Tax Comprehensive Questionnaire (Local)

Welcome

This questionnaire may ask about areas that don’t seem directly related to your taxes. That’s intentional. We are Professional Money Finders. With nearly two decades of experience, the average Canadian family who works with us uncovers over $5,000 per year in additional deductions, credits, or benefits they were already entitled to — but didn’t know they qualified for.

If you were referred by someone, please enter their name below

Your Contact Information

Client ID *Required

First Name *Required

Last Name *Required

Gender *Required

Birthdate *Required

SIN *Required

Email *Required

Cell Phone *Required

Mailing Address

Street Address *Required

City *Required

Province *Required

Postal Code *Required

Has your address changed since January of last year? *Required

Did you change your province of residence in the last 12 months? *Required

Marital Status

Did your marital status change last year? *Required

Marital Status *Required

Date of Marital Status

Add Co-Client? *Required

Spouse Information

Co-Client First Name

Co-Client Last Name

Co-Client Gender

Co-Client Birthdate

Co-Client SIN

Co-Client Email

Co-Client Cell

Information about your household

Please provide as much detail as possible about your family and household. Small details can uncover meaningful tax savings and benefits.

Do you live with any other family members? *Required

Is this family member dependent on you due to physical or mental limitations?

Did you adopt a child last year? *Required

Adoption Notes

Do you have children under 18 years old? *Required

Do you have children over 18 with a disability who are dependent on you? *Required

Do you have dependents? *Required

How many dependents do you have? *Required

Dependent Details

Complete this section only if you have dependents.

Dependent 1

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent SIN

Does Dependent have a physical or mental disability?

Relationship between you and Dependent

Does Dependent reside with you?

Dependent 2

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent SIN

Does Dependent have a physical or mental disability?

Relationship between you and Dependent

Does Dependent reside with you?

Dependent 3

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent SIN

Does Dependent have a physical or mental disability?

Relationship between you and Dependent

Does Dependent reside with you?

Dependent 4

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent SIN

Does Dependent have a physical or mental disability?

Relationship between you and Dependent

Does Dependent reside with you?

Dependent 5

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent SIN

Does Dependent have a physical or mental disability?

Relationship between you and Dependent

Does Dependent reside with you?

Dependent 6

Dependent First Name

Dependent Last Name

Dependent Date of Birth

Dependent SIN

Does Dependent 6 have a physical or mental disability?

Relationship between you and Dependent

Does Dependent reside with you?

General Questions

These questions help us identify deductions, credits, and benefits you may qualify for. Please answer thoroughly—small details can matter.

Income

Are you retired? *Required

Did you live in a prescribed zone (Northern Allowance) for more than 6 months last year? *Required

Did you pay for a digital news subscription last year? *Required

Did you pay for training last year? *Required

Do you wish to claim the Volunteer Firefighter amount? *Required

Do you wish to claim the Search and Rescue Volunteer amount? *Required

Disability Tax Credits

I would like to find out if I qualify for disability tax credits

I receive disability tax credits for myself

I receive disability tax credits for a dependent

None of the above

Do you make tax installment payments throughout the year? *Required

Self Employment

Complete this section only if you were self-employed or had business income during the year.

Is your business related to communal activities?

Do you generate income from websites or webpages?

What type of industry is your business?

What type of revenue do you generate?

What is the structure of your business?

How do you take income?

Personal Draws

T4 Salary

T4A Commissions

T5 - Dividends

I'm not sure

Do you earn more than 30k in sales per year?

Do you collect GST?

Do you collect PST?

Do you collect HST?

Do you use your vehicle to travel to clients or transport goods/services?

CRA Business Number

Self-employment notes

Details about your income

Complete this section only if you were an employee during the year.

Are you an employee? *Required

Are you paid by commission as an employee? *Required

Do you have deferred stock options? *Required

Did you claim a GST rebate related to deferred stock options? *Required

Do you receive bonuses?

