Thank you for considering our services. Please feel free to contact us if you have any questions or need further clarification.

When completing the questionnaire, kindly answer all questions as accurately as possible. If a question does not apply to you or you are unsure of the answer, please enter “N/A.”

Important: A separate form is required for each person and for each tax year we are preparing.

Please submit all documents in PDF or JPG format. If you are sending photos, make sure they are clear, high quality, and easy to read.

 Kasia Mucha

Cloud Accounting & Workflow Management / Tax Return Centre
3520 Glenhaven Beach Road
Innisfil, ON, L9X 2Z3

YES --- To begin preparing your income tax return, we’ll need your authorization. You can provide this through your Canada Revenue Agency (CRA) “My Account.”

Once logged in, please follow these steps:

Go to “Authorize a Representative.”
Click “Add a Representative.”
Enter the following:
 • Representative’s name: (Kasia Mucha)
 • Rep ID: (F598XT2)
Select the level of authorization (Level 2)
Select online access “Yes”
Enter expiry date “Does not expire”
Choose “All tax years.”
Submit your request.

The CRA usually approves authorizations within 2 business days.

Please proceed with the rest of the checklist by selecting 'Next.' This will allow us to keep working on your file while the CRA approval is in progress.

NO --- To begin preparing your income tax return, we’ll need your authorization. You can provide this through your Canada Revenue Agency (CRA) “My Account.”

Below is the information how to register "My Account"

Before you start, you will need all of the following:

• Your social insurance number (SIN)
• Your date of birth
• Amounts you reported on your most recent tax return. Use only the amounts that you reported on your return, even if your return was reassessed and the amounts have changed.

Start the Registration

Go to CRA My Account – Sign up.
Click “CRA register” (not the Sign-In Partner option).
Create Your CRA User ID and Password

Choose a User ID, password, and set up security questions.
Enter the requested personal info
 

After you finish the that part, CRA mails a one-time security code to the address they have on file. Make sure the postal code matches the one on your last tax return. If you move before, please update your address with CRA first (call 1-800-959-8281).

This letter usually arrives in 5–10 business days.

 ---

When you have access to your CRA “My Account” please follow these steps:

Go to “Authorize a Representative.”
Click “Add a Representative.”
Enter the following:
 • Representative’s name: (Kasia Mucha)
 • Rep ID: (F598XT2)
Select the level of authorization (Level 2)
Select online access “Yes”
Enter expiry date “Does not expire”
Choose “All tax years.”
Submit your request.

The CRA usually approves authorizations within 2 business days.

Please proceed with the rest of the checklist by selecting 'Next.' This will allow us to keep working on your file while the CRA approval is in progress

Tax Checklist - Income

Please ensure to upload all income slips including but not limited to...

• All T4 slips
• Investment income slips – Such as T5, T3, T4RSP, T4RIF, T4PS, T5008
• Pensions – Old Age Security T4A(OAS), Canada Pension T4AP, other pensions and annuities T4A, foreign pension
• Employment Insurance Benefits – T4E
• Social Assistance / Workers Compensation Payments T5007
• Self-Employment / Business Activities - Worksheet required-let us know
• Self-Employment / Commission Activities - Worksheet required-let us know
• Rental Income - Worksheet required-let us know
• Other income
   

Medical expenses

If you paid for healthcare expenses, you may be able to claim them as eligible medical expenses on your income tax return. 

The medical expenses include a wide range of products, procedures and services, such as: medicin subscribed, optometrist, dental care, chiropractor, health insurance, etc

Ensure that you have all receipts in the event of a CRA audit.

You can claim medical expenses from previous year, given that it has not been claimed previously. You are allowed to pick your 12 month period (to maximize claim). As long as the end of the 12 months falls within the tax year you are reporting, you are free to choose the best time frame for your situation.

You may deduct only amount of your total medical expenses that exceed 3% of your income.  Sample: if total income is $30,000 - you need to have receipts which total is higher than $900.

Tax Checklist - Deductions

Please ensure to upload receipts including but not limited to...

• Childcare – with supporting receipts and SIN of the caregiver
• Adoption costs
• Tuition Receipts – T2202 (Note - no other receipts for school expenses are deductible)
• RRSP Contributions (for Mar - Dec of the current tax year or 1st 60 days of the subsequent year)
• Child or Spousal Support – with a copy of the agreement if not previously provided
• Professional Fees or Union Dues (not included on T4)
• Medical Expenses - Worksheet required for more than 5 slips
• Charitable Donations (not included on T4)
• Interest on Student Loans
• Political Contributions
• Employment Expenses - Form signed by employer required [T2200]
• Tool Expenses - Form signed by employer required - [T2200]
• Carrying charges and interest expenses on investment
• Rent receipt with the amount and landlord information or property tax paid
• Moving Expenses – only if moving for work/school - worksheet required - [T1-M]
• Other

Auto expense form

You can deduct expenses you incur to run a motor vehicle you use to earn business income.

If, for instance, 60% of your mileage is for business purposes (40% personal), you can deduct 60% of the expenses related to the vehicle.

Motor vehicle expenses include interest on loans to purchase automobiles, capital cost allowance, automobile leasing costs, and operating expenses such as fuel, oil, maintenance and repairs, licence and insurance costs, and car washes.

Parking costs are not included as motor vehicle expenses

Allowable motor vehicle expenses – Salaried employee expenses

You can deduct your motor vehicle expenses if you meet all of the following conditions:

• You were normally required to work away from your employer's place of business or in different places.
• Under your contract of employment, you had to pay your own motor vehicle expenses.
• You are not considered to have paid your own motor vehicle expenses if your employer reimburses you or you refuse a reimbursement or reasonable allowance from your employer.
• You did not receive a non-taxable allowance for motor vehicle expenses.
  Generally, an allowance is non-taxable when it is based solely on a reasonable per-kilometre rate.
• You keep with your records a copy of Form T2200, Declaration of Conditions of Employment, which has been completed and signed by your employer.
   

Tools expenses

If you were a tradesperson in the tax year, you may be able to deduct the cost of eligible tools you bought in that tax year to earn employment income as a tradesperson and as an eligible apprentice mechanic. Maximum deduction is $500.00 and you can not use them for any other purpose

To qualify, your employer must sign form T2200 confirming that you needed the tools for employment.

Home Office expense form

You can deduct expenses for the business use of a workspace in your home, as long as you meet one of the following conditions:

• It is your principal place of business
• You use the space only to earn your business income
• You use it on a regular and ongoing basis to meet your clients, customers, or patients

You can deduct part of your maintenance costs such as heating, home insurance, electricity, and cleaning materials. You can also deduct part of your property taxes, mortgage interest, and capital cost allowance (CCA). 

If you use part of your home for both your business and personal living, calculate how many hours in the day you use the rooms for your business, and then divide that amount by 24 hours. Multiply the result by the business part of your total home expenses. This will give you the household cost you can deduct. If you run the business for only part of the week or year, reduce your claim accordingly.

Thank you for submitting your survey. If more information is needed we will contact you.

We will proces your income tax return as soon as possible. When finished, you will receive documents for approval and to be signed. Your Income Tax Return will be submitted to CRA after receiving signed documents and payment.

You may contact us during office hours, Monday - Friday: 9:00 AM till 7:00 PM. Saturday 10:00 till 4:00 PM.

If for any reason you need to upload more documents, please use following secure link below.

Upload your documents here

Kasia Mucha Cloud Accounting & Workflow Management 705-294-1590 info@cloudaccounting.plus