Complete and print a local copy of the form below
Please complete all applicable fields to avoid delays in processing. Check the item (s) which apply, then let us know how to contact you
If your are filing information for other income sources please refer to the appropriate from (s).
Name S.I.N.
Address Date of Birth
Phone # email GST #
Spouse Name Spouse S.I.N.
Children Names and Date of Birth
Were you an employee of a company? Yes No. If yes, all T4 slips must be added
Were you self-employed ? Yes No. If yes, please attach all T4A's and complete the following below if you have self-employed income for which you did not receive any T4A's.
Total Amount GST Income Including GST Income Tax Deducted
Did you make any RRSP contributions? Yes No. If yes, attach the related information slip(s) you received from the bank. For new clients please provide RRSP carry forward information as per the most recent assessment from Revenue Canada.
Please List All expenses as follows
| Expense | Amount Paid | Expense Item | Amount Paid |
| Telephone | Agents | ||
| Association Dues | Professional Development | ||
| Music CD's | Recording | ||
| Office | Other Labour | ||
| Repairs | Publications | ||
| Accounting | Rentals | ||
| Local Transit | Travel Meals | ||
| Travel | Accommodation | ||
| Supplies | Bank Fees | ||
| Insurance | Professional Services | ||
| Misc. | Other | ||
|
Promotion |
Amount Paid |
Office/Studio Expense |
Amount Paid |
| Meals | Rent | ||
| Theatre | Interest | ||
| Gifts | Taxes | ||
| Photos | Insurance | ||
| Advertising | Utilities | ||
| Other | % Used For Business | ||
|
Automobile Expense |
Amount Paid |
Automobile Expense |
Amount Paid |
| Gas |
|
License |
|
| Repairs |
|
Parking |
|
| Insurance |
|
Business Km's |
|
| Car Loan |
|
Total Km's |
|
| Washing |
|
Misc. |
|
| Lease |
|
Other |
|
Did you receive dividend or interest income? Yes No. If Yes, please attach T5, T3, T600 or other information slips.
If you received income from any other source not mentioned on this questionnaire, please attach all related information slip (s) if no slips are available please complete the following list or attach a list on a separate sheet of paper.
If you had rental income from any source, please provide us with rental income and expenses amounts.
| Source |
Amount |
Tax Deducted |
Did you buy/or sell any securities or capital assets during the year ? Yes No. If Yes, please complete the following and attach the required information.
| Name Of Security/Type Of Capital Asset |
Amount Sold for |
Cost |
If you attended University, college or any other post-secondary institution or have a child in a qualified private school, please attach your tuition receipt. Also attach T2202 so that you can claim the education deduction. Note: If you have children that are in university the parent may be claim this deduction if the child has little income. If you are paying interest on a student load, the interest can be used to reduce your personal taxes
If you made charitable donations, please attach the receipts. Similarly, please attach all medical expense receipts.
If you had child care expenses, please provide name and address of institution or person providing these services. Also, if the child care expenses are paid to an individual please obtain their S.I.N.
Please provide total amount of tax and GST installments paid to Canada Customs and Revenue Agency, if any.
|
Tax $ |
GST $ |
| Home Address | # of Months In Residence | Rent/Property Taxes Paid | Landlord/Municipality |