office expenses
Row 20, Column 0
Row 20, Column 1
Travel expenses
Row 21, Column 0
Row 21, Column 1
Other (i.e. equipment, tools)
Row 22, Column 0
Row 22, Column 1
Income
COGS: purchases during the year
COGS: direct wage costs
COGS: subcontractors
COGS: other costs
COGS: inventory, at end of year
Advertising
Insurance
Meals & Entertainment
Bad debts
Interest & bank charges
Fees, dues, memberships
Professional fees
Mgmt/admin fees
Rent/Lease
Utilities
Repairs & maintenance
Salaries, wages, and benefits
Phone & internet
Office supplies
Office expenses
Travel expenses
Other (i.e. equipment, tools)
GROSS
Row 0, Column 0
HST
Row 0, Column 1
GROSS
Row 1, Column 0
HST
Row 1, Column 1
GROSS
Row 2, Column 0
HST
Row 2, Column 1
GROSS
Row 3, Column 0
HST
Row 3, Column 1
GROSS
Row 4, Column 0
HST
Row 4, Column 1
GROSS
Row 5, Column 0
HST
Row 5, Column 1
GROSS
Row 6, Column 0
HST
Row 6, Column 1
GROSS
Row 7, Column 0
HST
Row 7, Column 1
GROSS
Row 8, Column 0
HST
Row 8, Column 1
GROSS
Row 9, Column 0
HST
Row 9, Column 1
GROSS
Row 10, Column 0
HST
Row 10, Column 1
GROSS
Row 11, Column 0
HST
Row 11, Column 1
GROSS
Row 12, Column 0
HST
Row 12, Column 1
GROSS
Row 13, Column 0
HST
Row 13, Column 1
GROSS
Row 14, Column 0
HST
Row 14, Column 1
GROSS
Row 15, Column 0
HST
Row 15, Column 1
GROSS
Row 16, Column 0
HST
Row 16, Column 1
GROSS
Row 17, Column 0
HST
Row 17, Column 1
GROSS
Row 18, Column 0
HST
Row 18, Column 1
GROSS
Row 19, Column 0
HST
Row 19, Column 1
GROSS
Row 20, Column 0
HST
Row 20, Column 1
GROSS
Row 21, Column 0
HST
Row 21, Column 1
GROSS
Row 22, Column 0
HST
Row 22, Column 1
1 of 23
49
Do you have home office expenses?* This field is required.
YESNO
50
Home Office Portion* This field is required.
Total sqft of home
Sqft used for business purposes
51
Home Office Expenses***Net out tax if you are a HST registrant.*** Click 'Next' if you'd like us to calculate your home office expenses. A $60/hour fee applies.
GROSS
HST
Heat
Row 0, Column 0
Row 0, Column 1
Electricity
Row 1, Column 0
Row 1, Column 1
Water
Row 2, Column 0
Row 2, Column 1
Insurance (self-employed/commission employee only)
Row 3, Column 0
Row 3, Column 1
Maintenance
Row 4, Column 0
Row 4, Column 1
Mortgage interest (self-employed only) / rent
Row 5, Column 0
Row 5, Column 1
Property taxes (self-employed/commission employee only)
Row 6, Column 0
Row 6, Column 1
Internet
Row 7, Column 0
Row 7, Column 1
Phone (self-employed/commission employee only)
Row 8, Column 0
Row 8, Column 1
Other (i.e. water heater rental)
Row 9, Column 0
Row 9, Column 1
Heat
Electricity
Water
Insurance (self-employed/commission employee only)
Maintenance
Mortgage interest (self-employed only) / rent
Property taxes (self-employed/commission employee only)
Internet
Phone (self-employed/commission employee only)
Other (i.e. water heater rental)
GROSS
Row 0, Column 0
HST
Row 0, Column 1
GROSS
Row 1, Column 0
HST
Row 1, Column 1
GROSS
Row 2, Column 0
HST
Row 2, Column 1
GROSS
Row 3, Column 0
HST
Row 3, Column 1
GROSS
Row 4, Column 0
HST
Row 4, Column 1
GROSS
Row 5, Column 0
HST
Row 5, Column 1
GROSS
Row 6, Column 0
HST
Row 6, Column 1
GROSS
Row 7, Column 0
HST
Row 7, Column 1
GROSS
Row 8, Column 0
HST
Row 8, Column 1
GROSS
Row 9, Column 0
HST
Row 9, Column 1
1 of 10
52
Do you have auto expenses?* This field is required.
