Tax preparation questionnaire

Tax preparation questionnaire

Please fill out all that apply. Thank you!
Name

First NameLast Name
Taxpayer Date of Birth

MonthDayYear
Date
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
How did you hear about us?
Marital status
Spouse Name

First NameLast Name
Spouse Date of Birth

MonthDayYear
Date
Would You Like Us To Prepare Your Spouse's Return?
Tax Year(s) Being Prepared (Select also if you'd like us to do prior year filing)
Has your marital status changed during this tax year?
If yes, when was it? As well as a brief description.
Is this your first time filing a Canadian Tax Return?
Immigration Date

MonthDayYear
Date
Which Country did you Immigrate from?
Did you sell your principal residence at any time in the tax year?
If "Yes" what was the address?
Are you a US Citizen or Green Card holder?
Do you have any dependants?
If so, how many?
Do You Have Any Foreign Income or Other Foreign Assets Over $100k CAD?
Please ensure we have the full names and dates of birth for all children and dependents with SIN if applicable.
Dependant #1

First NameLast Name
Dependant #1 DOB

MonthDayYear
Date
Dependant #2

First NameLast Name
Dependant #2 DOB

MonthDayYear
Date
Dependant #3

First NameLast Name
Dependant #3 DOB

MonthDayYear
Date
Dependant #4

First NameLast Name
Dependant #4 DOB

MonthDayYear
Date
Possible Forms to Include:

Please check all that apply
Income Sources

Other
Deductions

Other
Dependants
Do You Have a Filled and Signed T2200 (Outlining Employment Expenses) From Your Employer?
Self-Employment
Type of Business
Ex. Plumbing
Name of Business
GST/HST Number
Revenue (Estimate)
Do You Have Business Expenses?
Business Vehicle(s)?
Home Office?
Rental Income
How Many Properties Are Being Currently Rented?
Address 1

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Address 2

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Address 3

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Rental Type
Purchased or Sold Any Property this Year?
Do Any of the Properties Have Mortgages on Them?
Investment Income
Investment Types Held

Other
Any Investments Sold in 2025?
Do You Have A US/Foreign Brokerage Account?
Did You Have Any Significant Life Events in 2025? Anything you think we should know regarding your taxes?
We Do More Than Just Tax Filing! What Interests You?
Preferred Method of Contact?
Thank you!
Should be Empty:

Tax preparation questionnaire

Possible Forms to Include:

Self-Employment

Rental Income

Investment Income