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About Us
Services
News & Information
FAQ
Contact
Client Portal
File My 2023 Taxes
File My 2022 Taxes
File My 2021 Taxes
Pay an Invoice
Step 1 Tax Checklist
Name
*
First
Last
Email
*
Phone
*
Relationship status
*
Relationship status
Married
Living Common Law
Widowed
Divorced
Separated
Single
Name of Spouse
First
Last
Did your relationship status change during 2018?
*
Yes
No
On what date?
DD
MM
YYYY
Income For 2018
*
Employment (T4)
Pension (T4A)
CPP/Old Age Security (T4A(P)/T4A(OAS)
Employment Insurance(T4E)
Dividends/Interest (T5/T600)
RRSP, RPP, RRIF, DPSP (T4RSP/T4RIF)
Estate/Trust Income (T3)
Spousal support received
Partnerships/Tax Shelter (T5013/T101)
Foreign Income/taxes
Other (Please provide details below)
Description of Other Income
Deductions/Credits - Please provide information or receipts.
*
RRSP Contributions
Union/Professional Dues (May be on T4)
Child Care Expenses
Moving Expenses
Accounting/Legal Fees
Investment Counsel Fees
Interest paid on Investments
Tuition Fees
Interest paid on student loans
Medical/attendant care expenses
Charitable donations
Political donations
Public Transit receipts
Trade person's tool receipts and T2200
Employment expenses (must provide T2200 from employer)
Spousal Support Paid
Other deductions or credits (Please provide details below.)
Details of Other Deductions/Credits
Capital Transactions
*
Sale of principal residence during 2018
Stocks/Bonds/mutual fund sales
Sale of investment property
Tax Shelters
Sale of other capital assets (Please provide details below)
Details of other capital assets
Other sources of Income
Rental Income and Expenses
Business/Professional Income and Expenses
Self employed Commission Income
Farming/Fishing income
Did you pay tax installments for 2018 to CRA
*
Yes
No
Amount paid for 2018 Year to CRA for Installments
How would you like us to send you your return?
*
Paper copy
Email PDF to your email address
Send you secure download link
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