AFG Tax & Accounting
Personal Information
Full Name
*
First Name
Last Name
SIN Number
*
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Secondary Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
How much did you pay in rent per month?
How many months did you pay rent this year?
How much did you pay in property tax?
Are you a Canadian citizen?
*
Yes
No
What is your status in Canada?
*
Marital status
*
Single
Separated
Divorced
Married
Common-Law
Widowed
Did your marital status change since last year's tax return?
*
Yes
No
When did your marital status change?
*
-
Month
-
Day
Year
Date
Are we preparing a tax return for your spouse?
*
Yes
No
Do you have any dependents that you would like to claim?
*
Yes
No
How many dependents would you like to claim?
*
1
2
3
4
5
6
Spouse Information
Spouse Name
*
First Name
Last Name
Spouse SIN Number
*
Spouse Date of Birth
*
-
Month
-
Day
Year
Date
Spouse Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Secondary Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Email
example@example.com
Is your spouse a Canadian citizen?
*
Yes
No
What is your spouse's status in Canada?
*
Dependent 1
Full name
First Name
Last Name
Relationship
Date
-
Month
-
Day
Year
SIN Number
Net Income During Year ($)
Dependent 2
Full name
First Name
Last Name
Relationship
Date
-
Month
-
Day
Year
SIN Number
Net Income During Year ($)
Dependent 3
Full name
First Name
Last Name
Relationship
Date
-
Month
-
Day
Year
SIN Number
Net Income During Year ($)
Dependent 4
Full name
First Name
Last Name
Relationship
Date
-
Month
-
Day
Year
SIN Number
Net Income During Year ($)
Dependent 5
Full name
First Name
Last Name
Relationship
Date
-
Month
-
Day
Year
SIN Number
Net Income During Year ($)
Dependent 6
Full name
First Name
Last Name
Relationship
Date
-
Month
-
Day
Year
SIN Number
Net Income During Year ($)
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Did you have an interest in a foreign affiliate at any time during 2024 (owning more than 10% of a foreign corporation)?
Yes
No
Are you involved in crypto related activities?
Yes
No
Do you, your spouse, or any of your dependents qualify for the Disability Tax Credit?
Yes
No
Who is the one that qualifies for Disability Tax Credit?
Do you authorize the CRA to provide information about you to Elections Canada?
Yes
No
Do you own/hold foreign property with a total cost of more than $100,000 (CAD)?
Yes
No
Did you sell your primary residence?
Yes
No
Address of sold property
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What year was the property purchased?
How much was the property sold for?
Have you made instalment payments for the tax year?
Yes
No
How much were the instalment payments?
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Sources of Income
Sources
Employment income (T4)
Commission income (T4 or T4A)
Profit sharing income (T4PS)
Taxable disability income (T4A)
Old age security (T4 OAS)
Canada pension plan (T4A)
Other pensions/annuities (T4A)
Employment insurance benefits (T4E)
Dividend income (T3 or T5)
Interest income (T3 or T5)
Limited partnership income (T5013)
RRSP income (T4RSP)
RRSP withdrawals (T4RSP)
RRIF income (T4RIF)
Scholarships and bursaries (T4A)
Worker's compensation benefits (T5007)
Social assistance payments (T5007)
Self-employed income
Rental income
Sale of investments (T5008)
Sale of real estate
Spousal support
Child support
Tips and gratuities
Others
Rental Income
Rental co-owner or partner's name
First Name
Last Name
Rental co-owner or partner's percentage of ownership
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Number of units
Gross rents for all units
Please list any expenses
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Deductions and Tax Credits Available
Type a question
RRSP contributions
RRSP contributions - Spouse
Union dues and professional fees
Child care expenses
Moving expenses
Interest paid on investment loans
Investment counselling fees
Interest paid on student loans
Tuition fees - Self T2202
Tuition fees - Spouse/Children
Charitable donations
Political party contributions
First-time home buyer's amount
Home buyer's plan
Lifelong learning plan
Employment expenses
Work from home expenses
Spousal support payment
Medical expenses
Others
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Additional Notes and Supporting Documents
Notes
Supporting Documents
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