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Questionnaire
Name
*
Email
*
Phone
Province
*
What should these reports cover?
*
A
A business I run myself (sole prop, trade, contractor, practice)
B
A side hustle on top of a job
C
A corporation
D
Rental property or land I own
E
Employment income mixed with the rest
F
Payroll or payments to helpers, subcontractors, or staff
G
Personal and work money sit in the same accounts
Check all that apply.
How big is it right now?
*
A
Side hustle only
B
One business
C
More than one business
D
Land or rentals only
E
Business plus land or rentals
F
Not sure how to classify it
If you own land or rentals, how many properties?
*
A
1
B
2
C
3
D
4
E
5 or more
F
Not sure
G
I do not own land or rentals
How is the business or property owned?
*
A
Just me
B
Shared with a spouse or partner
C
Corporation
D
Mix
E
I am not sure
What do you need to see clearly?
*
Check all that apply.
A
What the business or property actually netted this year
B
Work, side income, property, and household split apart
C
Whether to keep it, change it, sell it, or leave it
D
A clean year I can give my tax preparer
E
Whether GST/HST even applies
F
I do not have a decision. I just need the reports
How far back should this cover?
*
A
This year only
B
This year and last year
C
Three to four years
D
Five or more years
E
Already filed, but I do not trust it
What records exist today?
*
Check all that apply.
A
Bank, credit card, or platform exports
B
QuickBooks, Wave, or a spreadsheet
C
Property or platform reports
D
One personal account used for everything
E
E-transfer, cash, or Interac with a weak paper trail
F
Photos, PDFs, or paper. Almost no exports
G
Nothing I trust
How many accounts feed this?
Bank, credit cards, PayPal, Stripe, shop platforms, property portals — count the accounts, not the products.
*
A
1
B
2–3
C
4 or more
If I only fix one view, which one?
*
A
A year that is true, by property or by business
B
Job / business / rental / household split
C
A one-page summary to decide keep / sell / refinance / raise / close / incorporate
D
A handoff pack for a preparer
E
A system I will still open in June
What will you do with the setup?
*
A
File my own taxes with it
B
Decide and act
C
Give it to a preparer
D
Keep it current month to month
E
I need someone to file and deal with CRA
Date or note — anything the questions missed.
Submit