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Personal Tax Worksheet

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– Step 1 of 5

Please read this before filling out the form

Please download the following Checklist so that you can gather the information required to fill out this form.

NOTE: As you will be sharing confidential information, Upon completion of this form, you will be redirect to sign a Non-Disclosure Agreement (NDA) with us.

Based on the answers provided, we will share a secure portal to upload documents securely.

Name *

First

Last

Choose Yes if you have purchased your first home and never applied for First Time Home Buyer Tax Credit (HBTC)

Date of Birth *

Email *

Your Phone Number *

Complete Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Did you move to another province within the year? *

Yes
No

When did you move? *

Province moved to *

Select State/Province

Province moved from *

Select State/Province

Is this the first time you are filing tax in Canada? *

Yes
No

Is this the first time you are filing tax with T-Ledgers? *

Yes
No

Have you co-signed on any bank account, loan, mortgage or on any other transaction? *

Yes
No

Date of Entry in Canada *

Country of Birth *

Which years do you want to file tax returns? *

(Please enter years separated by commas if you wish to file tax return for multiple year. For e.g., 2020, 2019 etc.)

Marital Status *

Single
Married
Common Law
Separated
Widow
Divorced

Your Spouse Name *

First

Last

Spouse Date of Birth *

Date of Status Change *

Is your Spouse / Common Law Partner residing in Canada? *

Yes
No

Phone of Spouse *

Spouse Annual Income in CAD *

Date of Marriage *

Email of Spouse / Common Law Partner *

Spouse / Common Law SIN *

Is your spouse's address same as above? *

Yes
No

Address of your Spouse *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Does your Spouse / Common Law Partner want to file taxes? *

Yes
No

Did your Spouse / Common Law Partner have filed taxes with T-Ledgers before? *

Yes
No

Is this the first time your Spouse / Common Law Partner filing taxes? *

Yes
No

For which Years does your Spouse / Common Law Partner wants to file tax return? *

(Please enter years separated by commas if you wish to file tax return for multiple year. For e.g., 2020, 2019 etc.)

Do you have child(ren)? *

Yes
No

Tell Us About Your Child(ren)

List those who are physically or financially dependant on you for support. Also if your spouse has already included these dependents on his/her tax return or Worksheet, you do not need to include them here again.

* your parent or grandparent

* your child, grandchild, brother, or sister under 18 years of age

* your child, grandchild, brother, or sister 18 years of age or older with an impairment in physical or mental functions

If there is a disability, you need a doctor’s note to show what the disability is, support required, when it started and how long it would last.

Child Full Name *

Child Full Name 2 *

Child Full Name 3 *

Child Full Name 4 *

Child Full Name 5 *

Birth Date *

Birth Date 2 *

Birth Date 3 *

Birth Date 4 *

Birth Date 5 *

Net Income of Child (if any) *

Net Income of Child (if any) 2 *

Net Income of Child 3 *

Net Income of Child (if any) 4 *

Net Income of Child (if any) 5 *

If you have more children, please mention Full Name, Date of Birth and Net Income (if any)

Are you first time home buyer? *

Yes
No

Are you Self-Employed? *

Yes
No

Do you have Home Office Expenses? *

Yes
No

Do you hold any foreign assets worth more than C$100,000 (cost amount)? *

Yes
No

Real estate, stocks on foreign markets or of foreign companies such as Apple, Amazon, etc. or Personal vacation home outside of Canada that is not being rented. Note: stocks in RRSP, TFSA or RIF accounts are excluded.

Does your Spouse / Common Law Partner hold any foreign assets worth more than C$100,000 (cost amount)? *

Yes
No

Real estate, stocks on foreign markets or of foreign companies such as Apple, Amazon, etc. or Personal vacation home outside of Canada that is not being rented. Note: stocks in RRSP, TFSA or RIF accounts are excluded.

Do you have employement expenses? *

Yes
No

Do you earn commission? *

Yes
No

Do you have Vehicle Expenses? *

Yes
No

Did you open a FHSA Account? *

Yes
No

Please specify the amount you have contributed in your FHSA? *

Did you participate in the Lifelong Learning Plan? If yes, please provide the amount.

Did you participate in the Home Buyers Plan? If yes, please provide the amount.

For Employment Expenses, please upload a T2200 – signed by your Employer *

Click or drag a file to this area to upload.

Save and Resume Later

Sources of Income

Do you have Employment Income? (T4 Slips) *

Yes
No

Do you have any Profit Sharing Income? (T4PS Slips) *

Yes
No

Do you have any Old Age Security Benefit Income? (T4[OAS] Slips) *

Yes
No

Do you have any Income from Other pensions/annuities? (T4A Slips) *

Yes
No

Did you receive any Employment Insurance Benefits? (T4E) *

Yes
No

Did you receive any Interest Income? (T3 or T5 Slip[s]) *

Yes
No

Did you receive any RRSP Income or made any withdrawal? (T4RSP Slip) *

Yes
No

Did you receive any Scholarships & Bursaries? *

Yes
No

Did you receive any Social Assistance Payments? *

Yes
No

Do you have Commission Income? (T4 or T4A Slips) *

Yes
No

Do you have any Taxable Disability Income? (T4/T4A Slips) *

Yes
No

Do you have any Income from Canada Pension Plan? (T4AP Slips) *

Yes
No

Do you have any Income from Universal Child Care Benefit? (RC62) *

Yes
No

Do you have any Income from Dividends? (T3 or T5 Slip[s]) *

Yes
No

Did you receive any Income from a Limited Partnership? (T5013) *

Yes
No

Did you receive any RRIF Income? (T4RIF Slip) *

Yes
No

Did you receive Workers' Compensation Benefits? *

Yes
No

Do you have any Rental Income? *

Yes
No

Do you have any income from the Sale of Real Estate? *

Yes
No

Save and Resume Later

Deductions and Tax Credits Available

DeductionsPlease check all that apply:

RRSP Contribtuions
Union or professional association dues
Alimony paid (include name and SIN of recipient)
Safety deposit box charges
Interest paid on monies borrowed for investments
Investment counsel and accountfees
Employment expenses (useEmployee Expenses checklist & T2200 form is required from employer)
T2201 – Disability Deduction
T2202 – Tuition Fees / Education Credit
T2202 – Tuition Fees transfer from child (form signed)
Tuition fees over $100 paid (post-secondary education)
Interest paid on sutdent loans
Deductible legal fees
Childcare receipts (includes pre-school fees)
Eligible moving expenses
Allowable business investment losses
Capital loss carry forwards
Non-capital loss carry forwards
Limited partnership losses of other years
Employment insurance benefit repayments
Medical/dental/optical expenses (unreimbursed amount)
Premiums paid to private medical insurance plans
Adoption expenses
Attendant care expenses
Donations to registered charities
Political contribution receipts
Parent(s) over 65 or infirm relative that lives with you

Provide any additional information on your deductions and tax credits

Employment Expenses (Non-Commission Personnel)

Travel

Supplies (Stationery and others)

Salaries paid to Assistants

Parking

Telephone

Office Rent

Specific Expenses for Commission-Earning Personnel

Accounting & Legal Fee

Meals & Entertainment

Training

Supplies

Telephone

Office Rent

Advertisement & Promotion

Rental of Office Equipment

Travel

Parking

Salaries paid to an assistant

Home Office Expenses (To be Filled by Salaried and Non-Commissioned Personnel)

% of home used for Business/Employment

Hydro Expense for the Year

Repairs & Maintenance Expense for the Year

Property Taxes for the Year

Mortgage Interest Expense for the Year

Heat Expense for the Year

Water Expense for the Year

Rental Expense for the Year

Insurance Expense for the Year

Vehicle Information (To be Filled by Salaried, Commission-based and Self-Employed Personnel)

Year, Make and Model *

Is the vehicle sold in the current tax year? *

Yes
No

Date of Sale *

Sale Price *

Total Kilometers Driven in the Year *

Is the vehicle purchased / leased in the current tax year? *

Yes
No

Date of Purchase *

Purchase Price *

Kilometers Driven for Business Purpose *

Vehicle Expenses

(To be Filled by Salaried, Commission-based and Self-Employed Personnel)

Fuel Expense

Insurance Expense

Loan Interest

Car Washes

Others

Repairs & Maintenance Expense

Licensing & Registration Fees

Lease Payments

Parking

Save and Resume Later

Self-Employed Expenses (Apart from Vehicle Expenses)

Name of Business *

GST Business Number *

Is the Tax Filing being done for more than 1 year? *

Yes
No

Type of Business *

Are we preparing the GST Return? *

Yes
No

The Income and Expense you are going to mention below, are they including GST/HST? *

Yes
No

If filing for more than 1 year, please mention the years: *

Name of Partner

Name of Partner 2

% Owned

% Owned 2

If more than 2 partners, please share their Full Names, Complete Address and Percentage Owned

Please download the following Bookkeeping template and fill it up to calculate your Profit for each year we are going to be filing the tax return for:

Bookkeeping Template

Once filled, we will share access to the secure portal where you will be asked to upload this file.

Save and Resume Later

Rental Property (Include the Statement of Adjustments if Purchased in the Year)

Do you have multiple rental properties? *

Yes
No

Property Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

List adress of all the Rental Properties *

Names of Partners and Percentage Owned *

Sale of Real Estate (Include Statement of Adjustments for BOTH, the Sale and Purchase)

Did you dispose of more than 1 Property in the current year? *

Yes
No

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

List all the Properties sold within the year, their address and their sale and pruchase amount? *

Names of Partners and their Percentage Ownership *

Date of Purchase *

Property Transfer Tax *

Date of Sale *

Legal costs paid on sale *

Any other expense, please list down the nature and the amount

Property Purchase Price *

Legal costs paid on purchase *

Amount the Property Sold for? *

Commission paid on sale *

Please download the following Bookkeeping template and fill it up to calculate your Profit for each rental property:

Bookkeeping Template

Once filled, we will share access to the secure portal where you will be asked to upload this file.

Other Information

Check all that apply:

Allow CRA to provide your name, address and date of birth to Elections Canada?
Would you like to direct deposit your tax refund, GST credit and/or child tax benefit? if YES, please provide VOID cheque.
Has direct deposit information previosly been supplied to CRA?
Do you agree to income splitting your pensions with your spouce?
Has your last name changed?
Did you reside on Tlicho lands (NT) during the year?
Do you have a foreign citizenship?

Upload any other document that you believe we should know about?:

Click or drag a file to this area to upload.

Other information if any that you would like us to know:

Please Review and Confirm *

Please note, no items will be included in our tax return without proper documentation support. In case of an audit, the onus of proof is on the taxpayer, claims unsupported by the appropriate documentation may be denied. All expenses should be totalled from actual records or receipts that can be presented to the CRA on their request. Please keep all the records for six years from the data your return is assessed.

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