Accounting Services

Personal Tax Form

Please fill out your tax information below

We will review the information submitted and will contact you to confirm details or any missing pieces.

- Step 1 of 3

Taxpayer Name *

Taxpayer Date of Birth* *

Taxpayer Phone Number *

Email *

Marital Status *

Married
Single
Common-law
Separated
Divorced
Widowed

Spouse Name *

Spouse Date of Birth *

Spouse Phone Number* *

Did your marital status change in the year? *

Date of martial status change

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Resident of Canada in 2023 (Status Change)

Became a Resident
No Longer a Resident
No Change

On what date did this status change take place? *

Is this return for a deceased person? *

Date of Death *

Are you a Canadian Citizen? *

Do you authorize the Canada Revenue Agency to give your name, address, date of birth, and citizenship to Elections Canada for the National Register of Electors? *

I authorize CRA to provide my name and email address to Ontario Health so that Ontario Health (Trillium Gift of Life) may contact or send information to me by email about organ and tissue donation?

Did you own or hold foreign property at any time in 2010 with a total cost of more than CAN$100,000? *

Are You a New Client? *

Upload a Copy of Your 2022 Tax Return *

Click or drag files to this area to upload. You can upload up to 5 files.

PDF, PNG, JPG, and Doc files only. Max file size 3 MB

Do You Have a Copy of Your 2022 Notice of Assessment? *

Upload a Copy of Your 2022 Notice of Assessment *

Click or drag files to this area to upload. You can upload up to 5 files.

PDF, PNG, JPG, and Doc files only. Max file size 3 MB

Do you have any other correspondence received from CRA? *

Upload Other Correspondence Received From CRA *

Click or drag files to this area to upload. You can upload up to 5 files.

PDF, PNG, JPG, and Doc files only. Max file size 3 MB

Do you want your return filed electronically? *

Yes (no extra charge)
No ($5 processing fee)

How do you want your tax return and documentation delivered once it is complete? *

I will pick it up
Mail it to my home (postage fee will be charged, approximately $7.50)
Courier to my home (courier fee will be charged, approximately $11 - may not be available for out of town)
Other (please specify below)

What's your other delivery method?

Select Income/Deduction items applicable *

Income from employment (T4)
Income from employment (T4A)
Employment insurance income (T4E)
Professional/association fees (Official Receipts)
Employment expenses (T2200)
Pension/retirement income (T4A - OAS)
Pension/retirement income (T4AP)
Pension/retirement income (T4RIF)
Pension/retirement income (T4A)
Mutual Funds/Estate/Trust (T3)
Dividends/Interest Income/CSBs (T5)
Partnership/Tax Shelters (T5013)
Safety deposit box
Self employment income
Rental income
Tuition Fees
Student loan interest
Universal Child Care Benefit
Charitable donations/political donations
Medical expenses
Child participation in physical activity
Public transport passes (monthly or longer)
Alimony/support(agreement prior to May 1/97)
RRSP contributions or withdrawals
Child care expenses
Property tax or rent paid in the year
Disability credit for self or dependant
Instalment payments made

Documentation is required, please enclose all copies.

Upload All Income/Deduction Documentation *

Click or drag files to this area to upload. You can upload up to 10 files.

Employment Expenses

Must enclose signed T2200

Accounting and Legal *

Meals and Entertainment *

Parking *

Telephone *

Advertising and Promotion *

Lodging *

Office Supplies *

Other *

Are you registered for GST? *

Is GST included in expenses? *

Any other expenses to claim? *

Automobile Expenses
Home Office Expenses
No Other Expenses

Self Employment Income and Expenses

Name of Business *

Type of Business *

Revenue *

Cost of Sales *

Licenses, Dues, and Fees *

Interest/Bank Charges *

Office Supplies *

Rent/Occupancy Cost *

Telephone and Internet *

Advertising *

Insurance *

Meals and Entertainment *

Legal and Accounting *

Salaries *

Travel *

Other Expenses *

Did you purchase any Equipment for the business this year? *

Equipment Description

Equipment Purchase Date

Equipment Cost *

Did you purchase any Furniture for the business this year? *

Furniture Description

Furniture Purchase Date

Furniture Cost *

Automobile Expenses

Year and make of car *

Total km driven in year *

Purchase Price *

Business use % *

Fuel *

Insurance *

Loan Interest *

Lease Payments *

Auto Allowance Received *

Repairs *

Licensing *

Other Automobile Expense *

Other Automobile Expense Cost *

Home Office Expenses

Percent of House Used *

Heat *

Water *

Maintenance and Repairs *

Property Taxes *

Hydro *

Insurance *

Mortgage Interest/Rent *

Other Home Office Expense *

Other Home Office Expense Cost *

Rental Property Income and Expenses

Address *

Address Line 1

Address Line 2

City

State

Zip Code

Ownership Share *

Rent Collected *

Number of Rental Units *

Advertising *

Mortgage Interest *

Property Tax *

Insurance *

Repairs *

Utilities *

Other Rental Property Expenses* *

Did you do any major renovations to the rental property this year? *

Renovation Description *

Renovation Completion Date *

Renovation Cost *

Did you purchase any equipment for the rental property this year? *

Equipment Description *

Equipment Purchase Date *

Equipment Cost *

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Accounting Services

Personal Tax Form

Please fill out your tax information below

Employment Expenses

Self Employment Income and Expenses

Automobile Expenses

Home Office Expenses

Rental Property Income and Expenses

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