a. What type of business is this? Sole ProprietorshipCorporationPartnershipNot yet registeredOther
please specify
b. Does the business have an operating name: YesNo
Please provide the name
c. Registration of corporation ProvincialFederal
d. What is the activity of the Business
e. What is the Fiscal Year end of the Business
e. Services Require Corporate TaxBookkeepingHST/GST FilingPayrollT4 PreparationWSIB FilingIFTA FilingFinancial Statements
g. Documents Required: Articles of incorporationCRA Business NumberCompany KeyCorporation Key
h. CRA Authorization
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BN Number – 784466914
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Authorization Level – 2
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COMMENT BOX
Attach Document [pdf|doc|docx|png|jpg|jpeg]:
First Name:
Last Name:
Phone:
Email:
Entry to Canada:
D.O.B:
SIN#:
Address:
Are you a Canadian Citizen? YesNo
Did Your Marital Status changed in this tax year? If yes, please provide status: MarriedSingleCommon LawSeparatedDivorcedWidowed
Date of change:
Dependents Name
SIN#
D.O.B
Relationship
Q1. Did you buy your first home in this tax year? YesNo
Q2. Did you buy/sell principal residence in this tax year? YesNo
a. What was the address of the property sold?
b. What was the date of acquisition and the date of sale?
c. Was this property designated as your principal residence for all the years you owned it?
d. Did you use the property for business or rental purposes at any time?
e. Have you ever claimed the Principal Residence Exemption
Q3. Do you own foreign property for more than $100K ? YesNo
Q4. Do you have rental income? 1-property2-property3-property4-propertyNo
i. Owner -
ii. Co-owner/s -
iii. Share of each owner -
iv. Address of the property -
v. Gross Rent -
vi. Advertising expense -
vii. Insurance -
viii. Mortgage interest -
ix. Management And Admin Fees -
x. Office expense -
xi. Repairs and Maintenance -
xii. Property tax -
xiii. Travel Expense -
xiv. Utilities [paid by landlord] -
xv. Any other expense -
Q5. Did you register FHSA account in this tax year? YesNo
Q6. Were you a student in this tax year? YesNo
Q7. Do you have any medical expense to claim? YesNo
Q8. Do you have donations to claim? YesNo
Q9. Do you have a mentally or physically infirm dependant? YesNo
Q10. Are you claiming caregiver amount? YesNo
Q11. Are you claiming child care expenses? YesNo
Q12. Did you pay for supervisa or private health insurance? YesNo
Q13. Are you self employed? * YesNo
Please keep the following information ready with you:
What type of self-employment do you engage in (freelancer, contractor, sole proprietor, partnership)?
Have you registered for a GST/HST account and do you have a business number.
Please provide your Income and Expenses for the year
Q14. Do you drive UBER/TAXI?- HST# *
Provide UBER/DOORDASH/SKIP annual/quarterly summary YesNo
i.Have you registered for a GST/HST account and provide your business number
ii. Model of the car and year of purchase -
iii. Total KM Driven in the year -
iv. Fuel Expenses –
v. Insurance Expense -
vi. Maintenance & Repair Expenses -
vii. Telephone Expense -
viii. Any other expense -
ix. If the car is on lease or installments provide the information -
Q15. Do you have trading income? * YesNo
Q16. Did you earn commission income? * YesNo
Q17. Are you claiming employment expenses? YesNo
Q18. If yes to Q17 - Do you have T2200 form provided by the employer? YesNo
Rent paid / property tax paid:
Comment:
i. What was the address of the property sold?
ii. What was the date of acquisition and the date of sale?
iii. Was this property designated as your principal residence for all the years you owned it?
iv. Did you use the property for business or rental purposes at any time?
v. Have you ever claimed the Principal Residence Exemption
Q4. Do you have rental Property? 1-property2-property3-property4-propertyNo