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Create My Tax File

Current Tax Year -

Fill out this form to provide all the necessary information to open your tax file. We collect essential data to ensure compliance with your tax return. Once the form is completed, you will receive a secure link via email to submit your required documents. We simplify the process for a stress-free tax return.

Pricing for Personal Tax Preparation Services

File Opening

$50 per declaration

Simple Declaration

$150 per person
Forms
Medical Expenses
Donations

Businesses and Properties

Surcharge of $100 per sole proprietorship

Surcharge of $100 per rental property

Data Compilation

$120/hour if required

Special and Complex Tax Situations

Pricing to be discussed

Caregiver
Disability Situations
Immigrant / Emigrant
International Income
Death in the Year

Government Platforms

Surcharge of $50 per meeting for access to government platforms.

Meeting with a CPA

$200/hour

For simplicity, we use the masculine form in this document. This decision is not intended to exclude or diminish the importance of other genders. Thank you for your understanding.

Taxpayer Identification

First Name ^*

Last Name ^*

SIN

Date of Birth

Marital Status as of December 31,

Change in Marital Status

Did your marital status change during the tax year?

Yes No

Mailing Address

Number and Street

Appartment #

City

Province

Postal Code

Is your residential address the same as your mailing address?

Yes No

Did you dispose of a principal residence during the current tax year?

Yes No

Taxpayer Contact

Home

Mobile

Email Address ^*

Registration for Notifications

Does the taxpayer wish to register to receive notifications by email?

Already Registered Yes No

Email Address Provided to CRA (for registration or update)

Are you registered with the CRA My Account online service?

Yes No

Do you have access to your account on the Revenu Québec website?

Yes No

How would you like to receive your notice of assessment?

Paper Electronic Only

Residence

Province or Territory of Residence as of December 31,

Moving Date

Arrival Date (Immigrants)

Departure Date (Emigrants)

Spouse Identification

First Name

Last Name

SIN

Date of Birth

Spouse's Income in (if we are not preparing their tax return)

Spouse's net income is zero or negative

Spouse is a non-resident of Canada

Spouse is disabled

You are a caregiver for your spouse or another person

Other Information

You have a Tax-Free Savings Account (TFSA)

You are a U.S. citizen

You changed your last name during the tax year

You owned or held foreign property with a total cost exceeding $100,000

Has direct deposit already been requested and banking information remains unchanged?

Yes No I don’t know

Dependent Children

Child 1

First Name

Last Name

SIN

Date of Birth

Relation

Child 2

First Name

Last Name

SIN

Date of Birth

Relation

Child 3

First Name

Last Name

SIN

Date of Birth

Relation

Child 4

First Name

Last Name

SIN

Date of Birth

Relation

Other Questions to Consider

Check the box if your answer is Yes to the question. If you are unsure or your answer is No, leave the box empty (unchecked).

General

Did you pay professional dues not appearing on your T4 slips?

Are you a volunteer participating in emergency services?

Are you a member of an eligible journalism organization (QJA)?

Family

If you are separated and have children, do you have shared custody of your children?

Was there a payment of alimony (child/spousal) between you and the other parent of your children this year?

Did you live alone for the entire tax year?

Did you incur legal fees to secure alimony?

Did you pay childcare expenses for children under 16 years old?

If one spouse was 70 or older during the tax year, did you incur expenses for home maintenance (cleaning, upkeep, snow removal, home meals, including services included in condominium fees)?

Education

Do you have dependents enrolled in post-secondary education?

Did you pay post-secondary tuition fees, either for yourself or your children, including book/manual fees?

Did you pay for professional training certified by the Minister of Employment and Social Development Canada?

Health

Did you stop or start participating in Quebec's prescription drug insurance during the year?

Did you receive a medical disability certification during the year?

Personal Residences

Did a move bring you closer by 40 km to your workplace?

Did you purchase a home using the Home Buyers’ Plan (RAP)?

Did you purchase your first home in ?

Was the duration of your stay abroad significant (more than 4 months)?

Investments

Did you incur expenses to earn investment income (interest, brokerage fees, management fees, accountant fees)?

Did you sell or transfer publicly traded or private investments (outside of your RRSP)?

Do you have foreign investments in Canada?

Did you conduct transactions in virtual currency?

Additional Comments

Checklist of Documents to Provide

You will receive a secure link to upload your documents within 24 hours of submitting the completed form.

✓ Federal and provincial notice of assessment for the previous year (2023)
✓ Tax slips (T3, T4, T4A, T5, Relevé 24, Relevé 31, …)
✓ Medical expense receipts
✓ Donation receipts
✓ Official receipts for children’s physical activities aged 5 to 16
✓ RRSP/First Home Savings Account (FHSA) contributions
✓ Bank statement for deductible interest or student loan interest
✓ Information on installment payments made if not included on T4
✓ Summary of business income or rental income (we will contact you for further details)
✓ Sale deed of your property
✓ Monthly statements of your investment portfolios (outside TFSA and RRSP)
✓ Void cheque for direct deposit registration

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