Which Tax Year are you Filing your return for?*

You will need to fill out a separate form for each year you are filing your return.

SIN Number*

Full Name*

Residential Address*

Please fill in your current residential address.

Is your Mailing Address same as your Residential Address?*

Mailing Address*

Primary Phone Number*

Please provide the best phone number we can reach you.

Date of Birth*

Gender*

Are you filing your Income Tax for the first time with CRA?

Are you a Canadian Citizen?*

Do you want Taxably to provide your information to Elections Canada for Voter's Card purposes/to be on the list of Elections Canada? *

Email*

Please Upload your Prior Year's Tax Return

Marital Status as of December 31st of the Tax Year*

Spouse/Partner Full Name*

Spouse/Partner SIN Number*

Spouse/Partner Date of Birth*

Are we preparing a Tax Return for your Spouse/Partner?*

DISCLAIMER: Please fill out a Separate form for your Spouse/Partner after you have filled out and submitted your's. There will be an additional basic individual fee of *$40 to prepare your Spouse/Partner's Tax Return.*

*Terms and Conditions Apply

Do you qualify for Family Tax Cut?*

Applicable only for 2015 and 2016 Tax Returns.

The October 30, 2014 announcement included a proposal to introduce the Family Tax Cut, a new non-refundable tax credit of up to $2,000 for eligible couples with minor children based on the net reduction of federal tax that would be realized if up to $50,000 of an individual's taxable income was transferred to the individual's eligible spouse or common-law partner. This would take advantage of a spouse's lower income tax bracket.

Example:

A one-earner couple with children earning $73,000 gets about $2,000 from the Family Tax Cut for 2015

A one-earner couple with children earning $66,000 gets about $1,500 from the Family Tax Cut for 2015

Did your Marital Status change during the year?*

Marital Status change Date*

What was your previous Marital Status?*

What Province did you live in on December 31st of the Tax Year? *

Did you pay Rent or Property Tax in Ontario during the Tax year?*

Rent & Property Tax Paid

Please hold on to your Rent/Property Tax Receipts in case you get reviewed by Canada Revenue Agency. Please do not include last month's rent paid unless last month occured in the Tax Year.

Did you pay Hydro on a Reserve?*

Applicable only if you are residing in a Canadian Reserve

Do you have any Dependents?*

Number of Dependents*

Dependent 1

Please enter the information of the Dependent

Dependent 2

Please enter the information of the Dependent

Dependent 3

Please enter the information of the Dependent

Dependent 4

Please enter the information of the Dependent

Dependent 5

Please enter the information of the Dependent

Do you want Taxably to prepare a Return for any of your Dependents?*

Do you own any Foreign Assets that cost more than $100,000 CAD?*

Assets that are located outside of Canada.

Do you own this asset with your Spouse/Partner?*

What type of Foreign Asset do you own?*

The country in which the asset resides?*

Please specify the country where you own this asset.

Adjusted Cost Base of the Asset?*

Purchase Price of the Asset

Is there any Income generated from this Asset?*

Specify the Total Income generated from the asset in the Tax Year*

Do you own any other foreign assets that cost more than $100,000 CAD that you would like to declare?*

Assets that are located Outside of Canada

Do you own this asset with your spouse?*

What type of Foreign Asset do you own?*

The country in which the asset resides?*

Please specify the country where you own this asset.

Adjusted Cost Base of the Asset?*

Purchase Price of the Asset

Is there any Income generated from this Asset?*

Specify the Total Income earned from the Asset for the Year*

Do you own any other Foreign Assets that cost more than $100,000 CAD other than the ones already specified?

Assets that are located outside of Canada.

Did you live in a College Residence while attending Post-Secondary Education?*

Did you contribute any funds into your RRSP?*

Tip: For the Tax year 2019, you will be able to claim contributions made between March 2, 2019 to March 2, 2020

Upload your RRSP receipts*

Upload multiple receipts if applicable

Are you within your RRSP deduction limit? *

Have you previously withdrawn funds from your RRSP under the Life Long Learning Plan, or First Time Home Buyers Program, and still have a balance owing?*

Life Long Learning Plan/First Time Home Buyers Program Repayment Amount

Are there any Support Payments Paid or Received?*

Child Support or Spousal Support

Support Payments

Support Payments

Were you incarcerated for 90 days or more in the Tax year?*

Did you reside outside of a Census Metropolitan Area (CMA) on December 31st of the Tax Year, as defined by Statistics Canada?

The climate action incentive payment includes a 10% supplement for residents of small and rural communities. The supplement applies only to residents of Alberta, Saskatchewan, Manitoba and Ontario whose primary residence is outside a Census Metropolitan Area (CMA), on December 31, 2019, as defined by Statistics Canada in the last census they published before 2019.

Would you like to register your Email for the CRA online mail service?

