Self Employed Tax Questionnaire Self Employed Tax Return QuestionnaireTax Return Preparation 2020Please enable JavaScript in your browser to complete this form. - Step 1 of 10TAXPAYER INFORMATIONTaxpayers NameFirstLastDate of Birth *MM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SIN Number *Spouse NameFirstLastDate of BirthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920SIN NumberADDRESSAddressAddress Line 1Address Line 2CityState / Province / RegionPostal CodeEmail *Phone *Number Slider Selected Value: 0 NextDEPENDANTSDependant 1 NameFirstLastDate of BirthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920RelationshipSonDaughterStep childDependant SIN NumberDependant 2 NameFirstLastDate of BirthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920RelationshipSonDaughterStep childDependant SIN NumberDependant 3 NameFirstLastDate of BirthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920RelationshipSonDaughterStep childDependant SIN NumberDependant 4 NameFirstLastDate of BirthMM123456789101112/DD12345678910111213141516171819202122232425262728293031/YYYY2022202120202019201820172016201520142013201220112010200920082007200620052004200320022001200019991998199719961995199419931992199119901989198819871986198519841983198219811980197919781977197619751974197319721971197019691968196719661965196419631962196119601959195819571956195519541953195219511950194919481947194619451944194319421941194019391938193719361935193419331932193119301929192819271926192519241923192219211920RelationshipSonDaughterStep childDependant SIN NumberDo Dependants live with youYesNoPart timeAdditional CommentsNumber Slider Selected Value: 0 NextMARITAL STATUSMarital Status as at December 31/2020MarriedSeparatedSingleIf you were separated , what is the date of marriage and separation ?What was your Province of Residence as at December 31/2020If this tax return is for a deceased person, click belowDeceasedAre you Canadian citizens, click belowTaxpayerTaxpayer SpouseDid you hold foreign property with a value greater than $100,000 *YesNoNumber Slider (copy) Selected Value: 0 NextINCOMEDropdownT4 EMPLOYMENT INCOMET4 EMPLOYMENT INCOMET4OAS OLD AGE SECURITYT4A PENSION/RRIF/ANNUITIES/RC62 CHILD CARE BENEFITT5/T3 INTEREST AND DIVIDENDST4RSP RRSP WITHDRAWALT5007 SOCIAL ASSISTANCET4PS PROFIT SHARINGT4AP CANADA PENSIONT4E EMPLOYMENT INSURANCET5013 PARTNERSHIP INCOMET5007 WORKERS COMPENSATIONT2120 SELF EMPLOYEDT4A CERB AND CRB INCOMET2200S COVID WORK FROM HOME EXPENSES (DETAILED CLAIM)T7777S COVID WORK FROM HOME EXPENSES (FLAT RATE)** PLEASE CHOOSE ALL FORMS THAT YOU HAVE RECEIVED AND UPLOAD THEM INTO THE SECURE PORTAL AT THE END OF THE QUESTIONNAIRE **WOULD YOU LIKE TO BOOK A FREE 30 MIN CONSULTATION TO DISCUSS COVID DEDUCTIONS, PLEASE USE THE LINK BELOW TO BOOK *YESNO** PLEASE CONTACT ACCOUNTESS BOOKKEEPING WITH QUESTIONS REGARDING HOW TO CLAIM EXPENSES TO WORK FROM HOME DURING COVID TO DETERMINE IF DETAILED FILING OR FLAT RATE IS THE BEST OPTION FOR YOUR SITUATION **https://accountessbookkeeping.as.me/FreeConsultationNumber Slider Selected Value: 0 NextDEDUCTIONSDID YOU MAKE RRSP CONTRIBUTIONS DURING THE YEAR OR IN THE