Me and My Taxes
This interactive form asks for the minimum amount of personal information required to accurately prepare your tax return. These are the same questions I would be asking you during an in-person meeting.
Provide only the information that is relevant to your specific situation.
If a question does not apply to you, enter 'NA' (not applicable) in the corresponding field.
First Name (as shown on ID card)
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Last Name (as shown on ID card)
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Is the mailing address the same as the home address?
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Is the mailing address the same as the home address?
How do you prefer to communicate?
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How do you prefer to communicate?
For how many years do you need to file your taxes?
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For how many years do you need to file your taxes?
Social Insurance Number
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How did you hear about my service?
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Please indicate your residency status in Canada for income tax purposes
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Please indicate your residency status in Canada for income tax purposes
What was your marital status as of December 31 of last year?
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What was your marital status as of December 31 of last year?
Did your marital status change at any point since you last filed your taxes?
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Did your marital status change at any point since you last filed your taxes?
Do you have any children under the age of 18 who live with you?
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Do you have any children under the age of 18 who live with you?
Did you buy a new home at any time last year?
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Did you buy a new home at any time last year?
Did you sell your home at any time last year?
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Did you sell your home at any time last year?
Are you registered for CRA My Account?
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Are you registered for CRA My Account?
The CRA is discontinuing the sending of mail via Canada Post and moving all mail online. Are you registered for CRA Online Mail?
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The CRA is discontinuing the sending of mail via Canada Post and moving all mail online. Are you registered for CRA Online Mail?
Is your personal information (address, cell number, email address, etc.) in your CRA account accurate and up-to-date?
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Is your personal information (address, cell number, email address, etc.) in your CRA account accurate and up-to-date?
Is the direct deposit information in your CRA account accurate and up-to-date?
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Is the direct deposit information in your CRA account accurate and up-to-date?
As a Canadian citizen, do you authorize the CRA to give your name, address, birth date, and citizenship to Elections Canada to update the National Register of Electors?
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As a Canadian citizen, do you authorize the CRA to give your name, address, birth date, and citizenship to Elections Canada to update the National Register of Electors?
Do you authorize the CRA to provide your email address to the Government of Alberta and the Ministry of Hospital and Surgical Health Services to send information to you about organ and tissue donation?
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Do you authorize the CRA to provide your email address to the Government of Alberta and the Ministry of Hospital and Surgical Health Services to send information to you about organ and tissue donation?
Were you in bankruptcy last year?
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Were you in bankruptcy last year?
Were you confined to a prison or similar institution for more than 90 days last year?
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Were you confined to a prison or similar institution for more than 90 days last year?
Were you confined to a prison or similar institution on December 31 of last year and were there for 6 months or more?
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Were you confined to a prison or similar institution on December 31 of last year and were there for 6 months or more?
Did you own foreign property outside Canada worth over CAD 100,000 at any time last year?
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Did you own foreign property outside Canada worth over CAD 100,000 at any time last year?
Did you own or hold an interest in a non-resident corporation or trust that is a foreign affiliate or controlled foreign affiliate at any time last year?
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Did you own or hold an interest in a non-resident corporation or trust that is a foreign affiliate or controlled foreign affiliate at any time last year?
Please provide details and any other information about any life events, self-employed or rental property income, gig work (Uber, Instacart, Skip the Dishes, DoorDash, etc.), or any other relevant information that would help with accurately preparing your tax return. You can upload your tax-related documents using this secure upload link.
https://www.dropbox.com/request/lHhtA2VXYpqImZnrmiMV
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