Call us today! 416-546-7327
80 Finch Ave West- Unit 200A, North York ON, M2N2H4
Clients Forms
Personal Information Form – Per family unit
Tax Questioner – Per each tax payer
Corporate Tax (New Client Information Form)
New Corporation (Information Questionnaire to incorporate)
Book an appointment
Facebook
Instagram
Telegram
Youtube
HOME
SERVICES
PERSONAL TAX RETURNS
CORPORATE TAX RETURNS
ACCOUNTING AND BOOKKEEPING SERVICES
PAYROLL SERVICES
INCORPORATION SERVICES
RESOURCES
INFO CENTER
FORMS
TAX TOOLS
FINANCIAL TOOLS
Blog
About
Contact Us
Tax Questioner – Per each tax payer
1. Personal Information
Taxpayer
Title
Select title
Mr.
Ms.
Mrs.
First name
*
Last name
*
Email
*
Phone
*
Spouse
Marital Status
*
Married
Single
Common-Law
Separated
Divorced
Widowed
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
No
Did the taxpayer close an investment account during the year?
*
Yes
No
6. Other Tax Information
3. Other Tax Information
1. Did you have any Canadian source income during the year?
*
Yes
No
please tick the source of income in the below schedule
Employment income T4
Commission income (T4 or T4A)
Profit sharing income (T4PS)
Taxable disability income (T4A)
Old Age Security T4(OAS)
Canada Pension Plan (T4AP)
Other pensions/annuities (T4A)
Employment Insurance benefits (T4E)
Dividend income (T3 or T5)
Interest income (T3 or T5)
Limited partnership income (T5013)
RRSP income (T4RSP)
RRSP withdrawals (T4RSP)
RRIF income (T4RIF)
Scholarships & bursaries (T4A)
Workers' Compensation benefits (T5007)
Social assistance payments (T5007)
Government support (T4A)
Other type- please clarity
2. Did you have any self-employed/Business income?
*
Yes
No
Used a vehicle for business
*
Yes
No
Was it leased or purchased during the tax year?
*
Yes
No
Used a portion of home for business
*
Yes
No
3. Did you own any rental property and have any rental income during the year including the property you live in?
*
Yes
No
4. Did you dispose of any property (residential or rental) during the year?
*
Yes
No
5. Did you have sale of any investments including shares, crypto currencies, and any other types of securities?
*
Yes
No
6. Did you have any foreign income from any source?
*
Yes
No
Please select the source
*
Employment income
Business income
investment income
another source
7. Did you sell any foreign property during the year?
*
Yes
No
Did you transfer any money to Canada?
*
Yes
No
8. Did you receive any Tips & gratuities during the year that was not shown on your tax slips?
*
Yes
No
9. If an owner manager of a corporation, did you have any shareholder loan outstanding during the year?
*
Yes
No
10. Did you receive or pay any Child and/or spousal support per separation agreement?
*
Yes
No
11. Did you receive any interest during the year on refund from CRA?
*
Yes
No
12. Did you purchase a new home during the year and are eligible to claim the first time home buyer?
*
Yes
No
13. Did you withdraw or make any payment for the Home buyers plan?
*
Yes
No
14. Did you make any RRSP contributions during the year or in the first sixty days of the next year?
*
Yes
No
15. Did you open one or more FHSA in 2023?
*
Yes
No
16. Did you pay any Union dues & professional fees including lawyer or accountant?
*
Yes
No
17.Did you pay any childcare expense to a daycare or similar centers such as after school programs and get official tax receipt?
*
Yes
No
18. Did you have any moving expenses during the year?
*
Yes
No
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
No
20. Did you pay any interest on student loan?
*
Yes
No
21. Did you, or your spouse or children pay any tuition fees (form T2202)?
*
Yes
No
22. Do you wish to transfer tuition fees from dependents if possible?
*
Yes
No
23. Did you or spouse made any charitable donation?
*
Yes
No
24. Did you have any provincial or federal political contribution?
*
Yes
No
25. Were you eligible to claim any employment expenses?
*
Yes
No
Do you have a copy of the signed T2200?
*
Yes
No
26. Did you have any medical expenses for you, your spouse or any of your dependent?
*
Yes
No
27. Did you have any public transit expenses for travel during the year (for Ontario seniors only)?
*
Yes
No
28. Did you pay any tax instalments to CRA?
*
Yes
No
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
Submit