YESNO
53
Vehicle Details* This field is required.
Description of automobile
Total kilometers driven in tax year
Total kilometers driven for rental purposes
54
Auto Expenses***Net out tax if you are a HST registrant.*** Click 'Next' if you'd like us to calculate your auto expenses. A $60/hour fee applies.
GROSS
HST
Fuel and oil
Row 0, Column 0
Row 0, Column 1
Insurance
Row 1, Column 0
Row 1, Column 1
License and registration
Row 2, Column 0
Row 2, Column 1
Maintenance and repairs
Row 3, Column 0
Row 3, Column 1
Electricity for zero-emission vehicles
Row 4, Column 0
Row 4, Column 1
Business parking fee
Row 5, Column 0
Row 5, Column 1
Fuel and oil
Insurance
License and registration
Maintenance and repairs
Electricity for zero-emission vehicles
Business parking fee
GROSS
Row 0, Column 0
HST
Row 0, Column 1
GROSS
Row 1, Column 0
HST
Row 1, Column 1
GROSS
Row 2, Column 0
HST
Row 2, Column 1
GROSS
Row 3, Column 0
HST
Row 3, Column 1
GROSS
Row 4, Column 0
HST
Row 4, Column 1
GROSS
Row 5, Column 0
HST
Row 5, Column 1
1 of 6
55
Is the vehicle lease, finance, or own?* This field is required.
Please Select
Please Select
Lease
Finance
Own
56
Lease Vehicle Details* This field is required.
Date lease commenced yyyy-mm-dd
Date lease terminates yyyy-mm-dd
Total lease charges incurred in the taxation year
Total lease payments deducted before the taxation year
Manufacturer's list price
Info we need to know?
57
Finance Vehicle Details* This field is required.
Date interest payments commenced yyyy-mm-dd
Date interest payments terminated yyyy-mm-dd
Total interest payable or paid in the fiscal period
Info we need to know?
58
CCA Details* This field is required.
Date acquired yyyy-mm-dd
Cost of vehicle (previous year)
UCC at the beginning of the year
Prior year GST/HST and PST rebates
Cost of vehicle before taxes
Info we need to know?
59
Owner(s) Details and Fiscal Period* This field is required.Calendar year
Owner #1 - Full name
SIN
Owner #2 - Full name
SIN
From yyyy-mm-dd
To yyyy-mm-dd
Percentage of ownership of each owner and other details
60
Rental Address* This field is required.
Street Address
Street Address Line 2
City
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
61
Rental Income & Expenses***Net out tax if you are a HST registrant.*** Click 'Next' if you'd like us to calculate your rental income and expenses. A $60/hour fee applies.