Do you work for an airline, railway, bus or trucking company, or another employer whose main business is transporting goods or passengers? *Required

Do you travel in vehicles your employer uses to transport goods or passengers? *Required

Do you regularly travel away from the municipality/metropolitan area where your employer’s home terminal is located? *Required

Do you regularly incur meal and lodging expenses while away overnight for work? *Required

Employment Expenses

Complete this section only if you had employment expenses (for example, you have a T2200 or eligible employment expenses).

Do you have expenses related to your employment? *Required

Will your employer provide you with a T2200? *Required

Work From Home

Do you work from home? *Required

Work space in home expenses *Required

Utilities

Maintenance

Home Insurance

Property Tax

Rent

Cell Phone

Alarm System

None of the above

(At least one must be selected.)

Vehicle For Work

Do you use a vehicle in the course of your employment (excluding commuting to and from work)? *Required

Note: Commuting to and from work is not considered a deductible vehicle expense.

Vehicle expenses *Required

Fuel

Vehicle Maintenance

Insurance

License and Registration

Interest expense

Leasing expenses

Capital cost allowance

Other vehicle expenses

Not applicable

(At least one must be selected.)

Do you have employment earnings not reported on a T4 that you would like to make CPP contributions for? *Required

First Time Homebuyers Credit

Did you purchase a home last calendar year? *Required

Did you own any real estate in the last 5 calendar years? *Required

Did you borrow from your RRSP for the down payment? *Required

Have you sold any real estate in the last calendar year? *Required

Address of Property, Date of Purchase, Date of Sale, Proceeds

Home Accessibility Tax Credit (HATC)

If you are claiming HATC, include the renovation description, contractor details, and amounts paid. Accurate details help ensure the credit is claimed correctly.

For the 2022 and subsequent taxation years, the annual expense limit is $20,000 (credit up to $3,000).

The HATC is a non-refundable tax credit for eligible renovations that improve accessibility, mobility, functionality, or reduce risk of harm in the home.

Home Accessibility Expenses (details)

Contractor First Name

Contractor Last Name

Contractor GST Number

Amount paid to contractor

Multigenerational Home Renovation Tax Credit (MHRTC)

If you are claiming MHRTC, list the renovation details and select all qualifying expense categories that apply. Clear documentation helps support the claim if CRA reviews it.

MHRTC is a refundable tax credit that can be claimed for certain renovation expenses to create a self-contained secondary unit for a senior or a person eligible for the disability tax credit.

You can claim up to $50,000 in qualifying expenditures per renovation. The credit is 15% (up to $7,500).

Renovation expenses must be qualifying expenditures:

A reasonable expense directly attributable to the qualifying renovation of an eligible dwelling

Made or incurred after December 31, 2022, and before the end of the renovation period

Made or incurred by an eligible individual (or certain trusts)

Goods acquired or services received, including work by professionals (electricians, plumbers, carpenters, architects, etc.)

Permits required

Rental of equipment used during the renovation

MHRTC details (renovation description, dates, costs, etc.)

Rental Details

Include details for any rental income activity—renting part of your home, a garage, short-term rentals, or separate rental properties (residential or commercial). Include addresses, dates, and key notes.

Did you rent out a portion of your home to generate income? *Required

Do you have rental properties? *Required

Rental property address/details

Student Information

Do you have a student loan? *Required

Were you a student last year? *Required

Do you have a T2202 tuition receipt? *Required

Did you receive grants or scholarships?

Did you withdraw from an RESP?

Did you withdraw from your RRSP to fund education?

Investing and Registered Accounts

Did you borrow money to invest? *Required

I did not borrow money to invest

I have a non-registered investment loan

I borrowed money to invest in RRSP

I borrowed money to invest in RESP

(At least one must be selected.)

Did you receive a pension last year? *Required

Did you withdraw from your RRSP/RRIF/LIRA last year? *Required

Did you contribute to RRSP last year? *Required

Did you contribute to RRSP in the first 60 days of this calendar year? *Required

FHSA - Did you contribute last calendar year? *Required

TFSA - Did you contribute or withdraw money last calendar year?

Do you own non-registered investment assets?

Did we miss anything important?

Other tax details to share

Confirmation

I have reviewed the answers and they are accurate to the best of my knowledge.

Signature: type your full legal name below.

Signature *Required