Intake & Drop-off

For New and Existing Clients

How it works

Please fill out the form below so we can get started on your return. You have the option to upload your documents at the end (or take instant photos of them if using a mobile device).

Prefer to drop off physical paperwork? No problem; please still fill out the form below then choose the “I will deliver my tax documents to the office” option before hitting submit. Drop your paperwork by our office anytime, we will be expecting it.

Need a reminder of which documents to submit? Click Here to view our What To Bring checklist.

Annual Questionnaire + Optional Document Upload

"*" indicates required fields

Please start by selecting one of the following:*

I am an Existing Tax Client

I am a New Tax Client

CRA Authorization

Granting us authorization to be your representative with CRA allows us to match your documents with those that CRA has on file for you, making for a more accurate tax return. We request that all clients allow this so that we may confidently file returns.

*Click to sign: CRA Authorization Form*

Questions for This Tax Season

Name*

First Last

Email*

Phone*

Date of Birth*

MM slash DD slash YYYY

Social Insurance Number*

Address*

Street Address Address Line 2 City Province Postal Code

Are you a Canadian Citizen?*

Yes

Marital Status on Dec. 31 of tax year*

Did your marital status change during the tax year?*

Yes

Date your marital status changed*

MM slash DD slash YYYY

Property Tax or Rent paid in tax year (ignore if included with paperwork)

Not necessary if your household income is typically too high to qualify for the Ontario Trillium Benefit or Senior Homeowners’ Property Tax Credit.

Total Property Taxes Paid

Total Rent Paid (full year)

Ontario Staycation Tax Credit (2022 Returns Only)

2022 Returns Only: Did you have accommodation expenses for a leisure stay of less than a month in Ontario, at a short-term accommodation or camping accommodation? Get back up to 20% of your eligible 2022 Ontario accommodation expenses. up to $1,000 as an individual or $2,000 if you have a spouse, common-law partner or eligible children. Click to Learn More.

Yes

Total Eligible Accommodation Expenses Paid

Did you own $100,000+ of foreign property/investments during the tax year?*

The $100,000 threshold is based on the cost amount of the assets/property. The cost amount is defined in subsection 248(1) of the Income Tax Act and generally is the adjusted cost base and not the fair market value.

Yes

Did you sell your principal residence during the tax year?*

Though not taxable, the sale of a principal residence is required to be reported. Penalties may apply if sold and not reported.

Yes

Address of Sold Residence*

Street Address Address Line 2 City Province Postal Code

Date Sold*

MM slash DD slash YYYY

Proceeds of Sale or Disposition*

What was the sale price of the house? Or, if you kept the protperty but converted to another use (e.g. rental property), then please enter the appraised market value.

Year of Purchase/Acquisition*

What year did you purchase the residence you just sold? Or in the case of acquisition/inheritance/conversion/etc, what year did that occur?

Was this your residence for all years owned?*

Yes

Please explain use and when it changed*

If the property was not your principal residence for all years owned, please outline in detail how the property was used for all years (e.g. Rental Property 2001-2010, Principal Residence 2011 until sale)

The house was*

100% owned by me

50/50 owned by me and my spouse

50/50 owned by me and another person

Other

Did you sell any other residence or property (including rental) during the tax year?*

New residential property flipping rules came into affect for the 2023 year. Click here for more details.

Yes

Click here to download our Capital Gains on Property Calculator and include with your tax documents. You may need to pay tax on the taxable portion of capital gains.

Would you like CRA to send an electronic Notice of Assessment?*

This will automatically register you for paperless mail with CRA

Yes

This field is hidden when viewing the form

Work-from-Home Expenses

Did you work from home more than 50% of the time for at least 4 consecutive weeks?*

For example, working from home 3 days per week for 4 weeks in a row would qualify since that would be 60% of the time. If so, you may qualify for a work-from-home expense deduction.

Yes

Please select a home office deduction option:*

Simplified Method no longer available as of 2023. Detailed method requires a signed T2200 form from your employer, along with supporting documents and amounts. Click for more details.

Detailed Method - based on expense receipts

Simplified Method - $2 per day up to $500

I don't want to make this claim

If you are doing your 2023 return, you must use the Detailed Method. If completing a 2020, 2021, or 2022 return, please list the number of days below.

