Section 1 | My Contact Information

IMPORTANT: This questionnaire was designed to help you in compiling the information necessary to prepare your tax return. This form should be filled out for every individual in your household for whom we are filing a tax return.

First Name *

Last Name *

Phone *

Email *

Date of birth *

Street Address *

The address you wish to use to file your tax return is where you will receive mailings from the governments including cheques.

City *

Province/State

Country *

Postal code

Social Insurance Number

Only enter if you are a NEW client

Did your marital status change during the year? *

Yes

No

Details on change in marital status *

Are you a Canadian citizen? *

Yes

No

Do you want us to notify Elections Canada for the National Register of Electors? *

Yes

No

Do you want register for direct deposit? *

Yes

No

If you've already registered for direct deposit, then select NO. If you choose YES, please provide a void cheque below. For Quebec residents, you must be registered for direct deposit to receive the Quebec Solidarity Tax Credit

VOID Cheque Photo

Section 2 | Spouse & Family Details

Are you filing a return with a spouse/partner? *

Yes

No

Spouse Name *

Spouse Date of Birth *

Spouse SIN

If we field your tax return last year, you do NOT need to share your spouse's SIN number again. If you are a NEW client, please share your SIN number.

Spouse Net Income *

Spouse Email address *

Spouse Telephone Number *

Do you have any children/dependants? *

Yes

No

Child / Dependant(s) Names

Child / Dependant(s) Dates of Birth

Child / Dependant(s) Social Insurance Numbers

If we field your tax return last year, you do NOT need to share the SINs. If you are a NEW client, please share the SINs.

Section 3 | Basic Documentation Checklist

Please check all the items that you’ve attached

Federal T4 & Quebec Releve-1 Statement of Employment Income (if you worked during the year)

Federal Notice of Assessment (if you filed taxes the previous year)

Quebec Notice of Assessment (if you filed taxes the previous year)

Slips & Documents Upload:

You can take multiple pictures from your phone camera by repeatedly clicking on upload button here to upload multiple slips to us.

Section 4 | Detailed Documentation Checklist

Did you own foreign property with a total cost amount of more than $100,000 CAD, at any time during the year? If so, please provide details. *

Yes

No

Foreign Property - Details *

Did you earn any foreign sources of income during the year? If yes, please provide us with the sources of documentation *

Yes

No

Foreign Sources of Income - Details *

Did you sell your home last year? The sale of your principal residence is generally not taxable, however it must be disclosed to the CRA. *

Yes

No

Have you ever filed for personal bankruptcy? *

Yes

No

Did you acquire, dispose of, or trade any virtual (crypto) currencies during the year? If so, please provide a summary of all activity *

Yes

No

Crypto Activity Details *

Did you pay for a digital news subscription with a Qualified Canadian Journalism Organization? *

Yes

No

If yes, please indicate the amount. Click on the link below to see list of qualified organizations.

Digital Subscription Amount *

Did you incur any tuition, education, or textbook expenses, or have such an amount transferred to you from a child? If so, please provide the T2202 receipts from the institution. *

Yes

No

T2202 Receipts *

Did you incur any tuition fees that qualify for the Canada Training Credit? If so, please provide the receipts. *

Yes

No

Tuition Fees Receipts for Canada Training Credit *

Did you have any medical or dental expenses that were NOT covered by insurance? *

Yes

No

Only medical expenses that EXCEED the lower of 3% of your net income (or $2,759 for 2024) are eligible for a tax credit. Eg. Say you earn $60,000, then the first 3% = $1,800 is not deductible. So, if you have $1,000 in medical expenses, it NONE of it is deductible. IF, you have $2,000 in medical expenses, then only $200 of that is deductible. IF you DO HAVE medical expenses, please download and fill out the template from the link below after selecting Yes above. Please REMEMBER to include medical insurance premiums paid. Note that you can include medical expenses for any 12-month period that ends in calendar year 2024 that haven't been claimed in a prior year.

Medical Expenses File Upload *

Did you make any RRSP contributions? *

Yes

No

RRSP Receipts Upload *

If yes, please submit the RRSP contribution receipts.

Did you earn investment income outside an RRSP or TFSA? *

Yes

No

Investment Income Upload *

If yes, please submit the investment income receipts here.

Did you receive income from self-employment (sole proprietorship)? *

Yes

No

If yes, please download and fill out the template after selecting Yes above.

Self-Employment File Upload *

Did you receive income from a rental property? *

Yes

No

If yes, please download and fill out the template after selecting Yes above.

Rental Property File Upload *

Did you make any charitable donations? If yes, please fill out the attached Charitable Contributions template. *

Yes

No

Charitable Donations File Upload *

Did you move more than 40km, within Canada, during the year to be closer to work and/or school? *

Yes

No

If the answer is yes please provide details.

Details for move: *

Did you work from home as an employee and receive a T2200 slip from your employer? If so, please fill out the attached “Home Office Expenses for Employees” template. *

Yes

No

Home Office Expense File Upload *

Did you provide space in your home to your business for an office or other use, where it is either: a) your principal place of business, b) you use the space only to earn your business income and you use it on a regular and ongoing basis to meet your clients, customers or patients. *

Yes

No

If so, please fill out the attached “Business Use of Home” template.

Business Use of Home File Upload *

Did you receive any employment income from another province, outside your current home province, yet in Canada? *

Yes

No

Did you move to another province within Canada or another country? *

Yes

No

If yes, please provide details.

Details for province/country move: *

Section 5 | Quebec Residents Only | Detailed Documentation Checklist

Do you live in Quebec? *

Yes

No

Do you live alone? *

Yes

No

Were you covered, during a portion of/throughout the year, by a private medical insurance plan covering prescription drugs? *

Yes

No

If yes, for which month(s)?

Months covered by private medical plan *

Did you pay for any children’s activities? If so, please provide a summary of expenses incurred or the receipts. *

Yes

No

Children activity receipts upload *

If there is any other information not covered in our profile assessment that has an impact on your personal tax filing, please input your comments in the section below: *

Collaboration and Data Accuracy

We appreciate the opportunity to work with you and advise you on income tax matters. Although not exhaustive, the purpose of this Personal Tax Assessment Form is to gather all the necessary information that have an impact on your personal tax return. If there's any other information not covered, it's your responsibility to proactively provide us with all the information required to prepare complete and accurate returns.

The Canada Revenue Agency (CRA) imposes penalties upon taxpayers, and upon us as tax return preparers, for failure to observe due care in reporting on your income tax returns. We are diligent in our work and it's our responsibility to prepare your tax return correctly, in compliance with the Income Tax Act. However, our accuracy is dependent on the information that you provide to us.

Although we may ask you for clarification on some of the information, in the preparation of your income tax return, such validation is not to be considered as an audit; as we do not perform audits.

You should retain all the documents and other data that form the basis of your income and deductions. These may be necessary to prove the accuracy and completeness of the return to the CRA. You have the final responsibility for the income tax return and therefore, you should review it carefully before you sign it.

By signing this form, you acknowledge that you will provide us with accurate and complete information necessary to prepare your tax return. This includes informing us of all interests you held in foreign properties with an aggregate cost in excess of $100,000 at any time in the year, as well as all income from any foreign properties regardless of their aggregate value. The CRA may select your return for review. CRA representatives will often request copies of your receipts, and sometimes they may even require a full audit. Any adjustments proposed by the CRA are subject to certain rights of appeal with the Tax Court of Canada.

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You will get a copy of responses emailed to you as well. Any discrepancies should be identified to us immediately.

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2024 Personal Tax Assessment Form

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