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  • Final Return / Estate Tax: If you have not completed our Estate Information Package, please do not continue to submit documents.

    Our Estate Information Package will guide you through the documents and information we need. Click the link below to visit our Estate Tax Preparation Service page and download our Estate Information Package.

    Go to Estate Tax Preparation Service

    If you have completed the Estate Information Package and wish to submit it or additional documents, please continue.

  • Format: (000) 000-0000.
  • Format: (000) 000-0000.

  • Personal information

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    • Individual's personal info 
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    • Spouse/partner's personal info 
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  • My tax information checklist

    Feel free to save your progress at any time (scroll to the bottom and click Save). 

  • Spouse/partner checklist will be on the next page (after clicking Next).

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    • Tax info 

    • Select all items that may apply. As you select items that apply, follow-up questions, tips, and file upload boxes will display, as applicable.

      (If you have already provided the relevant documents another way, you can submit the form without uploading documents in those fields.)

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    • Farming: Please complete our Statement of Farming Activities. 

      Download Statement of Farming Activities

       

      Fishing: Please complete our Statement of Fishing Activities. 

      Download Statement of Fishing Activities

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    • Rental property: Please complete our Statement of Real Estate Rentals (one statement per rental property). 

      Download Statement of Real Estate Rentals

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    • Self-employment: Please complete our Statement of Business Activities (one statement per business). 

      Download Statement of Business Activities

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    • Employment expenses: You can deduct certain expenses (including any GST/HST) you paid to earn employment income. You can do this only if your employment contract required you to pay the expenses and you did not receive an allowance for them, or the allowance you received is included in your income. You must provide a copy of a signed T2200 form from your employer. 

      View the CRA's guidance

      Please complete our Statement of Employment Expenses (one statement per employment). 

      Download Statement of Employment Expenses

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    • Moving expenses: Generally, you can claim moving expenses you paid in the year if both of the following apply:

      • You moved to a new home for work or full-time school
      • Your new home is at least 40 kilometres closer to your new work location or school

      View the CRA's guidance

      Please complete our Statement of Moving Expenses (one statement per move). 

      Download Statement of Moving Expenses

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    • Northern residents deduction: You qualify if you lived, on a permanent basis, for a continuous period of at least six consecutive months in one or more of the following:

      • a prescribed northern zone (Zone A)
      • a prescribed intermediate zone (Zone B)

      If you have not lived in a prescribed zone for a continuous period of at least six consecutive months at the time you file your return, you do not yet qualify.

      View the CRA's guidance

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    • Working from home: You can deduct certain expenses (including any GST/HST) you paid to earn employment income. You can do this only if your employment contract required you to pay the expenses and you did not receive an allowance for them, or the allowance you received is included in your income. You must provide a copy of a signed T2200 form from your employer. 

      View the CRA's guidance

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    • Disability tax credit (DTC): You may be eligible for the DTC if a medical practitioner certifies that you have a severe and prolonged impairment or receive therapy to support a vital function. If you have not previously claimed the credit, talk to your doctor. If you qualify, they will need to submit an application to the CRA, and the CRA will then approve or deny the application. 

      View the CRA's guidance

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    • Home accessibility expenses: A qualifying individual can claim up to $20,000 per year in eligible expenses. To qualify, an individual must either be eligible for the disability tax credit or must be 65 years of age or older. Eligible renovations or expenses include those that make the home safer or more accessible, such as: 

      • Adding grab bars or hand rails
      • Installing walk-in tubs or wheel-in showers
      • Widening doorways for wheelchair accessibility
      • Lowering cabinets

      View the CRA's guidance

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    • Manitoba primary caregiver credit: Individuals may qualify for this $1,400 refundable credit if they provided unpaid care to another individual living at home for at least 90 days. If you have not previously claimed the credit, talk to your doctor. If you qualify, they will need to submit an application, and the Manitoba Tax Office will then approve or deny the application. A renewal form must be submitted every three years. 