GROSS
HST
Income
Row 0, Column 0
Row 0, Column 1
Advertising
Row 1, Column 0
Row 1, Column 1
Insurance
Row 2, Column 0
Row 2, Column 1
Professional fees
Row 3, Column 0
Row 3, Column 1
Mgmt/admin fees
Row 4, Column 0
Row 4, Column 1
Mortgage interest
Row 5, Column 0
Row 5, Column 1
Property taxes
Row 6, Column 0
Row 6, Column 1
Utilities
Row 7, Column 0
Row 7, Column 1
Repairs & maintenance
Row 8, Column 0
Row 8, Column 1
Salaries, wages, and benefits
Row 9, Column 0
Row 9, Column 1
Phone & internet
Row 10, Column 0
Row 10, Column 1
Travel expenses
Row 11, Column 0
Row 11, Column 1
Other (i.e. gift to tenant)
Row 12, Column 0
Row 12, Column 1
Income
Advertising
Insurance
Professional fees
Mgmt/admin fees
Mortgage interest
Property taxes
Utilities
Repairs & maintenance
Salaries, wages, and benefits
Phone & internet
Travel expenses
Other (i.e. gift to tenant)
GROSS
Row 0, Column 0
HST
Row 0, Column 1
GROSS
Row 1, Column 0
HST
Row 1, Column 1
GROSS
Row 2, Column 0
HST
Row 2, Column 1
GROSS
Row 3, Column 0
HST
Row 3, Column 1
GROSS
Row 4, Column 0
HST
Row 4, Column 1
GROSS
Row 5, Column 0
HST
Row 5, Column 1
GROSS
Row 6, Column 0
HST
Row 6, Column 1
GROSS
Row 7, Column 0
HST
Row 7, Column 1
GROSS
Row 8, Column 0
HST
Row 8, Column 1
GROSS
Row 9, Column 0
HST
Row 9, Column 1
GROSS
Row 10, Column 0
HST
Row 10, Column 1
GROSS
Row 11, Column 0
HST
Row 11, Column 1
GROSS
Row 12, Column 0
HST
Row 12, Column 1
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62
Personal use percentage* This field is required.Only if the rental and home address are the same
63
Driver Income & Expenses***Net out tax if you are a HST registrant.*** Click 'Next' if you'd like us to calculate your business income and expenses. A $60/hour fee applies.
GROSS
HST
Income
Row 0, Column 0
Row 0, Column 1
Tip
Row 1, Column 0
Row 1, Column 1
Professional fees
Row 2, Column 0
Row 2, Column 1
Mgmt/admin fees
Row 3, Column 0
Row 3, Column 1
Meal
Row 4, Column 0
Row 4, Column 1
Utilities
Row 5, Column 0
Row 5, Column 1
Phone & internet (business portion)
Row 6, Column 0
Row 6, Column 1
Other (i.e. thermal bag.)
Row 7, Column 0
Row 7, Column 1
Income
Tip
Professional fees
Mgmt/admin fees
Meal
Utilities
Phone & internet (business portion)
Other (i.e. thermal bag.)
GROSS
Row 0, Column 0
HST
Row 0, Column 1
GROSS
Row 1, Column 0
HST
Row 1, Column 1
GROSS
Row 2, Column 0
HST
Row 2, Column 1
GROSS
Row 3, Column 0
HST
Row 3, Column 1
GROSS
Row 4, Column 0
HST
Row 4, Column 1
GROSS
Row 5, Column 0
HST
Row 5, Column 1
GROSS
Row 6, Column 0
HST
Row 6, Column 1
GROSS
Row 7, Column 0
HST
Row 7, Column 1
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64
Employment ExpensesClick 'Next' if you'd like us to calculate your employment expenses. A $60/hour fee applies.
Taxable
Non Eligible
Professional fees (i.e. accounting)
Row 0, Column 0
Row 0, Column 1
Foods and beverages
Row 1, Column 0
Row 1, Column 1
Lodging
Row 2, Column 0
Row 2, Column 1
Parking
Row 3, Column 0
Row 3, Column 1
Advertising & promotion (commission employee only)
Row 4, Column 0
Row 4, Column 1
Entertainment (commission employee only)
Row 5, Column 0
Row 5, Column 1
Professional fees (i.e. accounting)
Foods and beverages
Lodging
Parking
Advertising & promotion (commission employee only)
Entertainment (commission employee only)
Taxable
Row 0, Column 0
Non Eligible
Row 0, Column 1
Taxable
Row 1, Column 0
Non Eligible
Row 1, Column 1
Taxable
Row 2, Column 0
Non Eligible
Row 2, Column 1
Taxable
Row 3, Column 0
Non Eligible
Row 3, Column 1
Taxable
Row 4, Column 0
Non Eligible
Row 4, Column 1
Taxable
Row 5, Column 0
Non Eligible
Row 5, Column 1
1 of 6
65
Upload T2200 Declaration of Conditions of Employment* This field is required.Must be signed by the employer/manager/director
Drag and drop files here
Select files to upload
Max. file size: 10.6MB
Cancelof
66
Moving Details* This field is required.
Distance in kms between your old home & new place of work or school
Distance in kms between your new home & new place of work or school
Date of move yyyy-mm-dd
Date you started to work, run business, or study
Name Employer or educational institution after you move
Address of your employer/ educational institution after you move
67
Address of Old Home* This field is required.
Street Address
Street Address Line 2
City
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
68
Address of New Home* This field is required.
Street Address
Street Address Line 2
City
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
69
Allowable Moving Expenses* This field is required.
Non Eligible
Transportation/storage costs for household items
Row 0, Column 0
Simplified or detailed method
Row 1, Column 0
Number of household members in move
Row 2, Column 0
Method of travel
Row 3, Column 0
Number of kilometers (kms)
Row 4, Column 0
Travel expense per receipt
Row 5, Column 0
Number of nights
Row 6, Column 0
Number of days
Row 7, Column 0
Number of meals
Row 8, Column 0
Number of nights (temporary living expenses; max 15 days)
Row 9, Column 0
Number of days (temporary living expenses; max 15 days)
Row 10, Column 0
Meal expense per receipt (temporary living expenses; max 15 days)
Row 11, Column 0
Number of meals (temporary living expenses; max 15 days)
Row 12, Column 0
Cost of cancelling the lease for your old home
Row 13, Column 0
Costs to maintain your old home when vacant
Row 14, Column 0
Selling price of old home
Row 15, Column 0
Real estate commission
Row 16, Column 0
Legal fees
Row 17, Column 0
Advertising
Row 18, Column 0
Other related costs
Row 19, Column 0
Purchase price of new home
Row 20, Column 0
Legal fees
Row 21, Column 0
Taxes paid or transfer of title (do not include GST/HST)
Row 22, Column 0
Unclaimed moving expenses from previous taxation year
Row 23, Column 0
If you are a student, enter your income from school (i.e. scholarships)
Row 24, Column 0
Transportation/storage costs for household items
Simplified or detailed method
Number of household members in move
Method of travel
Number of kilometers (kms)
Travel expense per receipt
Number of nights
Number of days
Number of meals
Number of nights (temporary living expenses; max 15 days)
Number of days (temporary living expenses; max 15 days)
Meal expense per receipt (temporary living expenses; max 15 days)
Number of meals (temporary living expenses; max 15 days)
Cost of cancelling the lease for your old home
Costs to maintain your old home when vacant
Selling price of old home
Real estate commission
Legal fees
Advertising
Other related costs
Purchase price of new home
Legal fees
Taxes paid or transfer of title (do not include GST/HST)
Unclaimed moving expenses from previous taxation year
If you are a student, enter your income from school (i.e. scholarships)
Non Eligible
Row 0, Column 0
Non Eligible
Row 1, Column 0
Non Eligible
Row 2, Column 0
Non Eligible
Row 3, Column 0
Non Eligible
Row 4, Column 0
Non Eligible
Row 5, Column 0
Non Eligible
Row 6, Column 0
Non Eligible
Row 7, Column 0
Non Eligible
Row 8, Column 0
Non Eligible
Row 9, Column 0
Non Eligible
Row 10, Column 0
Non Eligible
Row 11, Column 0
Non Eligible
Row 12, Column 0
Non Eligible
Row 13, Column 0
Non Eligible
Row 14, Column 0
Non Eligible
Row 15, Column 0
Non Eligible
Row 16, Column 0
Non Eligible
Row 17, Column 0
Non Eligible
Row 18, Column 0
Non Eligible
Row 19, Column 0
Non Eligible
Row 20, Column 0
Non Eligible
Row 21, Column 0
Non Eligible
Row 22, Column 0
Non Eligible
Row 23, Column 0
Non Eligible
Row 24, Column 0
1 of 25
70
Is this the first year of filing a T3 return?* This field is required.
