Tax Questioner - Personal

Call us today! 416-546-7327

80 Finch Ave West- Unit 200A, North York ON, M2N2H4

Tax Questioner – Per each tax payer

1. Personal Information

Taxpayer

Title

First name*

Last name*

Email*

Phone*

Spouse

Spouse information

First name.*

Last name.*

5. Changing in financial situation

2. Changing in financial situation

Did the taxpayer declare bankruptcy during the year?*

Yes

Did the taxpayer close an investment account during the year?*

Yes

6. Other Tax Information

3. Other Tax Information

1. Did you have any Canadian source income during the year?*

Yes

Other type- please clarity

2. Did you have any self-employed/Business income? *

Yes

Used a vehicle for business*

Yes

Was it leased or purchased during the tax year?*

Yes

Used a portion of home for business*

Yes

3. Did you own any rental property and have any rental income during the year including the property you live in?*

Yes

4. Did you dispose of any property (residential or rental) during the year?*

Yes

5. Did you have sale of any investments including shares, crypto currencies, and any other types of securities?*

Yes

7. Did you sell any foreign property during the year?*

Yes

Did you transfer any money to Canada?*

Yes

8. Did you receive any Tips & gratuities during the year that was not shown on your tax slips? *

Yes

9. If an owner manager of a corporation, did you have any shareholder loan outstanding during the year?*

Yes

10. Did you receive or pay any Child and/or spousal support per separation agreement? *

Yes

11. Did you receive any interest during the year on refund from CRA?*

Yes

12. Did you purchase a new home during the year and are eligible to claim the first time home buyer?*

Yes

13. Did you withdraw or make any payment for the Home buyers plan? *

Yes

14. Did you make any RRSP contributions during the year or in the first sixty days of the next year? *

Yes

15. Did you open one or more FHSA in 2023?*

Yes

16. Did you pay any Union dues & professional fees including lawyer or accountant?*

Yes

17.Did you pay any childcare expense to a daycare or similar centers such as after school programs and get official tax receipt?*

Yes

18. Did you have any moving expenses during the year? *

Yes

19. Did you pay any interest on an investment loan that borrowed to invest on a property that generated or will generate investment income?*

Yes

20. Did you pay any interest on student loan? *

Yes

21. Did you, or your spouse or children pay any tuition fees (form T2202)?*

Yes

22. Do you wish to transfer tuition fees from dependents if possible?*

Yes

23. Did you or spouse made any charitable donation?*

Yes

24. Did you have any provincial or federal political contribution? *

Yes

25. Were you eligible to claim any employment expenses? *

Yes

Do you have a copy of the signed T2200? *

Yes

26. Did you have any medical expenses for you, your spouse or any of your dependent? *

Yes

27. Did you have any public transit expenses for travel during the year (for Ontario seniors only)?*

Yes

28. Did you pay any tax instalments to CRA? *

Yes

29. Do you want your tax refund deposited directly to your bank account?*

Yes

No (Direct deposit requested last year or I do not wish to do so)

Branch number (5 digits)*

Institution (3 digits)*

Account number (maximum 12 digits)*

Additional notes and information in case we should be aware of them including the above questions

M&R Tax Pros is an Ontario-based Accounting corporation that is helping variety of businesses and sole proprietorships including entrepreneurs across Ontario. We make a difference by helping you as our clients or our wider communities achieving potential through minimizing tax and making better business decisions.

Call us today! 416-546-7327

80 Finch Ave West- Unit 200A, North York ON, M2N2H4

Tax Questioner – Per each tax payer

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