FIRST 60 DAYS OF 2021YESNO** IF YOU ANSWERED YES, PLEASE UPLOAD ALL SLIPS IN THE SECURE PORTAL AT THE END OF THE QUESTIONNAIRE **ARE YOU A PARTICIPANTING THE HOME BUYERS PLAN OR LIFE LONG LEARNING PLANHOME BUYERS PLANLIFE LONG LEARNING PLANDO YOU WISH TO SPLIT PENSION INCOME WITH YOUR SPOUSEYESNODID YOU PAY UNION OR PROFESSIONAL DUES DURING THE YEARYESNODID YOU OR YOUR SPOUSE PAY FOR CHILDCARE OR CAMP EXPENSESTAXPAYERSPOUSESPLIT** PLEASE UPLOAD ALL RECEIPTS IN THE SECURE PORTAL AT THE END OF THE QUESTIONNAIRE **DID YOU DISPOSE OF EITHER SHARES OR DEBIT IN A CORPORATION (CCPC) DURING THE YEARYESNODID YOU OR YOU SPOUSE MAKE OR RECEIVE CHILD SUPPORT PAYMENTSTAXPAYERSPOUSE** IF YES, PLEASE PROVIDE FORMER SPOUSE NAME AND SIN NUMBER AND AMOUNT OF MONTHLY CHILD SUPPORT **DID YOU INCUR COSTS TO EARN INTEREST INCOME FROM INVESTMENTSYESNOARE YOU CLAIMING DISABILITY DEDUCTION FOR A DEPENDENTYESNO** IF YES, PLEASE UPLOAD A COPY OF SIGNED FORM T2201, IN THE SECURE PORTAL AT THE END OF THE QUESTIONNAIRE **DID YOU PAY INTEREST ON A STUDENT LOANYESNO** IF YES, PLEASE RECORD AMOUNTS BELOW **INTEREST ON STUDENT LOANWERE YOU EMPLOYED AS A TEACHER OR EARLY CHILDHOOD EDUCATORYESNO** IF YES AND YOU INCURRED EXPENSES TO PERFORM YOUR JOB, PLEASE INCLUDE AMOUNTS BELOW **EXPENSES AS A TEACHER OR EARLY CHILDHOOD EDUCATORCONTRIBUTIONSDID YOU MAKE CHARITABLE DONATIONSYESNO** IF YES, PLEASE PROVIDE NAMES AND AMOUNT OF DONATION BELOW **CHARITABLE DONATION AMOUNTSDID YOU MAKE ANY POLITICAL CONTRIBUTIONSYESNO** IF YES, PLEASE PROVIDES NAMES AND AMOUNTS OF CONTRIBUTIONS BELOW **POLITICAL CONTRIBUTION AMOUNTSMEDICAL EXPENSESDID YOU PAY FOR MEDICAL EXPENSES FOR YOURSELF OR DEPENDANTSDEPENDANT 1DEPENDANT 2DEPENDANT 3DEPENDANT 4TAXPAYERSPOUSE** IF YES, PLEASE PROVIDE AMOUNTS BELOW, OR UPLOAD ALL SLIPS IN THE SECURE PORTAL AT THE END OF THE QUESTIONNAIRE **MEDICAL EXPENSESNextMOVING EXPENSESDID YOU PAY MOVING COSTSYESNO** IF YES, PLEASE PROVIDE NAMES AND AMOUNT OF COSTS BELOW **MOVING COSTSADOPTION FEESDID YOU PAY FOR ADOPTION FEESYESNO** IF YES, PLEASE PROVIDE NAMES AND AMOUNT OF COSTS BELOW **ADOPTION FEESNEW HOME BUYERS DEDUCTIONDID YOU PURCHASE YOUR FIRST HOMEYESNO** IF YES, CONGRATULATIONS, YOU ARE ELIGIBLE TO CLAIM A $5000.00 DOLLAR FIRST HOME OWNERS DEDUCTION **TAX INSTALLMENTSDID YOU PAY ANY TAX INSTALLMENTS TO CRAYESNO** PLEASE PROVIDE A COPY OF ALL TAX PAYERS NOTICE OF ASSESSMENTS FROM THE LAST TAX YEAR FILED IN THE SECURE PORTAL AT THE END OF THE QUESTIONNAIRE **Number Slider Selected Value: 0 NextDO YOU HAVE ANY QUESTIONS** PLEASE USE THE SECURE PORTAL BELOW TO UPLOAD ALL T SLIPS, RRSP, RECEIPTS, NOTICE OF ASSESSMENTS, FORMS AND ANY BACKUP NEEDED TO COMPLETE YOUR TAX RETURNS, AS WELL FOR YOUR CONVENIENCE A HANDY CHECKLIST TO ENSURE THAT YOU HAVE INCLUDED ALL NECESSARY BACKUP **CHECKLIST OF BACKUPT4 EMPLOYMENT INCOMET4PS PROFIT SHARINGT4OAS OLD AGE SECURITYT4AP CANADA PENSIONT4A PENSION/RRIF/ANNUITIEST4A CERB/CRBRC62 CHILD CARE BENEFITT4E EMPLOYMENT INSURANCET5/T3 INTEREST/DIVIDENDST5013 PARTNERSHIP INCOMET4RSP RRSP WITHDRAWALST5007 WORKERS COMPENSATIONT5007 SOCIAL ASSISTANCET2120 SELF EMPLOYEDT2200S COVID WORK FROM HOME