      View Manitoba's guidance

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    • Medical expenses: If your medical expenses are simple, enter the totals below. If they are more complex, please use our Medical Worksheet. If you prefer to submit all of your receipts for us to compile, there will be an additional fee. 

      Download Medical Worksheet

      We do not require your medical receipts to claim your medical expenses. However, we recommend that you keep them on hand to provide to the CRA in the case of a review. To view a list of common medical expenses and which are eligible to be claimed (such as dental, insurance premiums, and prescriptions), view the CRA's guidance. 

      View the CRA's guidance

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    • Rent paid: The Renters Affordability Tax Credit is a refundable credit of up to $525, with a top-up amount available for seniors. Only one renter per dwelling can claim the credit. 

      View Manitoba's guidance

    • Tuition: You can claim any eligible tuition expenses, carry forward the amounts to a future year, or transfer all or part to your spouse or common-law partner, to their parent or grandparent, or to your parent or grandparent. The T2202 form recieved from the educational institution must be signed by the student to process a tuition transfer. It does not need to be signed for the student to claim tuition. 

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    • Volunteer firefighter or search & rescue: You can claim $6,000 for the volunteer firefighters' amount (VFA) or search and rescue volunteers' amount (SRVA), but not both, if you meet all of the following conditions:

      • You were a volunteer firefighter or a search and rescue volunteer during the year.
      • You completed at least 200 hours of eligible volunteer firefighting services or eligible search and rescue volunteer services in the year.

      View the CRA's guidance

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    • US citizenship or green card: All US citizens and green card holders, even those who are Canadian residents, are required to file a US tax return. 

    • Substantial presence test: If you spend an average of 121 days or more in the US per year, you may be required to file a US tax return.

    • US tax services: Talbot & Associates has a dedicated US tax services team and files hundreds of US tax returns each year. Staying on top of your filing requirements helps ensure that you can collect any Social Security you may be entitled to, receive your refunds on time, and avoid penalties from the IRS. Visit our website for more information. 

      US tax services

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    • US tax info 
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    • FBAR: If you have a total of more than $10,000.00 in non-US financial accounts, you are required to file a Report of Foreign Bank and Financial Accounts (FBAR). 

      View the IRS's guidance

      Please complete our U.S. Tax FBAR Worksheet (Excel worksheet). 

      Download FBAR Worksheet

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  • Individual's tax information checklist

    Feel free to save your progress at any time (scroll to the bottom and click Save). 

  • Spouse/partner checklist will be on the next page (after clicking Next).

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    • Tax info 

    • Select all items that may apply. As you select items that apply, follow-up questions, tips, and file upload boxes will display, as applicable.

      (If you have already provided the relevant documents another way, you can submit the form without uploading documents in those fields.)

    • Browse Files
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    • Farming: Please complete our Statement of Farming Activities. 

      Download Statement of Farming Activities

       

      Fishing: Please complete our Statement of Fishing Activities. 

      Download Statement of Fishing Activities

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    • Rental property: Please complete our Statement of Real Estate Rentals (one statement per rental property). 

      Download Statement of Real Estate Rentals

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    • Self-employment: Please complete our Statement of Business Activities (one statement per business). 

      Download Statement of Business Activities

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    • Employment expenses: You (the individual) can deduct certain expenses (including any GST/HST) you paid to earn employment income. You can do this only if your employment contract required you to pay the expenses and you did not receive an allowance for them, or the allowance you received is included in your income. You must provide a copy of a signed T2200 form from your employer. 

      View the CRA's guidance

      Please complete our Statement of Employment Expenses (one statement per employment). 

      Download Statement of Employment Expenses

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    • Moving expenses: Generally, you (the individual) can claim moving expenses you paid in the year if both of the following apply:

      • You moved to a new home for work or full-time school
      • Your new home is at least 40 kilometres closer to your new work location or school

      View the CRA's guidance

      Please complete our Statement of Moving Expenses (one statement per move). 

