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780-488-4011
info@schwancpa.ca
15906-116 Avenue NW Edmonton, AB
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Blog
Contact
About
Personal Tax
Accounting Packages
All Packages
Accounting Packages for Businesses
Bookkeeping and Payroll
Cash Flow Management
Software Training
Request a Call
780-488-4011
info@schwancpa.ca
15906-116 Avenue NW Edmonton, AB
Personal Tax Questionnaire
Please enable JavaScript in your browser to complete this form.
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Step
1
of 2
Is this the first year that you are filing with Schwan & Associates?
*
Yes
No
Did you move during the year?
*
Yes
No
File Upload - Please attach your prior year personal tax return.
Click or drag a file to this area to upload.
Prior year personal tax return.
Name
*
First
Last
Address
*
Address Line 1
City
State / Province / Region
Postal Code
Phone
*
Email
*
Email
Confirm Email
S.I.N
*
Socal Insurance Number
Date of Birth
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1922
1921
1920
Are you a Canadian Citizen
*
Yes
No
Marital Status
*
Married
Living common-law
Widowed
Divorced
Separated
Single
Did Your Marital Status Change Last Year?
*
Yes
No
When Did Your Martial Status Change?
*
Spouse's Name
*
First
Last
Spouse's S.I.N
*
Spouse's Date of Birth
*
MM
1
2
3
4
5
6
7
8
9
10
11
12
DD
1
2
3
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12
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14
15
16
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20
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22
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24
25
26
27
28
29
30
31
YYYY
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
2006
2005
2004
2003
2002
2001
2000
1999
1998
1997
1996
1995
1994
1993
1992
1991
1990
1989
1988
1987
1986
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1984
1983
1982
1981
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1979
1978
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1975
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1972
1971
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1963
1962
1961
1960
1959
1958
1957
1956
1955
1954
1953
1952
1951
1950
1949
1948
1947
1946
1945
1944
1943
1942
1941
1940
1939
1938
1937
1936
1935
1934
1933
1932
1931
1930
1929
1928
1927
1926
1925
1924
1923
1922
1921
1920
File Upload - - Please attach your spouse's prior year personal tax return.
Click or drag files to this area to upload.
You can upload up to 2 files.
Did you sell your principal residence last year?
*
Yes
No
File Upload
Click or drag files to this area to upload.
You can upload up to 5 files.
If you have sold your principal residence last year, provide copies of all documents concerning the sale. In addition, please summarize the following:
Principal Residence - Year of acquisition & Proceeds of disposition
*
Please provide the year of acquisition & Proceeds of disposition.
Do you own foreign property at any time during the year in excess of $100,000, as well as any investment in “foreign affiliates”?
*
Yes
No
Foreign Income & Property
Click or drag files to this area to upload.
You can upload up to 5 files.
Please upload all relevant information regarding your foreign income & Property. Your investment advisor should be able to provide you with a foreign income and property report containing the relevant information.
Next
Employment Income
Employment – T4s
Director's Fees - T4s
Profit Sharing Income - T4PS
Tips - Pay Slips or Details
Loans from Employers - Details
Other employment benefits - Details
Pension, Retirement, Annuity Income
Old Age Security - T4A(OAS)
Canada Pension - T4A(P)
Foreign (e.g. U.S. Social Security) - Details
Other Employment Income (including retiring allowance) - T4A
Registered Retirement Income Fund - T4RIF
Withdrawal from a RRSP - T4RSP
Annuity payments - Information Slips
Investment Income
Interest - T5
Mutual fund investment income - T3
Dividends - Canadian corporations - T5
Foreign interest or dividends - Details
Royalty or other investment income - Details
Partnership income - T5013
Other - T5006 or other information
Other Income
Employment Insurance Benefits - T4E
WCB benefit/Social assistance payments - T5007
Support payments received - Details
Scholarships, bursaries - T4A
Income payment from an RESP - T4A
Registered Disability Savings Plan income - T4A
Other - provide details
Attach your documents to substantiate your income.
Click or drag files to this area to upload.
You can upload up to 10 files.
Were you or your spouse self-employed during the year?
*
Yes
No
Is the business incorporated?
Yes
No
Attach a Summary of all Revenues & Expenses & Assets purchased or sold during year
Click or drag files to this area to upload.
You can upload up to 2 files.
Do you or your spouse own any Rental Properties?
*
Yes
No
Attach a Summary of Rental income and Expenses
Click or drag files to this area to upload.
You can upload up to 2 files.
Terms of Service
*
I have read and agree to the terms of service listed below
This service is only for the compiling and filing of your personal tax return. If you require bookkeeping to be completed for your self-employed business or rental property we can help you with that for an additional charge. If not, please upload a summary of your income and expenses. If you would like to download an excel template to help with compiling the summary, you can find them at; ========== https://schwancpa.ca/wp-content/uploads/2019/02/TMP_Sole-Proprietor-T2125.xlsx or https://schwancpa.ca/wp-content/uploads/2019/02/TMP_Rental-Income-T776.xlsx
============================================================================================================================================ Also, year-end accounting and corporate tax returns are not included in this service. If the business is incorporated we would be happy to discuss additional services that you might require.
Deductions
Registered Retirement Savings Plan contributions (attach receipts) (attach T10 – Personal Adjustment Reversal, if received)
Annual union, professional dues (attach receipts)d Choice
Child care expenses (attach receipts)
For individual child care providers, include S.I.N. and address
For summer camps, indicate number of weeks in residence
Attendant care expenses (attach receipts)
Allowable business investment losses
Moving expenses (attach receipts). Indicate distance moved to new employment
First time home buyer If so, date of purchase
Alimony or separation allowances paid (include name(s) and address(es) of recipients; attach copy of agreement or court order if changed or not previously provided)
Commission and employment expenses (include details and T2200 or TL2)
Carrying charges (interest on money borrowed to earn investment income, investment counsel fees, interest for limited partnerships)
Federal and provincial political contributions (attach receipts)
Medical expenses (attach receipts) and details of private health insurance premiums including amounts paid while travelling
Disability deduction for you or dependant (if first-time claim, attach T2201 signed by physician)
Adoption expenses
Tuition fees (attach signed T2202/T2202A including amounts that can be transferred from dependants)
Interest paid on student loans (attach reporting slip)
If you are a teacher or early childhood educator; provide a summary of eligible supplies to a maximum of $1,000 in the calendar year
Other deductions and expenses (attach receipts)
First time homebuyer - Date of Purchase
*
Attach your documents to substantiate your deductions.
Click or drag files to this area to upload.
You can upload up to 10 files.
Do you have any dependents?
*
Yes
No
How many dependents do you have?
Dependent Information
*
First
Last
Dependent Information 2
*
First
Last
Dependent Information 3
*
First
Last
Relationship
*
Relationship 2
*
Relationship of dependent 2
Relationship 3
*
Relationship of dependent 3
Birth date
*
Dependent's Date of Birth
Birth date 2
*
2nd Dependent's Date of Birth
Birth date 3
*
3rd Dependent's Date of Birth
Additional Comments
Please include any further information that you feel is imperative to completing your tax return.
GDPR Agreement
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I consent to having this website store my submitted information so they can respond to my inquiry.
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