Questionnaire

Personal Income Tax Questionnaire

Is this the first time you are filing income taxes? *

Did you move to Canada or the US recently? *

Select date of arrival *

From which country? *

Income in previous country *

Reason? *

Filling for multiple years? *

How many years? *

Type year(s) for income taxes *

Are you a Canadian or an American citizen? *

What is your country of citizenship? *

Do you have an Indian status? *

What was your marital status last year? *

Select date of divorce or separation *

Did you make support payments to a spouse? *

How much in that year? *

Did your marital status change last year? *

What was your marital status? *

Select date of common-in-law or marriage *

Select date of becoming widowed *

In which province did you reside? *

Did you reside within Nisgaa Lands? *

Did you reside inside or outside a CMA? *

Did you change address last year? *

Select move date *

Did you switch province(s) last year? *

Select province *

Select date *

Do you leave in a Census Metropolitan Area *

Did you own a home? *

Did you pay rent? *

Was your name on the lease? *

Have you purchased a house last year? *

Select date of purchase *

Was it your first house? *

Did you live alone last year? *

Did you have children or dependants? *

How many? *

Did you pay daycare or college expenses? *

Did you contribute to an RRSP or 401(K) plan? *

Did you contribute to an FHSA? *

Did you have an HBP? *

Did you make any donations? *

Did you receive unemployment benefits? *

Did you sell any stocks or crypto? *

Did you own or sell any rental property? *

Were you self-employed or an independent contractor? *

Did you have a registered business? *

Were you a truck driver? *

What type of truck driver? *

In which country or province? *

Provide total number of trips *

Provide number of days out of town for work. *

Did you have medical expenses? *

Were you covered by private insurance? *

Anyone else covered under your private insurance? *

If yes, who? *

Did you work from home last year? *

How many months? *

Did you work abroad or have foreign employment or foreign pension income? *

Which country? *

Did your employer reimburse you for office or vehicle expenses? *

Were you a student last year? *

Where did you study? *

Do you have the tuition and enrollment certificate? *

Did you complete any certificate or educational training? *

What is your language of preference? *

Thank you for submitting the individual income tax questionnaire. We will review it and call you back if we have any questions.

There was an error trying to submit this income tax questionnaire. Please try again in a while.

Interesting tax questions.

PROPERTY ABROAD

Own a property abroad of more than $100.000 value?

Let us know

PENSION ABROAD

Receiving a pension from abroad?

Let us know

RENTING PROPERTY

Renting a property abroad and you are already taxed on it?

Let us know

MOVED PROVINCE

Moved to a different province or state during the year?

Let us know

Personal questionnaire.

Interesting tax questions.

PROPERTY ABROAD

PENSION ABROAD

RENTING PROPERTY

MOVED PROVINCE

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