Current year quotation list
Name
*
First Name
Last Name
Email
*
example@example.com
Type of Return
*
Personal Income Tax (Canadian resident)
Non-Resident Tax
Tax year to be filed
*
Are you Quebec resident?
*
Yes
No
Income Types
*
Employment income-Canadian
Employment income-Foreign
Self-employed or business income
Employment insurance/ Social assistance
Rental income
Investment income (interest, dividends)
Investment income (Capital gain/ loss)
Principal residence sale
Pension Income
Spousal or child support
Other income (please specify)
Not sure / need guidance
Please specify your other income or any questions you have regarding your income type.
What types of pension income slips did you receive?
T4A(RCA) Retirement compensation arrangements
T4A(P) CPP income
T4A(OAS) OAS income
T4RSP Registered retirement savings plan withdrwal
T4RIF Registered retirement income fund income
T4PS EPSP income
Foreign Pension Income
What types of social assistance slips did you receive?
T4E
T5007
Other (please specify)
Spousal or child support
I received spousal support
I received child support
I paid spousal support
I paid child support
Do you have any tax dedcutions or credits to claim?
Yes
No
Not sure
Tax deductions and credits
First-year home buyer
RRSP Contribution slips
FHSA Contribution slips
T2200 Employment expense
T2202 Tuition fee
Medical Expense paid in the year for yourself, your spouse and/or dependents
Donation charitable and political
Student loan Interest
Moving expenses
Allowable Business Investment Loss (ABIL)
Childcare receipts
BC renter's tax credit
Ontario Trillium Benefit
Union dues not included on your T4 slip
Other
Please specify your other tax deductions or any questions you have regarding your tax deductions or credits.
Quebec resident only
RL19 (Advanced childcare expense payment)
RL24 (Quebec daycare or camping slips for children)
RL31 (leased dwelling slip for tenant)
Quebec Children Activities Expenses
Other
How many rental properties did you have during the current tax year?
Include all residential and commercial rental properties.
Property change in use
Did you change your principal residence to a rental property
Did you change your rental property to your principal residence
Do you have slips or transaction reports for investment income?
I have T-slips (T3, T5, etc)
Not sure
What types of capital gain/ loss did you have?
Cryptocurrency transactions
Real property transactions
Stocks/ Shares transactions
Land transactions
Nature of your self-emloyed business
Do you have GST/HST, QST number
Please Select
Yes
No
Did you own or hold any foreign property or foreign investments at any time during the current tax year?
*
Yes
No
Not sure
T1135 – Specified Foreign Property Please select all that apply:
*
Funds held outside Canada
Shares of non-resident corporations
Foreign real estate (including rental properties)
Foreign bonds, debentures, or debt owed by non-residents
Interests in foreign trusts
Interests in foreign partnerships
Precious metals or commodities held outside Canada
Foreign investment accounts with Canadian institutions
Foreign insurance
At any time during the year, was the total cost of all specified foreign property:
*
Less than $100,000
$100,000-$250,000
More than $250,000
Foreign affiliate or a controlled foreign affiliate reporting: A non-resident corporation in which the Canadian taxpayer’s interest is not less than 1% of any class of shares, and the total interest of all Canadian related parties is at least 10%
*
Yes
No
Do you have access to CRA Myaccount
*
Yes
No
Do you have access to Revenue Quebec Mon dossier
*
Yes
No
Disclaimer:
I confirm that all the information provided in this form is true, accurate, and complete to the best of my knowledge. I understand that any misrepresentation, omission, or false information may result in consequences as determined by the recipient of this form
*
I agree
I hereby release the recipient, its affiliates, and its representatives from any liability, claims, or damages that may arise from the use, disclosure, or handling of the information provided in this form.
*
I agree
I hereby release the recipient, its affiliates, and its representatives from any liability, claims, or damages that may arise from the use, disclosure, or handling of the information provided in this form.
*
I agree
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