How many days did you work from home during the tax year?*

As long as you worked from home at least 50% of the time during a 4 week period, you may include all days you worked from home, even if some of those days were sporadic throughout the year--as long as you worked from home due to COVID. If working from home was not required, but an option due to COVID, you are still eligible.

**Please use the CRA's detailed method calculator by clicking here. You will be given the option to print the results. Please provide us a paper or PDF copy of this report as this is what we will use for your tax return.

Add Work-from-Home details for a spouse?

Click here to add

This field is hidden when viewing the form

Section Break

Please enter some spousal details*

My spouse will submit their own form

Spouse's Details

Please enter your spouse's details in this section

Name*

First Last

Email*

Phone*

Date of Birth*

MM slash DD slash YYYY

Social Insurance Number*

Are you a Canadian Citizen?*

Yes

Did you own $100,000+ of foreign property/investments during the tax year?*

Yes

Did you sell your principal residence during the tax year?*

Yes

Were details already disclosed above by Spouse #1?*

Yes, same house

No, different house

Address of Sold Residence*

Street Address Address Line 2 City Province Postal Code

Date Sold*

MM slash DD slash YYYY

Proceeds of Sale or Disposition*

What was the sale price of the house? Or, if you kept the protperty but converted to another use (e.g. rental property), then please enter the appraised market value.

Year of Purchase/Acquisition*

What year did you originally purchase your residence? Or in the case of acquisition/inheritance/conversion/etc, what year did that occur?

Was this your residence for all years owned?*

Yes

Please explain use and when it changed*

The house was*

100% owned by me

50/50 owned by me and my spouse

50/50 owned by me and another person

Other

Would you like CRA to send an electronic Notice of Assessment?*

This will automatically register you for paperless mail with CRA

Yes

This field is hidden when viewing the form

Spousal Work from Home

Spouse: Did you work from home more than 50% of the time for at least 4 consecutive weeks?*

For example, working from home 3 days per week for 4 weeks in a row would qualify since that would be 60% of the time. If so, you may qualify for a work-from-home expense deduction.

Yes

Spouse: Please select a home office deduction option:*

Simplified Method does not require supporting documents. Detailed method requires signed T2200 or T2200-s from employer, along with supporting documents and amounts. Click for more details.

Detailed Method - based on expense receipts

Simplified Method - $2 per day up to $500

I don't want to make this claim

Spouse: How many days did you work from home during the tax year?*

-End of Spousal Section-

This field is hidden when viewing the form

New Client Dependants

Dependants

Do you support any children, parents, or grandparents that live with you? Please enter their basic details here and submit their tax slips if they will be filing with us as well.

Full Name

Relation

DOB

SIN

This field is hidden when viewing the form

Existing Client Changes

Please inform us of any changes or life events

Address Change

Bank Account Change (for CRA direct deposit)

Bought/Sold Property

Marital Status Change

New Child / Dependant

Name Change

Other Change(s)

New Address*

Street Address Address Line 2 City Province Postal Code

Banking Change

Please enter new bank account details or attach a void/direct deposit form with your paperwork. If changing for more than one person, please specify in the notes at the end of this form.

Transit/Branch # (5 digits)

Bank Name or Code (3 digits)

Account Number

If you sold a property that was not your principal residence, the gain on that property is subject to income tax. Please see our Capital Gains worksheet by Clicking Here and submit with your tax documents.

Dependant Details*

Do you support any children, parents, or grandparents that live with you? Please enter their basic details here and submit their tax slips if they will be filing with us as well.

Full Name

Relation

DOB

SIN

Name Change*

First Last

Please input any other changes here*

This field is hidden when viewing the form

Delivery Method

How would you like to give us your documents?*

Upload now or drop off documents at our office?

Upload

Drop Off

Upload Your Tax Files

A single PDF for each taxpayer is preferable, though multiple files or photos will also suffice if good quality.

Drop files here or

Accepted file types: jpg, jpeg, png, gif, bmp, tif, tiff, pdf, xls, xlsx, doc, docx, rtf, wpd, txt, Max. file size: 32 MB.

Do you require an appointment to review your completed return?*

No, thanks

Notify me if recommended

Yes, please

Please click here to book via our bookings page or call the office to schedule an appointment. Thank you.

Any other notes before submitting?

Confirmation*

I confirm all details are accurate and I have documentation to substantiate amounts claimed above.