Welcome to our Virtual Filing Centre
You can submit your Personal Tax Questionnaire in 4-6 minutes, and although not required, at the end of this form may upload any documents needed. We will get in touch with you before finalizing your tax return to confirm details.
Have you filed your taxes with Osman Accounting before?
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New Client
Returning Client
Taxpayer legal name
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First Name
Middle Name (If applicable)
Last Name
Phone Number
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Please enter a valid phone number.
Email
*
example@example.com
Preferred Communication
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Phone
Google Meet
Email
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Please Upload Photo of ID - Either (Drivers License, Health Card or Passport)
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Please Take Front Facing Photo to Verify Identity
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CRA Authorization For New Clients
The CRA recently increased their security measures for authorization, and by providing us with authorization can maximize your refund and ensure the highest level of accuracy, please authorize Osman Accounting to access your account.
Which method would you like to use to provide Osman Accounting with CRA authorization?
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Best Method: Through my CRA MyAccount
Method #2 - Provide us with box 15000 from 2024 Personal Tax Return/ Notice of Assessment
Method #3 - Alternate Method: Upload most recent Notice of Assessment
Not Recommended - I’ll authorize later (not recommended - may delay your tax return)
Authorizing
Osman Accounting Services
through CRA MyAccount
STEPS
1. Log in to your CRA My Account
HERE
.
2. Go to "Profile," then click "Authorized representative(s)."
3. Select the option to "Add" a representative.
4. Enter our business number:
893022053
(OSMAN’S FAX YOUR TAX INC)
5. Choose "Level 2" for access, select "Yes" for online access, and opt for "NoExpiry Date" (you can always remove our access later if needed).
6. Review and submit. That’s it!
Upload Notice of Assessment
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Browse Files
Drag and drop files here
Choose a file
Cancel
of
Box 15000 from 2024 Personal Tax Return or Notice of Assessment
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Personal Information
If Applicable
What is your SIN
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Our systems are secure, and your SIN will be protected.
What is your Date Of Birth
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Month
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Day
Year
Date
How did you hear about us?
Friend
Search Engine
Other
Friend's name
Search Engine
Google
Bing
Yahoo
Linkedin
Facebook
Instagram
Other
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Current Mailing Address
Please provide your current mailing address
{taxpayerLegal} has your address changed since we last did your taxes?
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Yes, I have a new address
No, I have the same address
{taxpayerLegal} Are you a new immigrant to Canada filing for the first time?
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Yes
No
Please provide the date you entered Canada.
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Month
-
Day
Year
Date
{taxpayerLegal} please provide your address
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Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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Residency
We need to know which province to file your taxes in to apply the correct tax rates and credits.
Has your residency changed since we last filed your taxes?
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No, I have not moved provinces
Yes, I have moved provinces
Yes, I left Canada
What province or territory did you reside in on Dec 31 of the filling tax year?
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Please Select
Outside of Canada
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Are you a Canadian Citizen?
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Yes
No
As a Canadian Citizen, Do you authorize the Canada Revenue Agency to give your information to Elections Canada?
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Yes
No
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Family Status
Regarding your marital status and whether we should also prepare your partner's tax return at the same time.
Has your martial status changed since we last filed your taxes?
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Yes, I have become: married, separated, common law, divorced, widowed.
No, my martial status has NOT changed it is the same as last year.
What was your martial status on December 31 of the filling tax year?
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Please Select
Single
Married
Living Common Law
Separated
Divorced
Widowed
Will we prepare your spouses tax at the same time?
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Yes
No
What Is your Spouse's Name?
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First Name
Last Name
What Is your Spouse's SIN?
if you're unsure, skip this and we will call you to confirm
If not, what is your spouses net income? (line 23600 of their tax return)
if you are not sure, please skip
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Regarding Dependents
Halfway done!
{taxpayerLegal} do you have any dependents?
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Yes
No
Please provide us with your dependents information
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Please tell us about your tax year
Please select all that apply about your income and deductions.
{taxpayerLegal} please select the type(s) of income you have received during the tax year.
