Tax Form - Priscilla Hartman

Are you a new client or existing client? *

First Name *

Last Name *

Email Address *

Phone Number *

Address

Date of Birth

Social Insurance Number

Are you married? *

Spouse’s Date of Birth

Spouse’s Social Insurance Number

Did your marital status change during the tax year? *

Did you have a child during the year? *

Property Tax or Rent paid in tax year

Total Property Taxes Paid

Total Rent Paid (full year)

Did you pay for childcare in the year?

Amount Paid

Did you own $100,000+ of foreign property/investments during the tax year? *

Did you sell your house OR any rental property during the tax year? *

Did you move during the tax year? *

Any special tax situation you would like to explain?

Do you have any business income during the tax year or employment expenses? *

If so, please provide the following information

*Employment expenses: In order to claim this, you must have a form T2200 Declaration of conditions of employment signed by your employer (this allows you to claim employment expenses)

Are you registered for GST? If yes, please separate out GST from income and expenses.

Annual Sales

Annual Rent

Salaries Paid

Subcontractor Expenses

Supplies

Advertising

Meals

Cell Phone Expenses

Internet Expenses

Auto

Percentage Used for Business

Percentage Used for Personal

Auto Lease

Auto Purchase

Provide Year of Purchase

Purchase Price of Vehicle

Fuel

Auto Insurance

Auto Repairs and Maintenance

Tolls

Parking

Home Office

Office Space Square foot Used for Business

Office Space Square foot Used for Personal

Rent

Property Tax

Utilities

Home Repairs and Maintenance

Please upload all relevant documents. Don’t forget to include the following:

T4 slips
Tuition forms T2202
RRSP contributions
Interest on student loan
T5 slips
Union dues or professional dues
Rent receipt
Digital news subscription expenses
Medical expenses
Investment statements T5008 or listing of capital gains
Moving expenses
Spousal support payments paid/received
Charitable Donation slips
Management fees on investments
Child care receipts
Prior year tax return (if prepared by someone else)

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