PERSONAL INFORMATION

PERSONAL INFORMATION
Name*

PrefixFirst NameLast Name
Email address*
example@example.com
Phone number*
Please enter a valid phone number.Format: (000) 000-0000.
Gender*
Birth Date*

MonthDayYear
Date
Social Insurance Number*
Tax Years being filed*
Current Marital Status*
For CRA's definition of Marital Status please go to: Marital status - Canada.ca
Has marital status changed during any tax year for which returns are being filed?*

YesNo
If Yes, please provide details (marital status for each year being filed and date(s) status changed)
CRA Email Notifications

Email notifications gives you the option to receive correspondence online from the Canada Revenue Agency (CRA) instead of by mail from Canada Post. When you are registered to receive email notifications from the Canada Revenue Agency (CRA), they will send you an email to confirm that you are registered for the service. After that, when eligible correspondence is available for you to view in My Account or when important changes happen on your account, they will send you an email. After you are registered for this service, CRA correspondence that is eligible for the service will not be printed and mailed to you.
Would you like to register for online mail from Canada Revenue Agency?*

NoYesAlready registered
MAILING ADDRESS
Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
RESIDENCY & FOREIGN REPORTING
Immigration status*
If you are a citizen, do you authorize CRA to provide your name, address and date of birth to Elections Canada?

YesNo
Current Province or Territory of residence*
Same province or territory for each tax year being filed?

YesNo
If you are a new immigrant and this is your very first time filling income tax return, please indicate the date you entered and settled in Canada.

MonthDayYear
Date
If you previously left Canada, became a tax resident of another country, and have now regained Canadian tax residency, please indicate the date you regained the Canadian tax residency.

MonthDayYear
Date
If you have a group insurance from your employer, Please indicate how many months you(and your family) were covered in the tax year - This is for Quebec resident only
Did you live alone in this tax year( You live in a dwelling either alone or only with one or more people under 18) - This is for Quebec resident only

YesNo
DEPENDENTS
Do you have any dependent(s) that lived with you during any tax years being filed?*

YesNo
If Yes, please provide details (years lived with you, name(s), birth date(s), relationship to you) Please also attach or scan & email any childcare or related receipts.
ADDITIONAL INFORMATION
Home office expenses for employees working from home due to COVID-19

For 2020 and 2021 you may be able to claim a deduction for home office expenses.
Are/were you an employee (i.e. not self-employed) that worked from home in 2020 and/or 2021 and/or 2022 due to the COVID-19 pandemic or your employer required you to work from home for more than 50% of the time for a period of at least four consecutive weeks in a year?

YesNoUnsure - to discussNot applicable
If Yes, how many work days (full-time & part-time, not including days off) did you work from home in 2020?
If Yes, how many work days (full-time & part-time, not including days off) did you work from home in 2021?
If Yes, how many work days (full-time & part-time, not including days off) did you work from home in 2022?
Home Buyers' Plan

HBP is a program that allows you to withdraw from your registered retirement savings plans (RRSPs) to buy or build a qualifying home for yourself or for a related person with a disability.
Have you participated in the Home Buyers' Plan (HBP) within the last 10 years?

NoYes (we will discuss details with you)Unsure - to discuss
Please provide any other details/comments here:
You may upload relevant documents here (see lists below for suggestions) or you can send them by email later.

Cancelof
I agree to the terms and conditions*

I agree to the terms and conditions and certify that the above information is true and correct to the best of my knowledge.
Should be Empty:

PERSONAL INFORMATION

CRA Email Notifications

MAILING ADDRESS

RESIDENCY & FOREIGN REPORTING

DEPENDENTS

ADDITIONAL INFORMATION

Home office expenses for employees working from home due to COVID-19

Home Buyers' Plan