Discovery Call

1

Please list the Tax Year we are completing:* This field is required.

2

Name* This field is required.

First Name

Last Name

3

Email* This field is required.

example@example.com

4

Phone Number* This field is required.

Please enter a valid phone number.

5

Why did you seek me out?* This field is required.

6

Do you have access to your My CRA Account? (Personal)* This field is required.

YESNO

7

Did you sell your principle residence?* This field is required.

YESNO

8

Did you sell any properties other than your principle residence?* This field is required.

YESNO

9

How many properties did you sell?* This field is required.

10

Do you have any Capital Gains or investments other than the sale of a property?* This field is required.

YESNO

11

Do you have outstanding reserves for previous Capital Gains?* This field is required.

YESNO

12

Do you require a T1135 Foreign Income Verification Statement?* This field is required.

YESNO

13

Do you hold any foreign property?* This field is required.

YESNO

14

Do you have a T2200 form for Home Office Expenses?* This field is required.For T4 Employees only. This form would be issued by your employer.

YESNO

15

How many home offices were used during the year?* This field is required.For T4 Employees only. If you moved during the year, please count both home offices.

16

Do you have a T2200 form for Vehicle Expenses?* This field is required.For T4 Employees only. This form would be issued by your employer.

YESNO

17

How many vehicles were used during the year?* This field is required.For T4 Employees only. Total number of vehicles used during the year (including a new purchased vehicle).

18

Do you have a T2200 form for Tool Expenses?* This field is required.For T4 Employees only. This form would be issued by your employer.

YESNO

19

Do you have a TL1 Claim for meals as a trucker?* This field is required.

YESNO

20

Did you move 40km closer to work?* This field is required.

YESNO

21

Did you pay tuition?* This field is required.To an accredited college or university.

YESNO

22

Do you have child care expenses?* This field is required.

YESNO

23

How many children?* This field is required.

24

Did you receive a tuition transfer from your child?* This field is required.

YESNO

25

Do you have Home Accessibility Expenses?* This field is required.

YESNO

26

Do you have a Disability Tax Certificate from the CRA?* This field is required.

YESNO

27

Are you a caregiver for someone with a DTC?* This field is required.

YESNO

28

Did you pay legal fees in relation to support? (Child, Spousal)* This field is required.

YESNO

29

Do you receive child support?* This field is required.

YESNO

30

Do you receive spousal support?* This field is required.

YESNO

31

Are you a Sole Prop?* This field is required.

YESNO

32

How many Sole Props?* This field is required.

33

Business name(s)?* This field is required.

34

Business Activities:* This field is required.

35

Do you have access to My CRA Account? (Business)* This field is required.

YESNO

36

Are you registered for HST?* This field is required.

YESNO

37

Do you require us to file your HST Returns?* This field is required.

YESNO

38

HST Filing Frequency:* This field is required.

Monthly

Quarterly

Yearly

39

Are you registered for Provincial Sales Tax in any other provinces?* This field is required.Excluding Ontario

YESNO

40

Do you require us to file your provincial returns?* This field is required.Excluding Ontario

YESNO

41

Which provinces are you registered for Provincial Sales Tax?* This field is required.

Quebec

British Columbia

Saskatchewan

Manitoba

42

Do you have any vehicle expenses for the Sole Prop?* This field is required.

YESNO

43

How many vehicles were used during the year for the Sole Prop?* This field is required.Please include any vehicle purchases through the year.

44

Do you have Home Office expenses related to the Sole Prop?* This field is required.

YESNO

45

How many home offices did you use?* This field is required.Did you move during the year?

46

Do you require Bookkeeping?* This field is required.

YESNO

47

Do you have any Rental Properties?* This field is required.

YESNO

48

How many rental properties do you have?* This field is required.

49

Do you have Vehicle Expenses related to the rental property?* This field is required.

YESNO

50

How many vehicles were used for the rental property?* This field is required.Did you purchase a new car during the year?

51

Are you registered for HST for your rental property?* This field is required.

YESNO

52

Do you require us to file your HST for the rental property?* This field is required.

YESNO

53

HST Filing Frequency:* This field is required.

Monthly

Quarterly

Annually

54

Are we filing your partner / spouses taxes?* This field is required.

YESNO

55

Please list your spouse or partners full name.* This field is required.