Personal Tax Questionnaire

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

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 *

I consent to having this website store my submitted information so they can respond to my inquiry.

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