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Tax Questionnaire
DavidS
2015-12-18T04:54:52+00:00
Personal Tax Checklist
In order to help us complete your tax return as quickly as possible, complete the following form to the best of your ability. Once we have reviewed your information we will set up a time to call you to discuss.
Step 1 of 4
25%
Contact Information
Name
*
First
Last
Confidential e-mail address
*
Best Phone Number to Reach You
*
This Number is My:
Home Number
Work Number
Cell Number
Best Time to Call
The phone number to give Canada Revenue Agency
*
Address
Street Address
City
Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland & Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Postal Code
Tax Information
Please complete the following to the best of your ability
Date of Birth
mm/dd/yyyy
Province of Residence of Dec. 31st of tax year
Alberta
British Columbia
Saskatchewan
Manitoba
Ontario
Quebec
Nova Scotia
New Brunswick
Prince Edward Island
Newfoundland
Northwest Territories
Yukon Territories
Nunavut
Marital Status on Dec. 31st of tax year
Single
Married
Common Law (CLP)
Separated
Divorced
Widowed
Did Marital Status change in tax year?
Yes
No
Spouse Name
First
Last
Spouse Date of Birth
mm/dd/yyyy
# of Children/Dependants
List of Children/Dependants (click "+" to add more dependants)
*
First Name (& Last if Different)
Male (M) or Female (F)
Date of Birth (mm/dd/yy)
Have more than one dependant? Click the "+" sign to the right of the fields above to add more employers.
Other information or questions about your marital status, spouse or dependants?
Income
Which of these sources of income did you receive in the tax year?
T4
T5/T3
Commission
Child Tax Credit
Capital Gains
Rental
Pension
RRSP
TIPS
CPP
OAS
EI
Self-Employment
# of T4's
List of T4 Employers (click "+" to add more employers)
Have more than one employer? Click the "+" sign to the right of the fields above to add more employers.
Income Questions
Please check all of the following that applied to you in the tax year:
I received payments for volunteer positions (e.g. fire fighting or rescue)
I received a CPP lump sum paymenmt
I disposed of stock or bonds outside of my RRSP
I disposed of real estate
I sold other big ticket items (e.g. racehorses, jewelery)
I received a scholarship or bursary in the year
Other information or questions about your income?
Deductions
Please check all of the following that applied to you in the tax year:
I purchased RRSP's
I had a Life Long Learning Plan or Home Buyers Plan
I paid union dues or professional fees
I paid interest on money borrowed to invest
Me and/or someone in my family used transit on regular basis (eliminated in 2018)
I paid someone to provide child care
I paid child fitness amounts (eliminated in 2017)
I paid for my child to attend artistic, cultural, recreational or developmental activities (eliminated in 2017)
I moved
I received back pay
I had to repay salary, EI benefits or Universal Child Care Benefits
I made political and/or charity donatons
I received stock options
I adopted someone
Me or someone in my family paid tuition
I paid student loan interest
I purchased tools for use in employment
I encountered losses - either capital or business
I took care of, or supported someone that is handicapped or disabled
I had a safety deposit box (eliminated in 2014)
I paid an accountant to prepare financial statements or tax returns for my investments
I paid someone to provide me with investment advice or guidance
I entered into a joint venture and/or a partnership project
I sued or was sued by someone
I purchased a house
I owned or held foreign assets of $100,000 or more
I held foreign assets in my trading account with my brokerage
I received spousal support
I sold my priniciple residence
Did you or your family members pay for medical insurance such as Blue Cross or Sun Life?
Yes
No
Did you or your family members pay for medical expenses that were not covered by medical insurance?
Yes
No
Please share more details about the medical expenses you paid that weren't covered by insurance.
Other information or questions about tax deductions?
Phone
This field is for validation purposes and should be left unchanged.