By providing an email address, the taxpayer is registering for the online mail service and is authorizing the CRA to send him or her e-mail notifications when he or she has mail to view on My Account. Any notices and correspondence delivered online on My Account will be presumed to have been sent on the date of that email notification. The taxpayer understands and agrees that the notice of assessment and notice of reassessment, and any future correspondence eligible for online delivery, will no longer be printed and mailed.

When the taxpayer is registered for online mail, the notices of assessment and reassessment will also be available electronically via the Express NOA service, if the preparer has a valid authorization form for online access.

Did you Immigrate To/Immigrate From Canada during the Tax Year?

Immigrants/Emigrants Information

Are you eligible for the Canada Workers Benefit?

For 2019, the Canada workers benefit (CWB) replaces and strengthens the working income tax benefit (WITB). The CWB is an enhanced, more accessible, refundable tax credit, that is intended to supplement the earnings of low-income workers. As of the 2019 tax year, you may choose to include or not include tax-exempt income when you calculate the CWB. The benefit has two parts: a basic amount and a disability supplement.

Did you sell any Property during the Tax Year?*

(Houses, apartments, etc)

Was this the only Property owned during the period of ownership?*

Immigrants/Emigrants Information

Was this your Primary Residence?*

Residential Property Information

Information of the Property Sold

Information of the Property Sold

Did you file for Bankruptcy in the last five years?*

One of our Tax Experts will contact you for more information regarding your Bankruptcy.

Did you want to claim any Charitable or Political donations?*

Please Specify the Type and Amount of the Donation

Please hold on to your receipts in case you get reviewed by Canada Revenue Agency

Did you or your spouse claim any donations in the last 5 years?*

Did you pay Interest on your Student loans/OSAP?*

Amount Paid for Interest On Student Loans*

Please upload your Interest on Student Loan receipts

Do you qualify for Volunteer Firefighter Credit? *

Do you qualify for Eligible Educator School Supply Tax Credit? *

To be considered as an eligible educator, a taxpayer had to be employed in Canada in 2019 and had to comply with the following two conditions:

- the taxpayer was an eligible teacher or early childhood educator employed at an elementary or secondary school or a regulated child care facility; and

- the taxpayer held a teacher’s certificate or held a certificate or diploma in early childhood education that was recognized in the province or territory in which he or she was employed.

Eligible Educator School Supply Tax Credit

If the taxpayer is an eligible educator, he or she can claim a tax credit for eligible expenses incurred to purchase school supplies, up to an amount of $1,000 of such expenses. The amount must have been paid in 2019. Note that the CRA could ask, at a later date, the taxpayer to provide a letter from his or her employer certifying the eligibility of the expenses for the year.

Did you pay for Medical Expenses?*

Medical Expenses

Are you receiving Transferred Tuition Credits from a Dependent? *

Transfered Tuition Credits

Did you pay any Tax by Installments?*

Amount Paid for Tax by Installments *

Please hold on to your receipts in case you get reviewed by Canada Revenue Agency

Did you pay for Union Dues/Professional Fees?*

Are you a First Time Home Buyer?*

Closing Date of the House*

Did you or your Spouse/Partner own a home within the last five years?*

Do you qualify for Healthy Homes Senior Home Renovation Tax Credit?*

Have you (or a dependent) been approved for the Disability Tax Credit?*

Do you qualify for the Family Care Giver Amount?*

Do you pay Child Care for your child(ren)?*

Child Care Expenses

Please hold on to your receipts in case you get reviewed by Canada Revenue Agency

Does your child(ren) qualify for Children's Fitness Credit?*

Children's Fitness Credit

Please hold on to your receipts in case you get reviewed by Canada Revenue Agency.

Does your child(ren) qualify for Ontario Activity Credit?*

Ontario Activity Credit

Please hold on to your receipts in case you get reviewed by Canada Revenue Agency.

Does any of your child(ren) qualify for Art's Tax Credit?*

Art Tax Credit

Please hold on to your receipts in case you get reviewed by Canada Revenue Agency.

Did you pay for College or University Tuition in the Year?*

Please attach completed Tuition Slip (T2202A)

Contact your College/University if you have difficulties finding your slip.

What would you like to do with your unused tuition credit?*

Was your tuition reimbursed by anyone?*

e.g. Church, Work, etc.

Do you want to update your Direct Deposit Information with Canada Revenue Agency? *

Direct Deposit Information*

Income Declaration*

Please Enter the Year you are Filing for*

Please Enter Your Verified Email

Did you collect CERB payments in 2021?

Did you have to work from home (50% or more) because of Covid-19 in 2021?

How many days did you work from home?