      Download Statement of Moving Expenses

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    • Northern residents deduction: You (the individual) qualify if you lived, on a permanent basis, for a continuous period of at least six consecutive months in one or more of the following:

      • a prescribed northern zone (Zone A)
      • a prescribed intermediate zone (Zone B)

      If you have not lived in a prescribed zone for a continuous period of at least six consecutive months at the time you file your return, you do not yet qualify.

      View the CRA's guidance

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    • Working from home: You (the individual) can deduct certain expenses (including any GST/HST) you paid to earn employment income. You can do this only if your employment contract required you to pay the expenses and you did not receive an allowance for them, or the allowance you received is included in your income. You must provide a copy of a signed T2200 form from your employer. 

      View the CRA's guidance

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    • Disability tax credit (DTC): You (the individual) may be eligible for the DTC if a medical practitioner certifies that you have a severe and prolonged impairment or receive therapy to support a vital function. If you have not previously claimed the credit, talk to your doctor. If you qualify, they will need to submit an application to the CRA, and the CRA will then approve or deny the application. 

      View the CRA's guidance

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    •  - -

    • Home accessibility expenses: A qualifying individual can claim up to $20,000 per year in eligible expenses. To qualify, an individual must either be eligible for the disability tax credit or must be 65 years of age or older. Eligible renovations or expenses include those that make the home safer or more accessible, such as: 

      • Adding grab bars or hand rails
      • Installing walk-in tubs or wheel-in showers
      • Widening doorways for wheelchair accessibility
      • Lowering cabinets

      View the CRA's guidance

    • Browse Files
      Drag and drop files here
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      Cancelof

    • Manitoba primary caregiver credit: Individuals may qualify for this $1,400 refundable credit if they provided unpaid care to another individual living at home for at least 90 days. If you (the individual) have not previously claimed the credit, talk to your doctor. If you qualify, the doctor will need to submit an application, and the Manitoba Tax Office will then approve or deny the application. A renewal form must be submitted every three years. 

      View Manitoba's guidance

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    • Medical expenses: If the individual's medical expenses are simple, enter the totals below. If they are more complex, please use our Medical Worksheet. If you prefer to submit all of your receipts for us to compile, there will be an additional fee. 

      Download Medical Worksheet

      We do not require the individual's medical receipts to claim the medical expenses. However, we recommend that you keep them on hand to provide to the CRA in the case of a review. To view a list of common medical expenses and which are eligible to be claimed (such as dental, insurance premiums, and prescriptions), view the CRA's guidance. 

      View the CRA's guidance

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    • Rent paid: The Renters Affordability Tax Credit is a refundable credit of up to $525, with a top-up amount available for seniors. Only one renter per dwelling can claim the credit. 

      View Manitoba's guidance

    • Tuition: You (the individual) can claim any eligible tuition expenses, carry forward the amounts to a future year, or transfer all or part to your spouse or common-law partner, to their parent or grandparent, or to your parent or grandparent. The T2202 form recieved from the educational institution must be signed by the student to process a tuition transfer. It does not need to be signed for the student to claim tuition. 

    • Browse Files
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    • Volunteer firefighter or search & rescue: You (the individual) can claim $6,000 for the volunteer firefighters' amount (VFA) or search and rescue volunteers' amount (SRVA), but not both, if you meet all of the following conditions:

      • You were a volunteer firefighter or a search and rescue volunteer during the year.
      • You completed at least 200 hours of eligible volunteer firefighting services or eligible search and rescue volunteer services in the year.

      View the CRA's guidance

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    • US citizenship or green card: All US citizens and green card holders, even those who are Canadian residents, are required to file a US tax return. 

    • Substantial presence test: If you (the individual) spend an average of 121 days or more in the US per year, you may be required to file a US tax return.

    • US tax services: Talbot & Associates has a dedicated US tax services team and files hundreds of US tax returns each year. Staying on top of your (the individual's) filing requirements helps ensure that you can collect any Social Security you may be entitled to, receive your refunds on time, and avoid penalties from the IRS. Visit our website for more information. 

