Self Employed Tax Questionnaire

Self Employed Tax Return Questionnaire

Tax Return Preparation 2020

- Step 1 of 10

TAXPAYER INFORMATION

Taxpayers Name

First

Last

Date of Birth *//

SIN Number *

Spouse Name

First

Last

Date of Birth//

SIN Number

ADDRESS

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Email *

Phone *

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DEPENDANTS

Dependant 1 Name

First

Last

Date of Birth//

Relationship

Son
Daughter
Step child

Dependant SIN Number

Dependant 2 Name

First

Last

Date of Birth//

Relationship

Son
Daughter
Step child

Dependant SIN Number

Dependant 3 Name

First

Last

Date of Birth//

Relationship

Son
Daughter
Step child

Dependant SIN Number

Dependant 4 Name

First

Last

Date of Birth//

Relationship

Son
Daughter
Step child

Dependant SIN Number

Do Dependants live with you

Yes
No
Part time

Additional Comments

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MARITAL STATUS

Marital Status as at December 31/2020

Married
Separated
Single

If you were separated , what is the date of marriage and separation ?

What was your Province of Residence as at December 31/2020

If this tax return is for a deceased person, click below

Deceased

Are you Canadian citizens, click below

Taxpayer
Taxpayer Spouse

Did you hold foreign property with a value greater than $100,000 *

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INCOME

Dropdown

** 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 *

** 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/FreeConsultation

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DEDUCTIONS

DID YOU MAKE RRSP CONTRIBUTIONS DURING THE YEAR OR IN THE FIRST 60 DAYS OF 2021

** 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 PLAN

HOME BUYERS PLAN
LIFE LONG LEARNING PLAN

DO YOU WISH TO SPLIT PENSION INCOME WITH YOUR SPOUSE

DID YOU PAY UNION OR PROFESSIONAL DUES DURING THE YEAR

DID YOU OR YOUR SPOUSE PAY FOR CHILDCARE OR CAMP EXPENSES

TAXPAYER
SPOUSE
SPLIT

** 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 YEAR

DID YOU OR YOU SPOUSE MAKE OR RECEIVE CHILD SUPPORT PAYMENTS

TAXPAYER
SPOUSE

** 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 INVESTMENTS

ARE YOU CLAIMING DISABILITY DEDUCTION FOR A DEPENDENT

** 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 LOAN

** IF YES, PLEASE RECORD AMOUNTS BELOW **

INTEREST ON STUDENT LOAN

WERE YOU EMPLOYED AS A TEACHER OR EARLY CHILDHOOD EDUCATOR

** IF YES AND YOU INCURRED EXPENSES TO PERFORM YOUR JOB, PLEASE INCLUDE AMOUNTS BELOW **

EXPENSES AS A TEACHER OR EARLY CHILDHOOD EDUCATOR

CONTRIBUTIONS

DID YOU MAKE CHARITABLE DONATIONS

** IF YES, PLEASE PROVIDE NAMES AND AMOUNT OF DONATION BELOW **

CHARITABLE DONATION AMOUNTS

DID YOU MAKE ANY POLITICAL CONTRIBUTIONS

** IF YES, PLEASE PROVIDES NAMES AND AMOUNTS OF CONTRIBUTIONS BELOW **

POLITICAL CONTRIBUTION AMOUNTS

MEDICAL EXPENSES

DID YOU PAY FOR MEDICAL EXPENSES FOR YOURSELF OR DEPENDANTS

DEPENDANT 1
DEPENDANT 2
DEPENDANT 3
DEPENDANT 4
TAXPAYER
SPOUSE

** IF YES, PLEASE PROVIDE AMOUNTS BELOW, OR UPLOAD ALL SLIPS IN THE SECURE PORTAL AT THE END OF THE QUESTIONNAIRE **

MEDICAL EXPENSES

MOVING EXPENSES

DID YOU PAY MOVING COSTS

** IF YES, PLEASE PROVIDE NAMES AND AMOUNT OF COSTS BELOW **

MOVING COSTS

ADOPTION FEES

DID YOU PAY FOR ADOPTION FEES

** IF YES, PLEASE PROVIDE NAMES AND AMOUNT OF COSTS BELOW **

ADOPTION FEES

NEW HOME BUYERS DEDUCTION

DID YOU PURCHASE YOUR FIRST HOME

** IF YES, CONGRATULATIONS, YOU ARE ELIGIBLE TO CLAIM A $5000.00 DOLLAR FIRST HOME OWNERS DEDUCTION **

TAX INSTALLMENTS

DID YOU PAY ANY TAX INSTALLMENTS TO CRA

** 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 **

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DO 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 BACKUP

T4 EMPLOYMENT INCOME
T4PS PROFIT SHARING
T4OAS OLD AGE SECURITY
T4AP CANADA PENSION
T4A PENSION/RRIF/ANNUITIES
T4A CERB/CRB
RC62 CHILD CARE BENEFIT
T4E EMPLOYMENT INSURANCE
T5/T3 INTEREST/DIVIDENDS
T5013 PARTNERSHIP INCOME
T4RSP RRSP WITHDRAWALS
T5007 WORKERS COMPENSATION
T5007 SOCIAL ASSISTANCE
T2120 SELF EMPLOYED
T2200S COVID WORK FROM HOME EXPENSES (DETAILED FILING)
T7777S COVID WORK FROM HOME EXPENSES (FLAT RATE)
RRSP CONTRIBUTION SLIPS
NOTICE OF ASSESSMENT FOR LAST YEAR FILED
STUDENT LOAN SLIP
CHILDCARE RECEIPTS
MEDICAL EXPENSES
DENTAL EXPENSES
EYEWEAR EXPENSES

T2125 SELF EMPLOYMENT

** PLEASE COMPLETE THIS SECTION IF YOU ARE SELF EMPLOYED **

BUSINESS NAME

Email *

BUSINESS ADDRESS

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

WHAT TYPE OF SERVICES DO YOU PROVIDE

ARE YOU HST REGISTERED

** IF YES, PLEASE ADD YOUR HST # AND FILING DATE IN THE SECTION BELOW **

HST INFORMATION

INCOME

** ENTER AMOUNT OF INCOME **

LIST OF ALLOWABLE TAX DEDUCTIONS IN YOUR BUSINESS

CAPITAL PURCHASES

** LIST ANY CAPITAL PURCHASES AND PRICE **

CAPITAL PURCHASE LIST

** CAPITAL PURCHASES ARE PURCHASE OF COMMERCIAL PROPERTY, LAND, BUILDING, MAJOR RENOVATIONS **

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AUTOMOBILE EXPENSES

YEAR / MAKE / MODEL OF VEHICLE

PURCHASE / 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 YEAR

TOTAL KMS DRIVEN FOR BUSINESS FOR THE YEAR

CAR WASH

FUEL EXPENSES

INSURANCE

LICENSE & REGISTRATION

MAINTENANCE & REPAIRS

PARKING

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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 BUSINESS

ALARM SYSTEM & MANAGEMENT

HEAT

HYDRO

INSURANCE

MORTGAGE INTEREST

MINOR REPAIRS & MAINTENANCE

RENT PAID

WATER & SEWAGE

WOULD YOU LIKE TO BOOK A FREE 30 MINUTE CONSULTATION

** 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 **

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Deposits

Small Business Deposit - $ 250.00

All 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 deposits

File Upload

Click or drag files to this area to upload. You can upload up to 20 files.

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Get In Touch

First Name

Last Name

Email Address

Subject

Message