Do you have any Income to declare in this Tax Return?*

Income Slips*

Do you have any Income in the form of Tips?*

Total Tips Amount*

Do you have any Foreign Income Earned/Tax Paid to declare? *

Foreign Income Earned/Tax Paid Amount

Do you receive any Foreign Pension?*

Foreign Pension Amount

Do you have any Investment Expenses to claim? *

Investment Expenses Amount

Do you have any Capital Sales? *

List of Capital Items Sold

Are you eligible to claim Northern Residence Deduction? *

DISCLAIMER: There will be an additional *$35 charge on top of the basic fee to claim Northern Residence Deduction. *

Are you eligible to claim Clergy Residence Deduction? *

Are you a Truck Driver and want to claim Meals and Lodging Expenses? *

DISCLAIMER: There will be an additional *$35 charge on top of the basic fee to claim Meals and Lodging Expenses (TL2) for Truck Drivers.*

Do you want to claim any Employment Expenses?*

DISCLAIMER: There will be an additional *$35 charge on top of the basic fee to claim Employment Expenses. *

Do you have the T2200 Form completed by your Employer?*

Date you started claiming expenses*

Date you stopped claiming expenses? *

GST 370/HST Number of your Employer*

Commission Employee Expenses Only

Year, Make and Model of your Automobile?*

Did you buy the Vehicle during the year?*

If Vehicle is bought in the Year*

Did you Sell/Stopped using this vehicle during the year?*

Sold/Stopped using during the year.*

Are you using this vehicle for the first time for Employment Purposes?*

Value of the Vehicle on the First Day of use?*

Kilometers Driven*

DISCLAIMER: Please maintain an auto-log to record your Total Kilometers Driven and Kilometers Driven for Work Purposes in case you get reviewed by the Canada Revenue Agency.*

Automobile Expenses

Lease Payments and MSRP

Home Office Square Footage *

If the space isn’t used exclusively for Work Purposes, indicate the work related amounts for the following:

DISCLAIMER: You should be able to provide Proof of Square Footage of your designated work space and your entire home if Canada Revenue Agency reviews your return.*

Home Office Expenses (Commission Employees)

Do you want to provide any other information?

Business/Self Employed Income

Hi there, please fill out and submit this form.

Please Enter Your Name*

Please Enter the Year you are Filing for *

Please provide your verified Email*

Do you have any Business/Sole-Proprietorship Income?*

Is your Business Incorporated?*

Taxably will be able to serve you if your business is a Sole-Propeirtship. We are working on serving our corporate clients in the near future.

Do you have any Rental Income to declare ?

Tax year you are filling for ? *

Full Address of the Rental Property*

Are you the Sole Owner of this Property?*

Information of other Owners

Is this property your Personal Residence? *

Is this your first year renting out this property?*

Was this the last year renting out this property? *

List all Unit/Units & there Exclusive Square Feet

Total Rental Expenses

Do you have any other Rental Expenses to claim? *

Total Rental Expenses

Capital Items/Purchasess

Do you have any Automobile Expenses to Claim ?*

Number of Vehicles you used for Rental Purposes? *

Year, Make & Model of the Vehicle #1

Did you Purchase this Vehicle during the Tax Year? *

Sold/Stopped using the Vehicle

Are you using this Vehicle for the first time for Rental Purposes?*

Value of the Vehicle on the Date first used for Rental Purposes?

Percentage of the Property used for Personal use only

Is this your first year renting out this property?*

Date you started renting it out.

You can either upload a copy of the purchase details of the house OR click next and state the Fair Market Value/Change in Use Value when you first began to rent it out.

Upload Purchase Details

Fair Market Value When Started to Rent

Was this the last year renting out this property? *

Date you stopped renting it out.

You can either upload a copy of the sale details of the house OR click next and state the Fair Market Value/Change in Use Value when you stopped renting it out.

Upload Sale Details

Kilometers Driven for Rental Purposes Only

Disclaimer: Please maintain an auto log which includes total kilometers driven for the year and kilometers driven for business purposes only. You should be able to provide this auto log, if the CRA reviews your return. Taxably is not responsible if the amounts on the auto log differ from what has been provided.

Expenses for Vehicle

Do you want to provide any other information?

Is there anything you would like to let us know?

DISCLAIMER: I certify that my answers are true and complete to the best of my knowledge. I have not been solicited by TAXABLY or its representatives in any form and manner. I learned about TAXABLY from their general advertisements and marketing campaigns. I acknowledge that completing this form and submitting to TAXABLY constitutes a contract for services rendered and will result in an invoice based on prices in effect at the time of signing that will become payable upon completion of work, regardless of eventual filing of a tax return or not. TAXABLY is not liable for tax penalties or interest resulting from incomplete information provided, or from an incomplete import from Canada Revenue Agency. As a self-reporting tax jurisdiction, it is wholly my responsibility to verify that claims made, and income reported is complete and accurate.*