Personal InformationPlease complete the tax checklist below to help us gather all required information for your 2025 tax return. Providing complete details allows our team to prepare your return accurately, identify eligible deductions, and avoid processing delays. Once submitted, we will review your information and contact you if anything further is required.Instructions for Family MembersMarried / Common-law / Dependants: Please complete one checklist per family. After your Personal Information section, use “Add Spouse/Dependant” to enter their details. If your spouse/dependant has any applicable slips or documents, select the relevant options and upload them there.First Name (As per SIN) *Middle Name (As per SIN)Last Name (As per SIN) *Social Insurance *Date of birth *Do your spouse and/or dependants reside in Canada with you? (If you are single, select 'No'.) *SelectYesNoEmail Address *Phone *Status as of 2025Canadian citizenPermanent ResidentNon-ResidentStudent (Study Permit Holders)Work Permit HoldersNew immigrant, Canada Arrival Date:New immigrant, Spouse Arrival Date (if applicable):Did you leave Canada permanently or become a non-resident for tax purposes during the year? If yes, please provide your departure date from Canada.e (if applicable):Marital StatusSingleMarriedLiving in common lawWidowedDivorcedSeparatedIf married, please provide the date of marriage (Year/Month/Date)If marital status has changed during last year, provide date (Year/Month/Date)Existing client or new client *SelectExistingNewWhatsapp NumberPresent Address *Apartment, suite, etcCity *Province *Postal Code *Country *AfghanistanAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelgiumBelizeBeninBermudaBhutanBoliviaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBruneiBulgariaBurkina FasoBurundiCabo VerdeCambodiaCameroonCanadaCayman IslandsCentral African RepublicChadChileChina, People's Republic ofChristmas IslandCocos IslandsColombiaComorosCongo, Democratic Republic of theCongo, Republic of theCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicCôte d'IvoireDenmarkDjiboutiDominicaDominican RepublicEast TimorEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrance, MetropolitanFrench GuianaFrench PolynesiaFrench South TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island And Mcdonald IslandHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsraelItalyJamaicaJapanJerseyJohnston IslandJordanKazakhstanKenyaKiribatiKorea, Democratic People's Republic ofKorea, Republic ofKosovoKuwaitKyrgyzstanLao People's Democratic RepublicLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacauMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNetherlands AntillesNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth MacedoniaNorthern Mariana IslandsNorwayOmanPakistanPalauPalestine, State ofPanamaPapua New GuineaParaguayPeruPhilippinesPitcairn IslandsPolandPortugalPuerto RicoQatarReunion IslandRomaniaRussiaRwandaSaint HelenaSaint Kitts and NevisSaint LuciaSaint Pierre & MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSint MaartenSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia and South SandwichSpainSri LankaStateless PersonsSudanSudan, SouthSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwan, Republic of ChinaTajikistanTanzaniaThailandTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks And Caicos IslandsTuvaluUS Minor Outlying IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited States of America (USA)UruguayUzbekistanVanuatuVatican CityVenezuelaVietnamVirgin Islands, BritishVirgin Islands, U.S.Wallis And Futuna IslandsWestern SaharaYemenZambiaZimbabweIncome SlipsSalaries and Commission – T4, T4APension Income & Other Income – T4A, T4A(P), T4A(OAS), T4RSP, T4RIFRRSP Withdrawal, Homebuyers withdrawal – T4RSPEmployment Insurance Benefits and Repayments – T4EInvestment Income – T3, T5, T5008Social Assistance Payments, Workers Compensation – T5007Foreign Income – Please give us the detailsUpload file (please upload all the applicable documents)Drag and Drop (or) Choose FilesOther IncomesRental IncomeSelf Employed IncomeStocks and Trades including the sale of any digital currency (Cryptocurrency, NFTs etc.)Support Payments ReceivedAny other income you receivedUpload file (please upload all the applicable documents)Drag and Drop (or) Choose FilesSelf-Employment DetailsIncome for the yearExpenses (Ask us for the detailed expenses worksheet)GST/HST Registrant – Let us know if all of the numbers you provided are inclusive of GST/HSTUber, Lyft, Skip, and DoorDash DriversUpload file (please upload all the applicable documents)Drag and Drop (or) Choose FilesDeductions and CreditsEmployment Expenses (T2200 or TL2 Form Required)Medical ExpensesCharitable Donations and Political ContributionsRent or Property Taxes PaidChild Care ExpensesTuition Receipt (T2202)Student Loan InterestRRSP or FHSA ContributionsProfessional or Union DuesMoving Expenses (If you move to a new location that is 40 kilometres or closer to your workplace, business location, or to attend a full-time post-secondary program)Carrying Costs/ Interest Expenses on Investment IncomeDisability Tax Credit (Ask us about Disability Tax Certificate)Renovations for Seniors 65+Home Buyers Credit - The HBTC is a tax credit for eligible first-time home buyers who purchased a home in 2025 and did not own a home in the previous four years.Did you work from home and have a signed T2200 form? (If yes T2200 form is required) *SelectYesNoPlease upload T2200 form (optional)Choose FileNo file chosenDelete uploaded fileUpload file (please upload all the applicable documents)Drag and Drop (or) Choose FilesOther Tax InformationChild/Spousal Support – Details of support payments paid or received.Records of any stocks, bonds, or mutual funds soldInformation about any tax-related disputes or appealsPlease provide total Rent or Property Taxes Paid in 2025. Specify the addresses where you lived in 2025 (from January 1 to December 31, 2025) and the rent paid at each address.CRA: Direct Deposit Registrations or Changes (T1DD) no Longer Accepted by EFILE CRA no longer allows accountants to update banking info through filing, and you can’t change it by calling them either. The only way to update it is through your CRA My Account or your banking app. If you have a CRA account, you can update it there. Otherwise, click this link, select your bank, log in, and it will redirect you to update your info. https://www.canada.ca/en/revenue-agency/services/about-canada-revenue-agency-cra/direct-deposit/individuals.html#details-panel2Did you purchase your first home in 2025? *SelectYesNoDid you open FHSA on or before Dec 31, 2025? *SelectYesNoUpload the FHSA contributions slip (If applicable)Choose FileNo file chosenDelete uploaded fileHow many jobs did you have between January 1, 2025, and December 31, 2025? (Please exclude any positions that began in 2026) *Select012345 or moreDid you sell your principal residence or investment property in 2025? *SelectYesNoAdditional dependents in 2025? Please add dependent details in the first section *SelectYesNoPlease let us know if you own any property outside of Canada, or have shares in foreign companies in your brokerage accounts, that are worth more than CAD $100,000. This does not include personal-use property that you don't rent out. *SelectYesNoDid you work in Quebec, or were you employed by a Quebec-based company? *SelectYesNoWere you a student in 2025? Do you have a T2202 slip? (If yes T2202 form is required) *SelectYesNoPlease upload T2202 form (optional)Choose FileNo file chosenDelete uploaded fileUpload file (please upload all the applicable documents)Drag and Drop (or) Choose FilesOther DetailsSubmit
