Personal Tax Return

Personal Tax Return - 2023

Information Form
- Are you an existing client of Kanac Accounting Inc.?*
  
  YesNo
- Social Insurance Number (SIN)*
- First Name
- Last Name
- Gender*
  
  MaleFemale
- Date of Birth*
  
  YearMonthDay
  Date
- Email*
  example@example.com
- Phone Number*
  Please enter a valid phone number.Format: (000) 000-0000.
- Address*
  
  Street Address
  
  Street Address Line 2
  
  CityProvince
  
  Postal CodeCountry
- Maritial Status*
  
  SingleMarriedDivorcedWidowedSeperatedCommon Law
- Date of Marriage*
  
  YearMonthDay
  Date
- Date of Cohabitation*
  
  YearMonthDay
  Date
- Date of Divorce / Seperation*
  
  YearMonthDay
  Date
- Are you a Canadian Citizen?*
  
  YesNo
- Do you want CRA to update your information with Elections Canada?*
  
  YesNo
- Are you an Immigrant?*
  
  YesNo
- Date landed in Canada?*
  
  YearMonthDay
  Date
- Do you have dependents (Kids)?*
  
  YesNo
- Does your spouse have social Insurance number (SIN) / Present in Canada?*
  
  YesNo
- Do you want to file your spouse tax return?*
  
  YesNo
- Is your spouse an existing client of Kanac Accounting Inc?*
  
  YesNo
- Spouse Social Insurance Number (SIN)*
- Spouse First Name
- Spouse Last Name
- Spouse Gender*
  
  MaleFemale
- Spouse Date of Birth*
  
  YearMonthDay
  Date
- Email*
  example@example.com
- Phone Number*
  Please enter a valid phone number.Format: (000) 000-0000.
- Is your spouse a Canadian Citizen?*
  
  YesNo
- Do you want CRA to update your spouse information with Elections Canada?*
  
  YesNo
- Is your spouse an Immigrant?*
  
  YesNo
- Date Landed in Canada*
  
  YearMonthDay
  Date
- How many dependents do you have?*
- Dependent 1 - Name*
  
  First NameLast Name
- Dependent 1 - Relationship*
- Dependent 1 - Date of Birth*
  
  YearMonthDay
  Date
- Dependent 1 - Childcare expense (daycare / nanny) if applicable*
- Dependent 2 - Name*
  
  First NameLast Name
- Dependent 2 - Relationship*
- Dependent 2 - Date of Birth*
  
  YearMonthDay
  Date
- Dependent 2 - Childcare expense (daycare / nanny) if applicable*
- Dependent 3 - Name*
  
  First NameLast Name
- Dependent 3 - Relationship*
- Dependent 3 - Date of Birth*
  
  YearMonthDay
  Date
- Dependent 3 - Childcare expense (daycare / nanny) if applicable*
- Dependent 4 - Name*
  
  First NameLast Name
- Dependent 4 - Relationship*
- Dependent 4 - Date of Birth*
  
  YearMonthDay
  Date
- Dependent 4 - Childcare expense (daycare / nanny) if applicable*
- Dependent 5 - Name*
  
  First NameLast Name
- Dependent 5 - Relationship*
- Dependent 5 - Date of Birth*
  
  YearMonthDay
  Date
- Dependent 5 - Childcare expense (daycare / nanny) if applicable*
- Dependent 6 - Name*
  
  First NameLast Name
- Dependent 6 - Relationship*
- Dependent 6 - Date of Birth*
  
  YearMonthDay
  Date
- Dependent 6 - Childcare expense (daycare / nanny) if applicable*
- Are you filing taxes for the first time?*
  
  YesNo
- Check all that applies to the primary applicant in the current tax year (2023)*
  
  I worked as an employee (upload all your T4 slips from your employer's)I had tuition expenses (upload all your T2202 slips from your educational institution)I paid rent / property taxesI worked from homeI have gains / losses from stocks / crypto / other investmentsI have made donations / political contributionsI have made FHSA ContributionsI am a first time home buyerI have rental propertiesI sold a propertyI have medical expensesI have made RRSP ContributionsI withdrew money from my RRSPOther / Non of the above applies to me (provide details below)
- Total rent / property taxes paid in 2023 (including spouse if applicable)*
- Were you self employed? (uber, uber eats, skip, Doordash, InstaCart, Other rideshares, other contract jobs etc)*
  
