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PERSONAL TAX RETURNS

CORPORATE TAX RETURNS

ACCOUNTING AND BOOKKEEPING SERVICES

PAYROLL SERVICES

INCORPORATION SERVICE

FINANCIAL TOOLS

PERSONAL TAX RETURNS

CORPORATE TAX RETURNS

ACCOUNTING AND BOOKKEEPING SERVICES

PAYROLL SERVICES

INCORPORATION SERVICE

FINANCIAL TOOLS

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Tax Questioner – Per each tax payer

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- Step 1 of 2

1. Personal Information

Taxpayer

Title *

First Name *

Last Name *

Email *

Phone

Marital Status *

Married
Single
Common-Law
Separated
Divorced
Widowed

Spouse information

First Name

Last Name

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

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

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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

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

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Forms

Personal Information Form

Tax Questioner – Personal

Corporate Tax (New Client Information Form)

New Corporation (Information Questionnaire to incorporate)