      US tax services

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    • US tax info 
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    • FBAR: If you (the individual) have a total of more than $10,000.00 in non-US financial accounts, you are required to file a Report of Foreign Bank and Financial Accounts (FBAR). 

      View the IRS's guidance

      Please complete our U.S. Tax FBAR Worksheet (Excel worksheet). 

      Download FBAR Worksheet

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  • Spouse/partner's tax information checklist

    Feel free to save your progress at any time (scroll to the bottom and click Save). 
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    • Tax info 

    • Select all items that may apply. If the supporting information for a particular item has already been provided in a previous section, there is no need to provide it again (e.g. shared childcare expenses or a joint rental property). 

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    • Farming: Please complete our Statement of Farming Activities. 

      Download Statement of Farming Activities

       

      Fishing: Please complete our Statement of Fishing Activities. 

      Download Statement of Fishing Activities

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    • Rental property: Please complete our Statement of Real Estate Rentals (one statement per rental property). 

      Download Statement of Real Estate Rentals

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    • Self-employment: Please complete our Statement of Business Activities (one statement per business). 

      Download Statement of Business Activities

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    • Employment expenses: You (your spouse/partner) can deduct certain expenses (including any GST/HST) you paid to earn employment income. You can do this only if your employment contract required you to pay the expenses and you did not receive an allowance for them, or the allowance you received is included in your income. You must provide a copy of a signed T2200 form from your employer. 

      View the CRA's guidance

      Please complete our Statement of Employment Expenses (one statement per employment). 

      Download Statement of Employment Expenses

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    • Moving expenses: Generally, you (your spouse/partner) can claim moving expenses you paid in the year if both of the following apply:

      • You moved to a new home for work or full-time school
      • Your new home is at least 40 kilometres closer to your new work location or school

      View the CRA's guidance

      Please complete our Statement of Moving Expenses (one statement per move). 

      Download Statement of Moving Expenses

    • Browse Files
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      Choose a file
      Cancelof

    • Northern residents deduction: You (your spouse/partner) qualify if you lived, on a permanent basis, for a continuous period of at least six consecutive months in one or more of the following:

      • a prescribed northern zone (Zone A)
      • a prescribed intermediate zone (Zone B)

      If you have not lived in a prescribed zone for a continuous period of at least six consecutive months at the time you file your return, you do not yet qualify.

      View the CRA's guidance

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    • Working from home: You (your spouse/partner) can deduct certain expenses (including any GST/HST) you paid to earn employment income. You can do this only if your employment contract required you to pay the expenses and you did not receive an allowance for them, or the allowance you received is included in your income. You must provide a copy of a signed T2200 form from your employer. 

      View the CRA's guidance

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    • Rows

    • Disability tax credit (DTC): You (your spouse/partner) may be eligible for the DTC if a medical practitioner certifies that you have a severe and prolonged impairment or receive therapy to support a vital function. If you have not previously claimed the credit, talk to your doctor. If you qualify, they will need to submit an application to the CRA, and the CRA will then approve or deny the application. 

      View the CRA's guidance

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    •  - -

    • Home accessibility expenses: A qualifying individual can claim up to $20,000 per year in eligible expenses. To qualify, an individual must either be eligible for the disability tax credit or must be 65 years of age or older. Eligible renovations or expenses include those that make the home safer or more accessible, such as: 

      • Adding grab bars or hand rails
      • Installing walk-in tubs or wheel-in showers
      • Widening doorways for wheelchair accessibility
      • Lowering cabinets

      View the CRA's guidance

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Manitoba primary caregiver credit: Individuals may qualify for this $1,400 refundable credit if they provided unpaid care to another individual living at home for at least 90 days. If you (your spouse/partner) have not previously claimed the credit, talk to your doctor. If you qualify, the doctor will need to submit an application, and the Manitoba Tax Office will then approve or deny the application. A renewal form must be submitted every three years. 

      View Manitoba's guidance

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Medical expenses: If your spouse/partner's medical expenses are simple, enter the totals below. If they are more complex, please use our Medical Worksheet. If you prefer to submit all of your receipts for us to compile, there will be an additional fee. 

      Download Medical Worksheet

      We do not require your spouse/partner's medical receipts to claim the medical expenses. However, we recommend that you keep them on hand to provide to the CRA in the case of a review. To view a list of common medical expenses and which are eligible to be claimed (such as dental, insurance premiums, and prescriptions), view the CRA's guidance. 

      View the CRA's guidance

    • Browse Files
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    • Rent paid: The Renters Affordability Tax Credit is a refundable credit of up to $525, with a top-up amount available for seniors. Only one renter per dwelling can claim the credit. 

      View Manitoba's guidance

    • Tuition: You (your spouse/partner) can claim any eligible tuition expenses, carry forward the amounts to a future year, or transfer all or part to your spouse or common-law partner, to their parent or grandparent, or to your parent or grandparent. The T2202 form recieved from the educational institution must be signed by the student to process a tuition transfer. It does not need to be signed for the student to claim tuition. 

    • Browse Files
      Drag and drop files here
      Choose a file
      Cancelof

    • Volunteer firefighter or search & rescue: You (your spouse/partner) can claim $6,000 for the volunteer firefighters' amount (VFA) or search and rescue volunteers' amount (SRVA), but not both, if you meet all of the following conditions:

      • You were a volunteer firefighter or a search and rescue volunteer during the year.
      • You completed at least 200 hours of eligible volunteer firefighting services or eligible search and rescue volunteer services in the year.

      View the CRA's guidance

    • Browse Files
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    • Browse Files
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    • US citizenship or green card: All US citizens and green card holders, even those who are Canadian residents, are required to file a US tax return. 

    • Substantial presence test: If you (your spouse/partner) spend an average of 121 days or more in the US per year, you may be required to file a US tax return.

    • US tax services: Talbot & Associates has a dedicated US tax services team and files hundreds of US tax returns each year. Staying on top of your (your spouse/partner's) filing requirements helps ensure that you can collect any Social Security you may be entitled to, receive your refunds on time, and avoid penalties from the IRS. Visit our website for more information. 

      US tax services

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    • US tax info 
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    • FBAR: If you (your spouse/partner) have a total of more than $10,000.00 in non-US financial accounts, you are required to file a Report of Foreign Bank and Financial Accounts (FBAR). 

      View the IRS's guidance

      Please complete our U.S. Tax FBAR Worksheet (Excel worksheet). 

      Download FBAR Worksheet

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  • Submit documents

  • New clients: Please authorize Talbot & Associates as your CRA representative by following the directions on our website at the link below. 

    Set Up Your CRA Account

  • Missing information: Please provide details of what information is missing in the message box below.

    Note that we will not start working on your return until we have received the missing information. You'll receive weekly reminders that we are missing information, until the information is provided. 

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  • Thank you for choosing Talbot & Associates for the preparation of your income tax return. 

    Once we have received your complete information, we will begin preparing your return. When your retun has been prepared, it will be reviewed by a senior staff member, and then again by one of our partners to ensure that it is correct and to ensure that we have helped you take advantage of all tax saving opportunities. 

    Our general timeline for personal tax returns is about 2 weeks. When your return is ready, our Directors of First Impressions will reach out to let you know. After we have received signatures authorizing us to file and payment for our services, we will file your return. 

    Note that the Canada Revenue Agency (CRA) occasionally reviews tax returns. These processing reviews are a normal part of their process and are not an indication that anything in your return is incorrect. If you receive a CRA notification of a processing review and would like assistance in responding to it, please let us know. Our fees for helping you respond to a processing review or audit would be based on the complexity of the response. 

    If you have any questions about our process or your tax return, please let us know. We look forward to working with you! 

     

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