YESNO
71
Trust information* This field is required.
Trust account Number
Name of trust
72
Fiscal period of this return* This field is required.
From (yyyy-mm-dd)
To (yyyy-mm-dd)
73
Does the will, trust document, or court order require the payment to beneficiaries of trust income earned in the current year?* This field is required.
YESNO
74
Did the trust distribute assets other than cash to a beneficiary during the tax year?* This field is required.
YESNO
75
Was there a change to the beneficiaries of the trust that has not been reported to CRA?* This field is required.
YESNO
76
Did the lifetime beneficiary under the trust die in the year?* This field is required.
YESNO
77
Did the trust borrow money, or incur a debt in a non-arm’s length transaction?* This field is required.
YESNO
78
For any trust (other than a unit trust) did the ownership of capital or income interests change since 1984?* This field is required.
YESNO
79
Does the trust hold shares in a private corporation?* This field is required.
YESNO
80
Did the trust receive any additional property by way of a contribution of property since June 22, 2000?* This field is required.
YESNO
81
Did the assets held in the trust consist a total fair market value not exceeding $50,000 throughout the year?* This field is required.
YESNO
82
Was the trust required under the relevant rules of professional conduct or the laws of Canada or a province to hold funds for the purposes of the activity that is regulated under those rules or laws?* This field is required.
YESNO
83
Engagement Letter* This field is required.We appreciate the opportunity to work with you and advise you on income tax matters. The government agencies impose penalties on taxpayers, and upon us as income tax preparers, for failure to observe due care in reporting on income tax returns. In order to ensure an understanding of our mutual responsibilities, we ask all clients for whom we prepare tax returns to confirm the following arrangements: 1. We will prepare your personal income tax returns based on the information that you provide to us. We will not audit or otherwise verify the data you submit, although we may ask you for clarification of some of the information. If we need to organize and add the receipts, there will be a $60 per hour time charge added to the final bill. 2. It is our responsibility to prepare your tax returns correctly according to the law and the information you have provided. It is your responsibility to provide us with all the information required to prepare complete and accurate returns. You should retain all the documents, canceled cheques, and other data that form the basis of your income deductions. These may be necessary to prove the accuracy and completeness of the returns to CRA. You have the final responsibility for the income tax return and, therefore, you should review it carefully before signing. 3. We are dedicated to maintaining high standards of confidentiality with respect to the personal information that we collect from our clients. We collect and use your personal information that is required for the preparation and filing of your tax return. We may also collect and use your personal information for billing and internal marketing purposes. We do not disclose your personal information to third parties, except as necessary to perform the services that you request, to comply with regulatory requirements and to manage business operations. 4. We would like to contact you electronically, including via email, regarding your tax return, tax filing information, tax updates, appointment settings, customer service matters, service and product opportunities and other promotional matters. You can ask to stop receiving electronic communications anytime. 5. Our office uses the “Client Portal” to upload your tax returns and related documents. Additional charges will apply if paper copy is required. 6. CRA may select your return for a review and request copies of your receipts up to and including a full audit. Any adjustments proposed by CRA are subject to certain rights of appeal. In the event of such tax examinations, we will be available upon request to provide representation on your behalf at additional fee. 7. Our fee for services is based on the complexity of your tax return(s) and the time required to complete the work. All invoices are due and payable upon the receipt. Please refer to our pricing guide and policy for more details. By signing I have completed the forms in full with accurate information and attached all necessary documents. Also, by signing this form I acknowledge that I have read, understood and agree with the terms of the “Engagement Letter”.
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