Tax Return Data Collection Form

  • Tax Compliance Data Collection Form

    Please provide the necessary information to assist with your tax return preparation.
  • Format: (000) 000-0000.
  • Do you have any of the following income sources?
  • Are you claiming any deductions or credits?
  • Are you a Canadian citizen?*
  • As a Canadian citizen, do you authorize the CRA to provide your name, address, date of birth, and citizenship to Elections Canada to update your information on the National Register of Electors?*
  • ON Residents: Do you authorize CRA to provide your name and email address to Ontario Health so that they can contact you regarding organ and tissue donation?*
  • Did you own or hold foreign property for the purposes of earning income at any time in year with a total cost of more than CAD $100,000? Examples include foreign real estate (except exclusively held for personal use), shares of foreign corporations held in Canadian or foreign brokerage accounts, foreign bank accounts, etc.*
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  • Steps to Authorize a CRA Representative

    1. Log in: Sign in to your personal MyAccount on the CRA website.
    2. Go to Profile: Navigate to the "Profile" section.
    3. Add Representative: Select the option to "Authorize a representative."
    4. Enter ID: Enter my Group ID G35MK4.
    5. Set Access: Select the Level of Access you want to grant:
      • Level 1: View information only.
      • Level 2: View and make certain changes (like adjustments).
    6. Set Expiry: Choose whether the authorization should have an expiry date.
    7. Confirm: Review the details and submit the authorization.

  • Uploaded documents and questions can also be sent securely through Verifyle.

  • Are you registered for GST/HST?
  • If yes, do you file using the Regular or Quick method
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