EXPENSES (DETAILED FILING)T7777S COVID WORK FROM HOME EXPENSES (FLAT RATE)RRSP CONTRIBUTION SLIPSNOTICE OF ASSESSMENT FOR LAST YEAR FILEDSTUDENT LOAN SLIPCHILDCARE RECEIPTSMEDICAL EXPENSESDENTAL EXPENSESEYEWEAR EXPENSESNextNextT2125 SELF EMPLOYMENT** PLEASE COMPLETE THIS SECTION IF YOU ARE SELF EMPLOYED **BUSINESS NAMEEmail *BUSINESS ADDRESSAddress Line 1Address Line 2CityState / Province / RegionPostal CodeWHAT TYPE OF SERVICES DO YOU PROVIDEARE YOU HST REGISTEREDYESNO** IF YES, PLEASE ADD YOUR HST # AND FILING DATE IN THE SECTION BELOW **HST INFORMATIONINCOME** ENTER AMOUNT OF INCOME **LIST OF ALLOWABLE TAX DEDUCTIONS IN YOUR BUSINESSADVERTISING & PROMOTIONBAD DEBTS (SOMEONE OWES YOU)BANK CHARGESBUSINESS INSURANCEBUSINESS START UPCELL PHONECONTINUING EDUCATION & BOOKSEQUIPMENTFURNITURE & FIXTURESGIFTSHEALTH PREMIUMSINTERNETINVENTORY (COGS)LEGAL & PROFESSIONAL FEESLOAN OR CREDIT CARD INTERESTMANAGEMENT & ADMIN FEESMAINTENANCE & REPAIRS (FOR RETAIL STORE)MEALS & ENTERTAINMENTMERCHANT FEESOFFICE EQUIPMENTOFFICE EXPENSESOFFICE SUPPLIESOTHER SUPPLIESPOSTAGE & HANDLINGPROPERTY TAXES (FOR RETAIL STORE)SHIPPINGSALARIES & WAGES (INCLUDING EMPLOYEE PORTIONTELEPHONETRAVELTRAVEL MEALSUTILITIESWEB SITE HOSTINGCAPITAL PURCHASES** LIST ANY CAPITAL PURCHASES AND PRICE **CAPITAL PURCHASE LIST** CAPITAL PURCHASES ARE PURCHASE OF COMMERCIAL PROPERTY, LAND, BUILDING, MAJOR RENOVATIONS **Number Slider Selected Value: 0 AUTOMOBILE EXPENSESYEAR / MAKE / MODEL OF VEHICLEPURCHASE / LOAN / LEASE** PLEASE LIST BELOW **LEASE PAYMENT** IF VEHICLE IS PURCHASED ON A LEASE, PLEASE LIST YEARLY LEASE AMOUNT AND FULL PURCHASE PRICE OF VEHICLE **LOAN INTEREST** IF VEHICLE IS PURCHASED ON A LOAN, PLEASE ENTER LOAN INTEREST FOR THE YEAR AND FULL PURCHASE PRICE OF VEHICILE **OWN OUTRIGHT** IF VEHICLE IS OWNED , PLEASE NOTIFY BELOW **TOTAL KMS DRIVEN FOR THE YEARTOTAL KMS DRIVEN FOR BUSINESS FOR THE YEARCAR WASHFUEL EXPENSESINSURANCELICENSE & REGISTRATIONMAINTENANCE & REPAIRSPARKINGNextNumber Slider Selected Value: 0 BUSINESS USE OF HOME** IF YOUR BUSINESS IS OUT OF YOUR HOME OR YOU HAVE A HOME OFFICE, PLEASE COMPLETE THIS SECTION **TOTAL AREA OF HOME (SQUARE FOOTAGE)TOTAL AREA OF HOME USED FOR BUSINESSALARM SYSTEM & MANAGEMENTHEATHYDROINSURANCEMORTGAGE INTERESTMINOR REPAIRS & MAINTENANCERENT PAIDWATER & SEWAGEWOULD YOU LIKE TO BOOK A FREE 30 MINUTE CONSULTATIONYESNO** AS A SELF EMPLOYED ENTREPRENEUR, IT IS IMPORTANT TO ENSURE THAT YOU ARE MAINTAINING AN AUDIT FRIENDLY SYSTEM FOR YOUR BOOKEEPING AND RECORDS MANAGEMENT, I AM HAPPY TO SPEND SOME TIME OFFERING SOME HELPFUL TIPS TO HELP YOU PREPARE FOR YOUR SMALL BUSINESS TAXES **Section DividerDepositsSmall Business Deposit - $ 250.00All Small Business Bookkeeping and Tax Returns require a deposit that will be used towards your total balance once work has completed. An email will follow for all depositsFile Upload Click or drag files to this area to upload. You can upload up to 20 files. Number Slider Selected Value: 0 FILE MY TAXES FollowFollowFollow Get In Touch First Name Last Name Email Address Subject SubjectPersonal TaxBusiness TaxBookkeeping/AccountingE-Learning Message Submit