Income Tax QuestionnaireIncome tax questionnaireTax YearTitle- Select -Mr.Ms.Mrs.First NameLast NamePhone/MobileEmailDid you marital status changed during the year? Yes NoWhat is your new status?- Select -SingleMarriedCommon LawDivorsedWidowedDate of changeSpouse's first and last nameSpouse's EmailSpouse's SINSpouse's Date of birthDid your SIN changed during the year? Yes NoIf yes, please enter new SIN below:Did your address changed during the year? Yes NoIf YES, please provide the new addressAddress Line 1Apt./ Unit No. (if applicable)CityProvincePostal CodeDid you had any child born during the tax year? Yes NoChild's First NameChild's Last NameChild's Date of birthDid you immigrate to Canada in the tax year? Yes NoIF YES, please provide the date you entered CanadaDid you paid any college or university tuition fees during the year? Yes NoIf YES, please uplaod T2202a for the college fees.Choose File Have you already setup direct deposit with CRA? (if you are filing tax in Canada for first time, please select NO) Yes NoIf NO, please upload your bank direct deposit form or void cheque or you can enter you bank details below.Choose File Branch NumberInstituiton NumberAccount NumberSources of IncomeCheck any of the following that you received income from in the tax year T4 - Employment Income T4RSP - RRSP Income T4RIF - RRIF Income T3 - Trust Income T5 - Dividends/ Interest T5008 - Capital Gains T4E- Employment Insurance Benefits T4PS- Employee Profit Sharing Plan T5007 - Social Assistance/ Worker's Compensations T4OAS - Old Age Security T4AP - Canadian Pension Tips or Gratuities Rental Income Self-Employment/ Commission IncomePlease upload T4, T5, T4RSP, T4RIF, T3, T5008, T4E, T4PS, T5007, T4OAS T4AP, T5 or any related document for the tax yearChoose File Please provide the amont of tips or gratuities earned during the tax yearHow many rental properties do you have?Rental property 1Please provide rental property addressTotal Rental Income1. Advertisement2. Insurance3. Interest4. Office expenses5. Legal, Accounting, Professional Fees6. Management and Administrative Fees (Condo Fee)7. Repairs and Maintenance8. Property Taxes9. Telephone and Internet10. UtilitiesRental property 2Please provide rental property addressTotal Rental Income1. Advertisement2. Insurance3. Interest4. Office expenses5. Legal, Accounting, Professional Fees6. Management and Administrative Fees (Condo Fee)7. Repairs and Maintenance8. Property Taxes9. Telephone and Internet10. UtilitiesRental property 3Please provide rental property addressTotal Rental Income1. Advertisement2. Insurance3. Interest4. Office expenses5. Legal, Accounting, Professional Fees6. Management and Administrative Fees (Condo Fee)7. Repairs and Maintenance8. Property Taxes9. Telephone and Internet10. UtilitiesRental property 4Please provide rental property addressTotal Rental Income1. Advertisement2. Insurance3. Interest4. Office expenses5. Legal, Accounting, Professional Fees6. Management and Administrative Fees (Condo Fee)7. Repairs and Maintenance8. Property Taxes9. Telephone and Internet10. UtilitiesRental property 5Please provide rental property addressTotal Rental Income1. Advertisement2. Insurance3. Interest4. Office expenses5. Legal, Accounting, Professional Fees6. Management and Administrative Fees (Condo Fee)7. Repairs and Maintenance8. Property Taxes9. Telephone and Internet10. UtilitiesExpenses/ DeductionsCheck any of the following that you paid in the tax year Donations Medical Expenses (Including payments for medical plans or travel insurance) Interest on Student Loan Property Taxes or Rent Investment Income Expenses (Including loan interest on money borrowed) Employment Expenses Child Care Expenses RRSP Contribution Moving expensesPlease provide the amount donated during the tax yearPlease upload the donation receiptsChoose File Please provide the total amount spent on prescribed medical expensesPlease provide the amount of interest paid on student loan in CanadaPlease provide the amount of rent/ property tax paid during the tax year. If the rent/ property tax is paid for more than 2 properties, please mention the address and duration of stay in monthsPlease provide signed T2200 form for the tax year from your employer and provide the total annual expenses of your home belowChoose File Home InternetRentHeatHydroWater/ SewageProperty TaxPlease uplaod receipts of child care expenses during the tax yearChoose File Please uplaod RRSP contribution receipts for the tax yearChoose File Notes/ Comments (if any) Submit Form
