Personal Income Tax Questionnaire

Personal Income Tax Questionnaire

Please complete this questionnaire to provide the information needed for your Canadian personal income tax return. Answer all applicable questions.
Personal Information
Full Legal Name

First NameLast Name
Date of Birth

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Social Insurance Number
If you don't have Social Insurance Number, please enter "0"
In which province or territory did you live on December 31, tax year?
If your province or territory of residence changed during tax year, enter the date of your move

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Home Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip CodeCountry
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Do you authorize CRA to contact you via email?
Do you have plan to leave Canada permanently or already left Canada?
If you plan to leave Canada, provide the planned Departure Date here

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Residency Status in Canada
Do you authorize CRA to provide your name, address and date of birth to Elections Canada for the purpose of updating the National Register of Electors? (For Canadian Citizen Only)
Do you authorize the CRA to provide your name and email address to Ontario Health so that Ontario Health (Trillium Gift of Life) may contact or send information to you by email about organ and tissue donation?
Did you dispose of your principal residence in tax year?
Did you or your spouse/common-law, at any time during the tax year hold foreign property with a cost of more than CAD100,000? *
Marital Status and Dependents
Current Marital status
Did your marital status change during the tax year?
If so, Enter the Date your marital status changed

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Previous Marital status
Family Information
Spouse details
Are you or your spouse claiming a Disability Credit?
Dependent details
Income Tax Information
Tax Year that you intend to file?
Is it your first time to file tax?
If so, provide the date you enter Canada

MonthDayYear
2 digit month, 2 digit day, 4 digit yearDate
Which country did you come from?
Do you apply GST/ HST credit before ?
If not, provide Your income Records before became a resident of Canada (For First-Time Tax Filers Only)
If not, provide Your spouse's income Records before became a resident of Canada (For First-Time Tax Filers Only)
Income Types
Which types of income did you receive this tax year? (Multiple Choice)

Other
Other:
Upload income statements or supporting documents

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Credit or Deduction
Which types of credit or deduction did you receive this tax year? (Multiple Choice)

Other
For Moving Expenses ( check your eligibility )
Other:
Upload the receipts/forms received for these Credit or Deduction

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Tuition
Do you have Tuition fees and Education deduction for previous year?
Do you have Education deduction (T2202)?
Upload the receipts/forms received for these Tuitions

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Property Tax or Rent
Which of the following apply to your home during the tax year?
Property taxes paid during the tax year
Rent paid during the tax year
Name of the landlord

First NameLast Name
Number of months resident in tax year
Address of Property Tax and/or Rental / Home-stay

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
If you live in two or more place, please enter the requires information here
Address:
Name of the landlord:
Number of months resident in tax year:
Amount paid for tax year:
Home Office
Did you use part of your home regularly for work during the tax year?
Did you have T2200 Declaration of Conditions of Employment?
Please download the file, fill out the home office expenses section, and provide the completed form to us.
Download: https://www.canada.ca/en/revenue-agency/services/forms-publications/forms/t777.html
Upload the completed T777 form

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Other Notes
Additional notes or information
Other Supporting documents

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Should be Empty:

Personal Income Tax Questionnaire

Personal Information

Marital Status and Dependents

Family Information

Income Tax Information

Income Types

Credit or Deduction

Tuition

Property Tax or Rent

Home Office

Other Notes