Personal information

Personal Information

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New ClientExisting Client (no change in marital status, otherwise, please select new client)

Personal Information - New Client
Title*
Last Name*
First Name*
Taxation Year
Birth Date*
SIN*
Are you a Canadian Citizen?*
E-mail*
Phone Number*
Are you a first time filer? (is this your first income tax to file)*
First time filer information:*
Permanent Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Did you change address last year?*

YesNo
Marital Status*
Would you like to Enter the spousal information?
Do you have Kids?
Children Information (feel free to press +Add Row to add multiple Kids)*
Medical Insurance*
Do you own properties of more than 100K outside of Canada?*
Property out side of Canada (feel free to press +Add Row to add more properties)*
Do you have direct deposit setup with CRA and RQ?*
Please upload a void check if you wish to setup direct deposit.

This is valid only for Revenue Quebec (Not the CRA).
Would you like to receive the Notice of Assessement by email?*
Please provide the email address to use with the tax agencies
Have you received, held, or disposed of crypto assets during the year?*

YesNo
Did you own crypto assets at the end of the year?*

YesNo
Did you have Revenue last year?*

Spousal Information - New Client
Title*
Last Name*
First Name*
Birth Date*
SIN*
Are you a Canadian Citizen?*
E-mail*
Phone Number*
Are you a first time filer? (is this your first income tax to file)*
First time filer information:*
Did you change address last year?*

YesNo
Medical Insurance*
Do you own properties of more than 100K outside of Canada?*
Property out side of Canada (feel free to press +Add Row to add more properties)*
Do you have direct deposit setup with CRA and RQ?*
Please upload a void check if you wish to setup direct deposit.

This is valid only for Revenue Quebec (Not the CRA).
Would you like to receive the Notice of Assessement by email?*
Please provide the email address to use with the tax agencies
Have you received, held, or disposed of crypto assets during the year?*

YesNon
Did you own crypto assets at the end of the year?*

YesNo
Did you have revenue last year?*

Personal Information - Existing Client

Fill only whatever has changed from last return
Last Name*
First Name*
Taxation Year
SIN(if it is changed)
Are you a Canadian Citizen?*
E-mail
Phone Number
Permanent Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip CodeCountry
Did you change address last year?

YesNo
Marital Status
Would you like to Enter the spousal information?
Do you have Kids?
Children Information:
Medical Insurance*
Do you own properties of more than 100K outside of Canada?*
Property out side of Canada (feel free to press +Add Row to add more properties)*
Do you have direct deposit setup with CRA and RQ?
Please upload a void check if you wish to setup direct deposit.

This is valid only for Revenue Quebec (Not the CRA).
Would you like to receive the Notice of Assessement by email?*
Please provide the email address to use with the tax agencies
Have you received, held, or disposed of crypto assets during the year?*

YesNo
Did you own crypto assets at the end of the year?*

YesNo
Did you have Revenue last year?*

Spousal Information - Existing Client

Fill only whatever has changed from last return
Last Name*
First Name*
SIN (if it is changed)
Are you a Canadian Citizen?*
E-mail
Phone Number
Did you change address last year?

YesNo
Medical Insurance*
Do you own properties of more than 100K outside of Canada?*
Property out side of Canada (feel free to press +Add Row to add more properties)*
Do you have direct deposit setup with CRA and RQ?
Please upload a void check if you wish to setup direct deposit.

This is valid only for Revenue Quebec (Not the CRA).
Would you like to receive the Notice of Assessement by email?*
Please provide the email address to use with the tax agencies
Have you received, held, or disposed of crypto assets during the year?*

YesNo
Did you own crypto assets at the end of the year?*

YesNo
Did you have revenue last year?*

Revenue Streams (check whatever applies to your situation) - Personal and Spousal

Employment IncomeSelf-Employment IncomeRental IncomeInvestment IncomeForeign Income
Please upload the following Tax slips:
T4 (From all sources)
RL1 (From all sources)
Did you work from home last year, and you received T2200 and TP64.3: (if yes, please upload the forms as well)

Did you receive commission in addition to your salary:

Did you work from home last year?

