Please note this form must be filled out completely to submit and by each member of your household individually.
Your name: Your spouse's name: Your Email Current address: City: Province: Postal Code:
Did any of the following life events occur in 2022: Got married or became common law? YesNo
What is your new spouse's name: SIN: Date of birth:
Birth or adoption of a child: YesNo
New child #1 name: Date of birth: New child #2 name: Date of birth:
Got separated or divorced? Date of separation/divorce: YesNo
Date of separation/divorce:
Purchase your first home: YesNo
Date new purchase was made:
Moved to a new home address YesNo
New Address:
Sold your principal residence: YesNo
Date of sale: Selling price: Number of years it was your principal residence:
Parents (over 65) move into your home: YesNo
Parent's name: SIN: Date of birth: Parent's name: SIN: Date of birth:
In 2022, did you own foreign property worth more than $100,000 CAD, including foreign shares held in Canadian financial institutions? YesNo
Do you own residential property either personally, through a trust or through a corporation? YesNo
Tell us about your income and expenses this year:
Employment income YesNo
Upload T4 or T4A slips to client portal
Self-employment income (Follow Link) YesNo
Please fill out the following spreadsheet (click to download), and submit to your client portal
Pension income (including Old Age, CPP, RRIF or foreign pensions) YesNo
Upload T4A(P), T4A(OAS), T4RIF to client portal
Rental income (Follow Link) YesNo
Fill out the following Rental Income spreadsheet for each property (click to download), and submit to your client portal
Investment income (set up new investment accounts or purchased new investments) YesNo
Upload all T3 or T5 slips received to client portal
Gains/losses from the disposal of investments (incl. shares, bonds, mutual funds or real estate) YesNo
Upload realized gains or loss reports to client portal
Employment insurance benefits YesNo
Upload T4E to client portal
Scholarships YesNo
Upload T4A or Confirmation Letter to client portal
Workers compensation board payments YesNo
Upload T5007 to client portal
RRSP withdrawals in 2022 YesNo
Upload T4RSP to client portal
Alimony or spousal support received YesNo
Upload Legal Agreements and Receipts for Alimony or Spousal Support to client portal
Foreign income or foreign taxes paid YesNo
Upload Proof of Foreign Income and Taxes Paid to client portal
COVID-19 Government Support (CERB, CESB, CRB, CRCB, CRSB or Provincial Assistance) YesNo
Upload T4A to client portal
Tell us about your other Deductions/Credits Interest on an investment loan YesNo
Upload Proof of Interest Paid or Loan Statement to client portal
Income tax installments YesNo
Investment counsel fees YesNo
Upload Copies of Management Fee Statement for Investment Counsel to client portal
Accounting fees for work done by a firm other than Areti YesNo
Copies of Accounting Invoices from Other Firm
Professional or union dues YesNo
Upload Copies of Professional or Union Dues Invoices or T4 Showing Box 44 to client portal
Employment expenses YesNo
Upload T2220 signed by employer to client portal as well as fill out the following Employment Expenses spreadsheet (click to download), and submit to your client portal
Did you work from home? YesNo
Do you have a signed T2200? YesNo
Upload T2200 to client portal
How many days did you work from home? We will claim CRA's $2 per day allowance for you.
Alimony or spousal support paid YesNo
Upload Legal Agreements and Receipts for Alimony or Spousal Support Paid to client portal
Tax shelters or flow through shares YesNo
Upload Tax Shelter Flow Through Share Information to client portal
Moving expenses YesNo
Upload Addresses for old and new locations as well as all moving expense receipts to client portal
Childcare or Nanny expenses YesNo
Upload Childcare receipts or T4 Issued to client portal
Adoption expenses YesNo
Upload Adoption Expense Receipts to client portal
Student loan interest YesNo
Upload Student loan interest statement to client portal
RRSP contributions YesNo
Upload RRSP Contribution Slips to client portal
Home buyer plan and lifelong learning plan withdrawals or repayments YesNo
Charitable donations or political contributions YesNo
Upload Charitable or political contribution receipts to client portal
Medical and dental expenses YesNo
Upload Medical and dental receipts (do not include amounts covered by insurance policies) to client portal
Disability credits YesNo
Additional information or notes:
Your personal tax return will be assigned to a staff accountant as soon as possible and they will contact you directly with any further questions.
Primary phone number: CellOfficeHome
Best day/time to reach you:
According to your response above, please upload the following items to your client portal: (Proceed to Submit Button Below)
Please fill out separate Self-Income spreadsheet
Fill out separate Rental Income spreadsheet for each property
Upload T2220 signed by employer to client portal and Employment Expenses Worksheet
