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 [group newspouse] What is your new spouse's name: SIN: Date of birth: [/group]
Birth or adoption of a child: YesNo [group newchild] New child #1 name: Date of birth: New child #2 name: Date of birth: [/group]
Got separated or divorced? Date of separation/divorce: YesNo [group newdivorce] Date of separation/divorce: [/group]
Purchase your first home: YesNo [group newhomedate] Date new purchase was made: [/group]
Moved to a new home address YesNo [group newaddress] New Address: [/group]
Sold your principal residence: YesNo [group principalresidence] Date of sale: Selling price: Number of years it was your principal residence: [/group]
Parents (over 65) move into your home: YesNo [group parents] Parent's name: SIN: Date of birth: Parent's name: SIN: Date of birth: [/group]
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 [group radio-600cp] Upload T4 or T4A slips to client portal [/group]
Self-employment income (Follow Link) YesNo [group radio-474cp] Please fill out the following spreadsheet (click to download), and submit to your client portal [/group]
Pension income (including Old Age, CPP, RRIF or foreign pensions) YesNo [group radio-475cp] Upload T4A(P), T4A(OAS), T4RIF to client portal [/group]
Rental income (Follow Link) YesNo [group radio-476cp] Fill out the following Rental Income spreadsheet for each property (click to download), and submit to your client portal [/group]
Investment income (set up new investment accounts or purchased new investments) YesNo [group radio-477cp] Upload all T3 or T5 slips received to client portal [/group]
Gains/losses from the disposal of investments (incl. shares, bonds, mutual funds or real estate) YesNo [group radio-478cp] Upload realized gains or loss reports to client portal [/group]
Employment insurance benefits YesNo [group radio-479cp] Upload T4E to client portal [/group]
Scholarships YesNo [group radio-480cp] Upload T4A or Confirmation Letter to client portal [/group]
Workers compensation board payments YesNo [group radio-481cp] Upload T5007 to client portal [/group]
RRSP withdrawals in 2022 YesNo [group radio-482cp] Upload T4RSP to client portal [/group]
Alimony or spousal support received YesNo [group radio-483cp] Upload Legal Agreements and Receipts for Alimony or Spousal Support to client portal [/group]
Foreign income or foreign taxes paid YesNo [group radio-484cp] Upload Proof of Foreign Income and Taxes Paid to client portal [/group]
COVID-19 Government Support (CERB, CESB, CRB, CRCB, CRSB or Provincial Assistance) YesNo [group radio-485cp] Upload T4A to client portal [/group] Tell us about your other Deductions/Credits Interest on an investment loan YesNo [group radio-590cp] Upload Proof of Interest Paid or Loan Statement to client portal [/group]
Income tax installments YesNo
Investment counsel fees YesNo [group radio-487cp] Upload Copies of Management Fee Statement for Investment Counsel to client portal [/group]
Accounting fees for work done by a firm other than Areti YesNo [group radio-488cp] Copies of Accounting Invoices from Other Firm [/group]
Professional or union dues YesNo [group radio-489cp] Upload Copies of Professional or Union Dues Invoices or T4 Showing Box 44 to client portal [/group]
Employment expenses YesNo [group radio-490cp] 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 [/group]
Did you work from home? YesNo [group homeyes] Do you have a signed T2200? YesNo [group radio-506cp] Upload T2200 to client portal [/group] [group homeyesyes] How many days did you work from home? We will claim CRA's $2 per day allowance for you. [/group] [/group]
Alimony or spousal support paid YesNo [group radio-491cp] Upload Legal Agreements and Receipts for Alimony or Spousal Support Paid to client portal [/group]
Tax shelters or flow through shares YesNo [group radio-492cp] Upload Tax Shelter Flow Through Share Information to client portal [/group]
Moving expenses YesNo [group radio-493cp] Upload Addresses for old and new locations as well as all moving expense receipts to client portal [/group]
Childcare or Nanny expenses YesNo [group radio-494cp] Upload Childcare receipts or T4 Issued to client portal [/group]
Adoption expenses YesNo [group radio-495cp] Upload Adoption Expense Receipts to client portal [/group]
Student loan interest YesNo [group radio-496cp] Upload Student loan interest statement to client portal [/group]
RRSP contributions YesNo [group radio-497cp] Upload RRSP Contribution Slips to client portal [/group]
Home buyer plan and lifelong learning plan withdrawals or repayments YesNo
Charitable donations or political contributions YesNo [group radio-499cp] Upload Charitable or political contribution receipts to client portal [/group]
Medical and dental expenses YesNo [group radio-500cp] Upload Medical and dental receipts (do not include amounts covered by insurance policies) to client portal [/group]
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) [group radio-600cp] Upload T4 or T4A slips to client portal [/group] [group radio-474cp] Please fill out separate Self-Income spreadsheet [/group] [group radio-475cp] Upload T4A(P), T4A(OAS), T4RIF to client portal [/group] [group radio-476cp] Fill out separate Rental Income spreadsheet for each property [/group] [group radio-477cp] Upload all T3 or T5 slips received to client portal [/group] [group radio-478cp] Upload realized gains or loss reports to client portal [/group] [group radio-479cp] Upload T4E to client portal [/group] [group radio-480cp] Upload T4A or Confirmation Letter to client portal [/group] [group radio-481cp] Upload T5007 to client portal [/group] [group radio-482cp] Upload T4RSP to client portal [/group] [group radio-483cp] Upload Legal Agreements and Receipts for Alimony or Spousal Support to client portal [/group] [group radio-484cp] Upload Proof of Foreign Income and Taxes Paid to client portal [/group] [group radio-485cp] Upload T4A to client portal [/group] [group radio-590cp] Upload Proof of Interest Paid or Loan Statement to client portal [/group] [group radio-487cp] Upload Copies of Management Fee Statement for Investment Counsel to client portal [/group] [group radio-488cp] Copies of Accounting Invoices from Other Firm [/group] [group radio-489cp] Upload Copies of Professional or Union Dues Invoices or T4 Showing Box 44 to client portal [/group] [group radio-490cp] Upload T2220 signed by employer to client portal and Employment Expenses Worksheet [/group] [group radio-506cp] Upload T2200 to client portal [/group] [group radio-491cp] Upload Legal Agreements and Receipts for Alimony or Spousal Support Paid to client portal [/group] [group radio-492cp] Upload Tax Shelter Flow Through Share Information to client portal [/group] [group radio-493cp] Upload Addresses for old and new locations as well as all moving expense receipts to client portal [/group] [group radio-494cp] Upload Childcare receipts or T4 Issued to client portal [/group] [group radio-495cp] Upload Adoption Expense Receipts to client portal [/group] [group radio-496cp] Upload Student loan interest statement to client portal [/group] [group radio-497cp] Upload RRSP Contribution Slips to client portal [/group] [group radio-499cp] Upload Charitable or political contribution receipts to client portal [/group] [group radio-500cp] Upload Medical and dental receipts (do not include amounts covered by insurance policies) to client portal [/group]
