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Questionnaire (For US)
ASSESSMENT OF TAX POSITION
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CONTACT US
HOME
ABOUT US
SERVICES
TEAM
CLIENT PORTAL
QUESTIONNAIRE (For Canada)
Questionnaire (For US)
ASSESSMENT OF TAX POSITION
SECURE FILE TRANSFER
CONTACT US
Questionnaire (For Canada)
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Marital status
*
Married
Not married
Divorced
Did the marital status change in 2023?
*
Yes
No
Date of Marriage
*
Name
*
First
Last
Email
*
Contact number
*
Date of Birth
*
SIN
*
First time tax filing?
*
Yes
No
Date of entry to Canada
*
Income earned from any other Country before coming to Canada ( Jan 01 to Date of entry) (in $)
Visa type
*
Visitor Visa
Student visa
Work Visa
PR/Citizen
Address Line 1
*
Address Line 2
City
*
Province
*
Alberta
British Columbia
Manitoba
Newfoundland and Labrador
New Brunswick
Nunavut
Northwest Territories
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon Territory
Postal Code
*
Where did you live on December 31?
*
Alberta
British Columbia
Manitoba
Newfoundland and Labrador
New Brunswick
Nunavut
Northwest Territories
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon Territory
Did your spouse live with you in Canada at any time in the year?
*
Yes
No
Did you have any income in Canada?
*
Yes
No
Income Type
Employed
Self employed
Property income
Capital gains
Choose
*
Cab Driver
Food Delivery
Contracting Worker
Other
How many income properties
*
Description of capital gains
*
Did you have any income from outside Canada?
*
Yes
No
Please Specify type of income & Country name
*
Do you want to enroll your bank account with CRA for Auto deposit?
*
Yes
No
Institution number
*
Transit number number
*
Account Number
*
Spouse
Spouse Name
*
First
Last
Spouse Email
*
Spouse Contact number
*
Spouse Date of Birth
*
Spouse SIN
*
Spouse SIN
First time tax filing for spouse?
*
Yes
No
Spouse date of entry to Canada
*
Spouse Income earned from any other Country before coming to Canada ( Jan 01 to Date of entry) (in $) (copy)
Did spouse have any income in Canada?
*
Yes
No
Spouse Income Type
Employed
Self employed
Property income
Capital gains
Choose for spouse
*
Cab Driver
Food Delivery
Contracting Worker
Other
How many income properties spouse have
*
Description of capital gains for spouse
*
Did spouse have any income from outside Canada?
*
Yes
No
Please Specify type of income & Country name for spouse
*
Do you want to enroll your spouse bank account with CRA for Auto deposit?
*
Yes
No
Institution number for spouse
*
Transit number number for spouse
*
Account Number for spouse
*
Dependants
Dependant 1 Name
Dependant 1 Date of Birth
*
Dependant 1 SIN
*
Your Relationship with Dependant 1
*
Dependant 2 Name
Dependant 2 Date of Birth
*
Dependant 2 SIN
*
Your Relationship with Dependant 2
*
Dependant 3 Name
Dependant 3 Date of Birth
*
Dependant 3 SIN
*
Your Relationship with Dependant 3
*
Dependant 4 Name
Dependant 4 Date of Birth
*
Dependant 4 SIN
*
Your Relationship with Dependant 4
*
Dependant 5 Name
Dependant 5 Date of Birth
*
Dependant 5 SIN
*
Your Relationship with Dependant 5
*
Dependant 6 Name
Dependant 6 Date of Birth
*
Dependant 6 SIN
*
Your Relationship with Dependant 6
*
Dependant 7 Name
Dependant 7 Date of Birth
*
Dependant 7 SIN
*
Your Relationship with Dependant 7
*
Dependant 8 Name
Dependant 8 Date of Birth
*
Dependant 8 SIN
*
Your Relationship with Dependant 8
*
Dependant 9 Name
Dependant 9 Date of Birth
*
Dependant 9 SIN
*
Your Relationship with Dependant 9
*
Dependant 10 Name
Dependant 10 Date of Birth
*
Dependant 10 SIN
*
Your Relationship with Dependant 10
*
Select the options applies to you/spouse
Had any employment income (Attach T4)
Earned income from Investments, Stocks or Crypto?
Sold real estate property
Did have contracting income/freelance income
Did you withdraw from RRSP/FHSA
Incurred Medical expenses (Attach receipts)
Paid for private health insurance (Attach receipts)
Contributed to RRSP/FHSA (Attach receipts)
Incurred child care expenses (Attach receipts)
Did charitable contributions (Attach receipts)
Do you want to claim work from expenses detailed method? (Attach form T2200S)
Did you pay any tuition fee (Attach T2202)
Did you own any property outside Canada of which the cost was more than $100k?
Did you purchase a new home
Date of closing home
*
Upload your documents/receipts as one file (Attach form T4, T2200S, T2202, and receipts if available)
Click or drag files to this area to upload.
You can upload up to 20 files.
Comments
Terms and Conditions
*
I hear by declare that the above information is true to the best of my knowledge and I give my consent to Anumandla Accounting Limited to read and retain the above information.*
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