The Tax Company Ltd.

Home

Personal Tax Form

[vc_row css=”.vc_custom_1569635135464{padding-top: 10vh !important;padding-bottom: 10vh !important;}” el_id=”personal-tax-form”][vc_column]

Step 1 of 4

25%

Name
First Last
Address
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Email
Enter Email Confirm Email
Taxation Year
SIN
Birth Date
Month
Day
Year
Home Phone
Cell

Province of residence at December 31st
Self-employed
- Yes
- No
Province of self-employment
If you became or ceased to be a Canadian resident in the tax year:
Date of entry into Canada
Date of departure from Canada
Status at December 31st
- Single
- Married
- Common-law
- Separated
- Divorced
- Widowed
If status changed during the tax year, enter date of change
Deceased
- Deceased
Date deceased
Month
Day
Year

Spouse Information
Name
First Last
SIN
Birth date
Month
Day
Year
Telephone
Net income
Provide income if we are NOT preparing spouse's tax return
Dependents
Children / Elderly Parents / Grandparents
Name
First Last
Date
Month
Day
Year
Relationship / SIN
Income
Name
First Last
Date
Month
Day
Year
Relationship / SIN
Income
Name
First Last
Date
Month
Day
Year
Relationship / SIN
Income
Name
First Last
Date
Month
Day
Year
Relationship / SIN
Income
Disability
Are you or any of your dependents have a disability?
Has a T2201 (Disability Tax Credit Certificate) been filed?

Personal Tax Information
Are you a Canadian citizen?
- Yes
- No
Did you own property outside of Canada over $100,000?
- Yes
- No
Is your child transferring post-secondary tuition amount to you?
If yes, please provide a copy of a signed T2202A slip.
- Yes
- No
Did you make tax installment payments during the year?
- Yes
- No
How much?
Did you participate in the Home Buyers Plan?
- Yes
- No
Date
Month
Day
Year
Amount
Did you participate in the Lifelong Learning Plan?
- Yes
- No
Amount
Are you including your last year's Notice of Assessment?
- Yes
- No
New clients - are you including your last year tax return and schedules?
- Yes
- No
Other Information
Allow CRA to provide your name, address, and date of birth to Elections Canada?
- Yes
- No
Are you a first time tax return filer?
- Yes
- No
Would you like to direct deposit your tax refund, GST credit, and/or child tax benefit?
If YES, please attach VOID cheque.
- Yes
- No
Has direct deposit information previously been supplied to CRA?
- Yes
- No
Do you agree to income splitting your pensions with your spouse?
- Yes
- No
Has your last name changed?
- Yes
- No
Did you reside on Tilcho lands (NT) during the year?
- Yes
- No
Do you have foreign citizenship?
- Yes
- No
Which country?
Efile your personal tax return?
- Yes
- No
Please note, no items will be included onto your tax return without the proper documentation. In the event of an audit, the onus of proof is on the taxpayer; unsupported claims may be denied.
File upload
Drop files here or

Max. file size: 8 MB.
I confirm that all information provided is accurate*
- I confirm that all information provided is accurate
This site is secure. Your information will be kept private.

Δ

[/vc_column][/vc_row]