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Tax Inquiry Form
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Tax Inquiry Form

Basic Information

Full legal name(Required)

Prefix First Last

Email(Required)

Mobile phone(Required)

Birth date(Required)

Address

Mailing address(Required)

Street Address / PO Box City State / Province / Region ZIP / Postal Code Country

Profile

Martial status(Required)

Did your martial status change in 2023?(Required)

Yes

No

Are you a Canadian citizen?(Required)

Yes

No

What date did you enter Canada? (if applicable)

Do you have dependants?(Required)

Yes

No

Would you like to add your dependants?(Required)

Yes

No

Dependant 1 name(Required)

First Last

Dependant 1 SIN #(Required)

Dependant 1 date of birth(Required)

Would you like to add another dependant?(Required)

Yes

No

Dependant 2 name(Required)

First Last

Dependant 2 SIN #(Required)

Dependant 2 date of birth(Required)

Would you like to add another dependant?(Required)

Yes

No

Dependant 3 name(Required)

First Last

Dependant 3 SIN #(Required)

Dependant 3 date of birth(Required)

Did you have any childcare expenses?(Required)

Yes

No

Did you own foreign property at any time in 2023 worth more than $100,000?(Required)

Yes

No

Would you like to sign up for CRA online mail?(Required)

Yes

No

Would you like to provide your information to elections Canada?(Required)

Yes

No

Income

Did you receive income slips for 2023?(Required)

Yes

No

Select the appropriate slips(Required)

T3

T4

T4E

T5

T4RSP

Other

Did you receive income from other sources, ex. gratitudes?(Required)

Yes

No

Did you have self-employment or rental income?(Required)

Yes

No

Expenses and Deductions

Did you make RRSP or FHSA contributions?(Required)

Yes

No

Did you have moving expenses?(Required)

Yes

No

Did you have employment expenses?(Required)

Yes

No

Are you eligible for the first-time home buyers tax credit?(Required)

Yes

No

Did you make any tax instalment payments?(Required)

Yes

No

Non-Refundable Credits

Did you make any charitable donations?(Required)

Yes

No

Are you a volunteer firefighter?(Required)

Yes

No

Did you have medical expenses?(Required)

Yes

No

Is there any other information regarding your tax situation we should know?

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587-316-3535