  YesNo
- Provide the list of Self employment you had in 2023 (Ex: Uber, Uber eats, Skip, InstaCart, Doordash, other rideshares, others)*
- Provide other information / requests related to tax return here:
- Documents to upload below for primary taxpayer:
  
  All your tax-related documents and slips you have received from your employer, educational institution, contractor, Service Canada, bank, RRSP provider, etc.
  
  Examples: T4, T2202, T4E, T4A, T5, TRSP, etc.
- Direct Deposit Form / Void Check
  
  We need your banking info to receive your refunds/benefits deposited directly to your bank. you can download this form from your banking app.
- Details of your income and expenses from self-employment (Income Statement)
  
  Provide details of income and expenses summarized by category and other self-employment-related information such as your HST number. Please let us know if you need assistance to prepare your income statement.
- File Upload 1*
  
  Cancelof
- No Documents? Check the box below:
  
  I do not have any documents to upload
- Is your spouse filing taxes for the first time?*
  
  YesNo
- Check all that applies to your spouse in the current tax year (2023)*
  
  I worked as an employee (upload all your T4 slips from your employer's)I had tuition expenses (upload all your T2202 slips from your educational institution)I paid rent / property taxesI worked from homeI have gains / losses from stocks / crypto / other investmentsI have made donations / political contributionsI have made FHSA ContributionsI am a first time home buyerI have rental propertiesI sold a propertyI have medical expensesI have made RRSP ContributionsI withdrew money from my RRSPOther / Non of the above applies to me (provide details below)
- Were your spouse self employed? (uber, uber eats, skip, Doordash, InstaCart, Other rideshares, other contract jobs etc)*
  
  YesNo
- Provide the list of Self employment your spouse had in 2023 (Ex: Uber, Uber eats, Skip, InstaCart, Doordash, other rideshares, others)*
- Provide other information / requests related to tax return here:
- Documents to upload below for spouse:
  
  All your tax-related documents and slips you have received from your employer, educational institution, contractor, Service Canada, bank, RRSP provider, etc.
  
  Examples: T4, T2202, T4E, T4A, T5, TRSP, etc.
- Direct Deposit Form / Void Check
  
  We need your banking info to receive your refunds/benefits deposited directly to your bank. you can download this form from your banking app.
- Details of your income and expenses from self-employment (Income Statement)
  
  Provide details of income and expenses summarized by category and other self-employment-related information such as your HST number. Please let us know if you need assistance to prepare your income statement.
- File Upload 2*
  
  Cancelof
- No Documents? Check the box below:
  
  I do not have any documents to upload
- By signing and submitting this form, you agree to all the below statements:
  1. You authorize Kanac Accounting Inc. and Jacob Moolan (CRA Rep Id: VG3GD66) to be your representative (Level 2 Authorization) with the Canada revenue agency and you authorize Canada Revenue Agency to interact with the above-mentioned representative.
  2. You agree that all the information you have provided above is accurate and complete, and you have provided all the required information needed to accurately prepare the tax return. We are not responsible for errors or omissions caused due to the lack of information or inaccurate information provided by you.
  3. You agree that you are authorizing Kanac Accounting Inc. / Jacob Moolan to prepare the tax return and that you are aware of the fees related to this engagement. You are required to pay the fees once the return has been prepared regardless of if the return is filed or not. You are responsible to pay the fees in their entirety if you choose to not proceed with our service after we have prepared the return.
  4. You understand that we will start preparing your return based on the information you have provided us without providing you any further notice and will contact you once we have prepared the return. We might contact you to gather more information needed to accurately prepare your return.
- Signature*
- Spouse Signature*
- Date Signed*
  
  YearMonthDay
  Date
- Should be Empty:

Personal Tax Return - 2023