Tax Return Data Collection Form

Tax Compliance Data Collection Form

Please provide the necessary information to assist with your tax return preparation.
Full Name*

First NameMiddle NameLast Name
Marital Status*
Email Address*
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Residential Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Type of Taxpayer*
Tax Year*
Social Insurance Number
Employment Income (T4s)Investment Income (T3/T5s)Self-Employment IncomeRental IncomeCorporationOther
RRSP ContributionsChildcare ExpensesMedical ExpensesCharitable DonationsTuitionOther
Additional Income or Deductions or Credits Details
YesNo
YesNo
YesNo
YesNo

Additional Returns Required

Upload Documents

Please provide a copy of last year's tax return along with all relevant income slips and deductions.
Cancelof
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.

Business Income and Expenses

Rows	Total
Income
Cost of Goods Sold
Advertising
Meals & Entertainment
Bad Debt
Insurance
Interest and Bank Charges
Business Taxes, fees, licenses, membership fees
Office Expenses
Supplies
Legal, Accounting, and Other Professional Fees
Management and Administration Fees
Rent
Maintenance and Repairs
Salaries, wages, and Benefits
Property Taxes (excluding Home Office)
Travel
Telecommunication
Delivery and Freight
Health and Dental Insurance Premiums

Tax Compliance Data Collection Form