Income Tax QuestionnaireIncome tax questionnaireTax YearTitle- Select -Mr.Ms.Mrs.First NameLast NamePhone/MobileEmailDid your marital status changed during the year? Yes NoWhat is your new status?- Select -SingleMarriedCommon LawDivorcedWidowedSeparatedDate of changeSpouse's first nameSpouse's Date of birthSpouse's last nameSpouse's PhoneSpouse's SINSpouse's EmailSpouse SIN Spouse is a non-resident of CanadaAmount paid or receivedDid you pay or receive spousal support during the year? Yes No Your personal data will be used strictly for tax preparation. See Privacy PolicyDid your SIN changed during the year? Yes NoIf yes, please enter new SIN below: Your personal data will be used strictly for tax preparation. See Privacy PolicyDid your address changed during the year? Yes NoIf YES, please provide the new addressAddress Line 1Apt./ Unit No. (if applicable)CityProvincePostal CodeDid you pay any rent during the year? Yes NoPlease provide the amount of rent/ property tax paid during the tax year. If the rent/ property tax is paid for more than 2 properties, you can add additional fields to mention the address and duration of stay in months Address Months at that address Total rent paid Landlord name Did you had any child born during the tax year? Yes NoChild's First NameChild's Last NameChild's Date of birthChild's SIN (If available) Your personal data will be used strictly for tax preparation. See Privacy PolicyDid 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 T2202 for the college fees.Upload T2202 (Tuition slips) Sources 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/ Workers' Compensations T4OAS - Old Age Security T4AP - Canadian Pension Tips or Gratuities Rental Income Self-Employment/ Commission Income/ Uber/ Skip The Dishes/ LyftPlease upload all T4 and related slipsUpload T4 Slips Please upload all T5, T3, T5008, T4PS, T5007 and related slipsUpload T5, T3, T5008, T4PS slips Please upload T4RSP, T4RIF and related slipsUpload T4RSP, T4RIF Please upload T4E, T5007, T4OAS T4AP or any related slipsUpload T4E, T5007, T4OAS, T4AP Please provide the amount 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. UtilitiesSelf-Employment/ Commission IncomePlease upload all Uber/ Lyft/ Skip the dishes/ Door Dash income statementsUpload all Uber/ Lyft/ Skip the dishes/ Door Dash income statements Are you registered for GST/ HST Yes NoMeals and entertainmentBank chargesLicences and membershipsProfessional feesTelephone expensesDid you used your personal vehicle for Uber/ Lyft/ Skip the dishes/ Door Dash Yes NoPlease provide vehicle information and expenses paid during the yearTotal KM drivenKM driven for businessVehicle make and modelVehicle fuelVehicle repair and maintenanceVehicle insuranceVehicle lease (if any)Vehicle lease (if any)If you bought new vehicle during the year, please upload bill of saleUpload bill of sale Expenses/ 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 Investment Income Expenses (Including loan interest on money borrowed) Employment Expenses Child Care Expenses RRSP Contribution Moving expenses Union DuesPlease provide the amount donated during the tax yearPlease upload the donation receiptsUpload donation receipts Please provide the total amount spent on prescribed medical expensesPlease provide the amount of interest paid on student loan in CanadaPlease provide signed T2200 form for the tax year from your employer and provide the total annual expenses of your home belowUpload T2200 form Home InternetRentHeatHydroWater/ SewageProperty TaxPlease uplaod receipts of child care expenses during the tax yearUpload child care receipts Please uplaod RRSP contribution receipts for the tax yearUpload RRSP contribution slips Moving ExpensesDate of moveNew home addressDate you started to work at the new locationOld home addressNew employer name and addressOld employer name and addressPlease uplaod union dues receipts for the tax yearUpload union dues receipt Notes/ Comments (if any) Submit Form
