Canadian taxes First Name(Required)Whatsapp Number(Required)Email Address(Required) First Name (as per SIN)(Required)Middle Name (as per SIN)Last Name (as per SIN)(Required)StreetApartmentCitySocial Insurance Number (SIN)exactly 9 digits - no need to include dashes or slashesProvince--None--OntarioAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNova ScotiaNorthwest TerritoriesNunavutPrince Edward IslandQuebecSaskatchewanYukonDate of BirthDayDay12345678910111213141516171819202122232425262728293031MonthMonth123456789101112YearYear202720262025202420232022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920Postal CodeEmail If your Interac/Stripe Payment Email is different from the one above, please enter it below.Phone NumberPayment Email Whatsapp NumberMarital Status--None--SingleMarriedDivorcedCommon LawSeparatedWidowedAre you a Canadian citizen ?--None--YesNoDate MM slash DD slash YYYY Occupation--None--StudentFull - time WorkerSelf - EmployedOthersIs your spouse living in Canada ?--None--YesNoIs your Spouse filing taxes with us ?--None--YesNoSpouse NameSpouse IncomeReferred byDo you have any dependents/children ?--None--YesNoChildren's InformationAdd your children's InformationFirst NameLast NameDOB (yyyy/mm/dd) Add RemoveDependents/Children InformationFirst NameSocial Insurance Number (SIN) (if available)Last NameDate of Birth MM slash DD slash YYYY Dependent Add one more dependent First NameSocial Insurance Number (SIN) (if available)Last NameDate of BirthTax InformationTax year you want to file for :--None--20252025 & 20242025, 2024 & previous yearsWhat is your estimated income for 2025 ?--None--No Income0 to 20,00020,000 to 50,00050,000 to 75,00075,000 to 120,000More Than 120,000Are you filing your first tax return in Canada ?--None--YesNoPreferred language--None--EnglishHindiPunjabiFor communication with your tax expert who will call you to verify and discuss your detailsDate of Entry to Canada if you're filing your first tax return MM slash DD slash YYYY Did you own foreign property at any time in 2025 with a total cost of more than $100,000 ?--None--YesNoWere you a student during any part of the 2025 tax year ?--None--YesNoDid you sell a home in 2025 and want to claim the principal residence exemption ?--None--YesNoDid you leave Canada permanently in the 2025 calendar year ?--None--YesNoDate you left Canada MM slash DD slash YYYY If you landed in Canada in 2025: Income Earned from Your Home Country in the Last Three YearsNote - If you didn't earn any income in your home country in all three years, skip the below section 2025 Income Earned from Home Country (Jan 01 till date you landed in Canada) Amount in Home Currency Home Country Name 2024 Income Earned from Home Country (Jan 01 to Dec 31, 2024) Amount in Home Currency Home Country Name 2023 Income Earned from Home Country (Jan 01 to Dec 31, 2023) Amount in Home Currency Home Country Name Employment IncomeDid you earn income from a job (T4 slip) ?--None--YesNoDid you work in Quebec and receive an RL-1 slip ?--None--YesNoSelf-Employed IncomeDid you earn income from self-employment/or a business? (This includes things like delivery, ride-sharing, IT work, or freelancing.)--None--YesNoKindly note - Your tax expert will ask for more details about your self‑employed income and expenses later.income from self-employment/or a business?Rent/ property taxes information (only if paid in ontario)Rent/ property taxes informationAddresses lived in 2025 i.e. ONLY from Jan 1 to Dec 31, 2025, and rent paid at each address. Don't include address living from Jan 1, 2026, onwards. (Only fill this section if your total income for 2024 tax year is under $49,166 for Single Individuals and $64,946 for Married/Common Law) AddressNo. of Months LivedMonthly Rent Paid/ Property Taxes Add RemoveOther IncomeCapital Gains/losses: Did you make/lose money from selling investments or property in 2025 ?--None--YesNoDid you lose your job and receive Employment Insurance (T4E slip) in 2025 ?--None--YesNoRental Income: Did you make/lose money from renting property ?--None--YesNoForeign Income: Did you earn income from outside Canada in 2025 ?--None--YesNoKindly note - Your tax expert will ask for more details about your other income and expenses later.Deductions and CreditsDid you open an FHSA in 2025 ?--None--YesNoDid you work from home and have a signed T2200 form from your employer ?--None--YesNoDid you buy your first home in 2025 ?--None--YesNoDid you incur any medical expenses ?--None--YesNoDid you pay for Childcare Expenses ? (Please attach receipts)--None--YesNoMoving Expenses: Did you move to a new home for a new job, or to run your business ?--None--YesNoDid you make any charitable donations? (Please attach receipts)--None--YesNoComments / Notes : Please provide any comments or notes that you would like your dedicated tax expert to know about your tax situation.File UploadPlease upload all relevant documents, such as 1. If you are a new client, please do not forget to upload your photo ID and a copy of your 2024 NOA/tax return 2. T4s from your employer and T2202s from your college. This field is hidden when viewing the formAttach Your Files (You can select multiple documents at once)Max. file size: 200 MB. Attach Your Files (You can select multiple documents at once) Drop files here or Select files Max. file size: 200 MB.