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I was employed
I was self-employed
I received pension income
I had a rental property
I sold a real estate property
I was on social assistance
I received Employment Insurance
Other
Did you dispose of a house or investment property during the year?
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No
Yes, I sold my home that I live in
Yes, I sold a rental or investment property
Other
Did you own any property outside of Canada worth $100,000 or more during the year?
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Yes
No
Other
If other, please explain or leave any comments you have regarding INCOME you received.
Will speak before submitting your tax to discuss any specific comments or concerns you have.
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Please tell us about your DEDUCTIONS
Please select all that apply
{taxpayerLegal} please select all deductions which apply to you during the tax year.
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I paid tuition
I paid professional or union fees
I contributed to an RRSP
I had medical expenses
I made donations
None of these apply to me
Please confirm whether you opened an FHSA in the tax year?
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Yes, I opened an FHSA in the year
No, I did not open an FHSA in the year
I am not sure
Other
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Lets maximize your deductions
To help you obtain the maximum deductions, we need to know more details.
Please select all options that apply to you.
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I moved due to school or work
I paid spousal support
I bought my first house during the year
I paid student loan interest
I am eligible for the disability tax credit (Form T2201 has been submitted and approved by the CRA)
None of these apply to me
Other
If Other, please explain or leave any comments you have regarding deductions to give us more context.
Will speak before submitting your tax to discuss any specific comments or concerns you have.
Home Office Expenses
Click through the options below to determine your eligibility and report eligible home office expenses.
Would you like to determine if you're eligible for the Home Office Expense?
Yes
No
Eligibility
You can skip this section if you do not want to determine eligibility.
You worked more than 50% of the time from home for a period of at least a month in the tax year?
Yes
No
You have a completed and signed form T2200S, Declaration of Conditions of Employment for Working from Home from your employer.
Yes
No
You have supporting documents on hand? Invoices and receipts.
Yes
No
You're Not Eligible to Deduct Home Office Expenses!
Based on your selections above - you are not eligible. However, If you have more questions about this, think you should be eligible or would like to be eligible - feel free to email us or call us after you've submitted this form and we can discuss.
You're Eligible to Deduct Home Office Expenses!
Based on your selections above you are eligible! Answer the questions below so we can help you maximize your home office expense deductions.
Please write a % of how much your office space is in comparison to your home in terms of square footage ( Example 20% means you only use up 1/5 of your house to work from home )
Please answer to your best judgement
Do you have your home office expenses readily available to report now?
Yes - I have saved the invoices myself and can give you the numbers now
No - I can supply them through email or over the phone at a later time
Home Office Expenses
Provide the expenses incurred for your entire living space during the tax year.
Electricity, heat, water
For entire home during the year
Maintenance (Cleaning supplies, light bulbs, etc)
For entire home during the year
Internet expense
For entire home during the year
Rent expense
For entire home during the year - if applicable
Home Insurance
For entire home during the year - Commission employees only
Property taxes
For entire home during the year - Commission employees only
Supplies
For office space - Postage, stationery, ink cartridge, other office supplies
Cell Phone
For the year - ( If you used your personal phone for work purposes and the rates are reasonable and consistent month to month)
Other
Describe expense
Specify amount paid
Other
Describe expense
Specify amount paid
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Home Office Expenses
Click through the options below to determine your eligibility and report eligible home office expenses
Regarding your home
Property tax or Rent
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I paid rent.
I paid property tax.
I paid both
I did not pay either
How much total property tax did you pay?
if you are unsure or if not applicable, please skip this question. We will confirm with you before filling your return.
How much rent did you pay?
if you are unsure or if not applicable, please skip this question. We will confirm with you before filling your return.
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Document uploads
Please upload all your tax documents, example: T4's , donations,
Do you have your tax documents ready?
*
Yes, I have documents to upload
No, I don't have any documents to upload
I want to provide my documents later via email or in person
File Upload
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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Last Page!
Thank you for filling virtually through our form! After you hit submit we will start the process of filling your taxes and will contact you before filling to confirm any final details regarding your taxes.
Please use this box to add any information you'd like us to know or if you have any questions.
Submit
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