01
Personal income taxes
Start with the personal income-tax questionnaire.
Personal tax questionnaireYOUR CLIENT HUB
The right information. A smoother tax season.
Find the questionnaire or expense form that fits your situation. Your accountant will tell you which additional forms and documents apply.
02
Work-from-home expenses
Provide details of expenses related to working from home.
Complete this form03
Rental property expenses
Organize income and expenses for your rental property.
Complete this form04
Self-employment expenses
Share expense details for self-employment or independent contracting.
Complete this form05
Truck driver expenses
Provide expense details for your truck-driving work.
Complete this form06
Moving expenses
Provide moving expenses for your accountant’s review.
Complete this form07
Driver discount
Complete the discount request for taxi, Uber, Eva, and SkipTheDishes drivers.
Complete this form08
Submit documents
Upload personal or business documents for private review by Astritis. We will let you know if follow-up is needed.
Complete this form09
CCQ questionnaire
Complete the company situation questionnaire for CCQ reporting.
Complete this form10
Business tax questionnaire.
Tell us about your company’s registration, tax filing needs and your role so we can understand your business.
Start the business questionnaire11
Payroll schedule
Share your payroll period, employee details, hours and hourly rates with our team.
Complete this form