Do you have car expenses?
Do you have a purchased or lease car?

Do you want us to prepare the RL31 for your tenantes
Owner's information*
Tenant Information*
Property Information*
For Investment income, please upload the investment tax receipts, for example:
T5 / RL3 (From all sources)
T3 / RL16 (From all sources)
T5008 / RL18 (From all sources)
Stock options statements
RSU statements

* The file upload section is at the bottom of the page.
For Foreign income, please provide the following information:
1- Type of revenue (employment - investment - royalty) =
2- Employer name (if any) =
3- Total Revenue =
4- Total of taxes deducted with the foreign source =
5- Currency =

* Please upload any tax received from the foreign country (1040 - etc...)

*Upload file link is at the bottom of the page.
File Upload

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	Expense
Electricity
Heat
Water
Condo Fees
Internet
Maintenance & Repair
Cleaning
Any costs of establishing office at home
Rent paid for a House or Condo
Total house/condo size in sq ft
Total office size in sq ft

	Expense
Insurance
Property Tax
Cell Phone
Computer lease

	Amount / Number
NEQ (if any)
GST number (if any)
QST number (if any)
Description of business activity
Total Revenues (without GST/QST)
Total cost of merchandise sold (if any)
Inventory at the beginning of the year
Inventory at the end of the year
Telephone cost (for business purposes)
Advertising and Marketing
Meals and Entertainment
Business Insurance
Interest and Bank charges
Business taxes (i.e. Registry fees)
Membership fees for Professional orders
Government fess
Professional dues
Accounting cost
Repair and Maintenance
Commission paid
Supplies
Sub-Contracting cost
Computer related expenses (website - software)
Cleaning
Snow removal
Gardening

	Expense
Electricity
Heat
Water
Condo Fees
Internet
Maintenance & Repair
Rent paid for a House or Condo
Any costs of establishing office at home
Mortgage Interest
Total house/condo size in sq ft
Total office size in sq ft
Snow removal
Cleaning
Gardening

	Expense
Vehicle Model
Vehicle Make
Registration Number
Purchase date
No. of KM driven for business purposes
No. of total of KM driven in the whole year
Fuel Costs
Maintenance & Repair
Insurance premiums
Licence & Registration
Electricity for Zero-emission vehicles
Parking fees
Other fees

	Expense
Vehicle Model
Vehicle Make
Registration Number
Leasing cost per year
Lease payments already deducted (prior years)
Leasing date (beginning of leasing contract)
End of leasing contract
List Price
Lease Interest paid
No. of km travelled for business purposes
No. of total of km travelled
Fuel Costs
Maintenance & Repair
Insurance premiums
Licence & Registration
Electricity for Zero-emission vehicles
Parking fees
Other expenses

	Expense
Property address
Mortgage balance (if any)
Mortgage Interest paid (if any)
Purchase Price (if we don't have it from before)
Purchase date (if we don't have it from before)
Total Rental Revenue
Utility cost (if any)
Management fees (if any)
Condo fees (if any)
Insurance cost
Repair and Maintenance cost
Internet cost if it is provided to tenants
Property tax - City tax
Property tax - School taxes
Any other relevant expenses

Other Tax information:

Please upload any of the following receipts if you have them:
Tuition fees (T2202 / RL8)
Commission revenue
Scholarship revenue
Medical expenses
Donations
Kids sports activities (if applicable)
Kid's daycare tax slips (RL24 - if applicable)
RL-31 (for your rented apartment)
Interest paid on student Loans
File Upload

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Other
* Feel free to add any relevant information below...
File Upload

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Personal Information

Personal Information - New Client

Spousal Information - New Client

Personal Information - Existing Client

Spousal Information - Existing Client