PERSONAL INFORMATION
Name
*
Mr.
Mrs.
Ms.
Miss
Mx.
Dr.
Prefix
First Name
Last Name
Phone Number
*
-
Area Code
Phone Number
E-mail
*
Gender
*
Male
Female
Birth Date
*
-
Month
-
Day
Year
Date
Social Insurance Number
*
Tax Years being filed
Current Marital Status
*
Single
Common-law
Married
Separated
Divorced
Widowed
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?
Yes
No
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?
*
No
Yes
Already registered
MAILING ADDRESS
Address
*
Street Address
Street Address Line 2
City
Province
Postal
RESIDENCY & FOREIGN REPORTING
Are you a Canadian citizen?
*
Yes
No
If yes, do you authorize CRA to provide your name, address and date of birth to Elections Canada?
*
Yes
No
Current Province of Territory of residence
*
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Same province or territory for each tax year being filed?
Yes
No
Do you or did you own foreign property, including foreign stocks held in Canadian brokerage accounts, with a total cost of more than $100,000 CDN at any time during the tax years being filed?
*
Yes
No
DISPOSITION OF PROPERTY
Starting in 2016, individuals who sell their principal residence have to report the sale on their tax return. CRA will only allow the principal residence exemption if you report the sale and designation of principal residence in your income tax return in the taxation year of the sale. Information required to report on your tax return includes the year of acquisition of the house, the purchase price, the proceeds of disposition, and the full address of the property. (If you answer yes, we will follow up with you)
Did you dispose of (sell) any property in 2016 or after?
*
Yes
No
Unsure - to discuss
DEPENDENTS
Do you have any dependent(s) that lived with you during any tax years being filed?
*
Yes
No
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.
OTHER INCOME
Do you have any income not reported on tax slips (i.e. self-employment/business, rental, tips, spousal support/alimony, etc.)
*
Yes
No
Unsure - to discuss
If yes, please complete and we will contact you for more details:
Source of income/nature of business
Name of business (if applicable)
Business number (if applicable)
Do you have a business GST/HST number?
Yes
No
Unsure - to discuss
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?
*
Yes
No
Unsure/to discuss
Not 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?
*
No
Yes (we will discuss details with you)
Unsure/to discuss
Other
List other information you would like us to know and/or any additional tax credits that you are aware of that you may be eligible for (i.e. Caregiver credit, Disability tax credit, Ontario Trillium Benefit, Northern residents deductions, Status, Spousal support/alimony paid, Home buyers amount, Digital news subscription, etc.).
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.
Browse Files
Cancel
of
*By clicking submit, I certify that the above information is true and correct to the best of my knowledge.
Submit Form*
Should be Empty: