new client

Regular Personal Return Self-Employed Corporate Deceased Return
Full Legal Name
Name Filed Last Year
Date of Birth

MonthDayYear
Date
Social Insurance Number
Email Address
example@example.com
Phone Number
Mailing Address
If Filing for a Deceased Person
Deceased Full Name
Date of Death

MonthDayYear
Date
Your Name & Relationship
Upload Death Certificate (if available)
Marital Status
Spouse Full Name
Spouse Date of Birth

MonthDayYear
Date
Spouse SIN (if applicable)
Child 1 Name / DOB / SIN
Child 2 Name / DOB / SIN
Child 3 Name / DOB / SIN
Child 4 Name / DOB / SIN
Child 5 Name / DOB / SIN
Child 6 Name / DOB / SIN
(If you have more than 6 children, simply upload their birth certificate and we will manually enter them)

Required Uploads- Government-issued photo ID (Driver's License or Passport)- Birth certificates for children being claimed as dependents
High school / Starting Post-Secondary ($25)In practicum or professional program ($75)
Lodge resident with CPP/OAS/GIS only ($25)Independent with CPP/OAS/GIS only ($60)
Income & Deduction Checklist
T4 - Employment Income ($75 – up to 5 slips. There will be an additional $5 per slip afterward) *high school/post-secondary students remain $25.T4A - Pensions, Scholarships - typical tax return fees apply.T4A - Contract (Box 20/48) – Complex pricing appliesT4E - EI Benefits - typical tax return fees applyT5 - Investment Income - typical tax return fees applyT3 - Trust Income - Intricate fees applyT5008 - Capital Gains (Note: $1 per slip if over 5) - complex fees applyC P P/ OA S - Retirement Pensions - senior rates apply if living in a lodge.T4RSP / T4RIF - RRSP Withdrawals - typical tax return fees applyRRSP Contributions - typical tax return fees apply.
Tuition - T2202AStudent Loan Interest
Rental Income (Starting at $150)Farm Income (Starting at $150)Business / Self-Employment Income (Starting at $199)Corporation (starting at $850)Uber / Ride-sharing Income (Starting at $150)TipsDeclaration of Employment (T2200) (+$50)Moving Expenses (+$50)Northern Residency Deduction (+$50)Disability Credits (+$20)Caregiver Credits (+$15)Child Care ExpensesMedical ReceiptsMedical Travel (+15)Donations (Note: $1 per slip over 5)Political Contributions (Note: $1 per slip over 5)Foreign income (+$5)Immigrant / Emigrant ($120)
Income not listed above (please describe)
I certify the above information is true and complete.I authorize Covured Inc. (operating as In Sync Bookkeeping & Tax) to prepare my tax return.I understand additional fees may apply depending on selected forms and volume.
By signing below, I confirm that I understand and agree to the above. I will provide Covured™ (In Sync Bookkeeping & Tax) with all necessary tax documents required to complete my return. I understand that failing to provide all slips and documents may result in errors, and I take full responsibility for any penalties and interest that may arise as a result.

Clear
NOTE:
Once your information has been entered into our system, you will receive an authorization form to sign electronically. After reviewing your slips and documents, we will calculate your fees.

Once your return is complete, we will notify you either by phone or email. At that time, you may choose to:
- Schedule a phone call to review your return with us, or
- Review your return summary on your own time.
Once you’ve had a chance to review and confirm that everything is accurate, we will provide you with a T183 form for your signature (either electronically or in person, depending on your preference and access to email). After the T183 is signed, we will proceed with e-filing your return.
IMPORTANT:
If you're not already set up for direct deposit with the CRA, please enroll through your online banking or CRA My Account to avoid refund delays.
Please upload all your tax slips including photo ID and birth certificates of children if applicable...Note that each family member filing a return needs to complete their own form and submit their own tax documents.

Cancelof
Should be Empty:

Income & Deduction Checklist

NOTE:

IMPORTANT: