British-Columbia Form New Client Filling in British-Columbia form new client Is this your first tax return? * Yes No Which tax year(s) would you like to process? * Is this tax filling is a deceased person? * Yes No If you answered "Yes" Please indicate the date of death MM DD YYYY *Please only file one form per legal person Name * Full name as it appears in Revenue Canada First Name Last Name Social Security Number * Date of birth * MM DD YYYY Address Address 1 Address 2 City State/Province Zip/Postal Code Country Phone * (###) ### #### Email Marital status on December 31th 20XX * Single De facto spouse Married Divorced Widow/Widower Has this situation changed during the tax year ? If yes, please indicate the date and the change in marital status ex. single to common-law partner, June 14 20xx. If no, please write No. Do you have the Canadian citizenship? * Yes No Would you like the Canada Revenue Agency to file your notices of assessment in your online file with them? * Yes No As a Canadian citizen, do you authorize the Canada Revenue Agency to send your personal information to Elections Canada for updating the National Register of Electors? * Yes No You make $60K but less than $80K? You’ll be eligible for the full $400 credit! * If you believe you are eligible. Please indicate the name of your owner and the total amount paid for your accommodation for the period from January 1, 20xx to December 31, 20xx Yes No Name of your owner & total amount paid Do you have a dependant child (ren)? * If so, please enter their first name, last name, date of birth (dd / mm / yyyy) and whether you have full or shared custody (50/50). If not, simply enter "no" Do you have rental income? * If you answered yes. Please add information related to rental income to the Rental income option Yes No Additional information you would like me to know Where did you hear about me? * Google search Internet Advertisement Local ad Recommandation from Friends Name of person who referred you: Do you agree to allow us to retain your email address for the specific purpose of sending you reminders during tax season to inform you about deadlines and tax obligations, in accordance with Law 25 on the protection of personal information? * Yes No Thank you for filling this form. After clicking "SUBMIT" you will be redirected to a dropbox file sharing link. Please be informed that all of your documents are secured and confidential. Thank you! Existing Client Filling in British-Columbia form Existing client *Please only file one form per legal person Which tax year(s) would you like to process? * Is this tax filling is for a deceased person? * Yes No If you answered "Yes" Please indicate the date of death MM DD YYYY Name * Full name as it appears in Revenue Canada First Name Last Name Social Security Number (Last 3 numbers) * Email Has this situation changed during the tax year ? If yes, please indicate the date and the change in marital status ex. single to common-law partner, June 14 20xx. If no, please write No. * Marital status on December 31th 20XX * De facto spouse Married Divorced Widow/Widower Would you like the Canada Revenue Agency to file your notices of assessment in your online file with them? * Yes No As a Canadian citizen, do you authorize the Canada Revenue Agency to send your personal information to Elections Canada for updating the National Register of Electors? Yes No You make $60K but less than $80K? You’ll be eligible for the full $400 credit! * If you believe you are eligible. Please indicate the name of your owner and the total amount paid for your accommodation for the period from January 1, 20xx to December 31, 20xx Yes No Name of your owner & total amount paid Do you agree to allow us to retain your email address for the specific purpose of sending you reminders during tax season to inform you about deadlines and tax obligations, in accordance with Law 25 on the protection of personal information? * Yes No Do you have a dependent child (ren)? * If so, please enter their first name, last name, date of birth (dd / mm / yyyy) and whether you have full or shared custody (50/50). If not, simply enter "no" Do you have rental income? * If you answered yes. Please add information related to rental income to the Rental income option Yes No Additional information you would like me to know Where did you hear about me? * Google search Internet Advertisement Local Ad Recommandation from Friends Name of person who referred you: Thank you! Rental Income Filling in British-Columbia form *Rental Income* Which tax year(s) would you like to process? * Address Address 1 Address 2 City State/Province Zip/Postal Code Country Mandatory information to be provided (If applicable) Here's a list of common expenses associated with rental income that you can deduct on your tax return Total rental income Advertising and Marketing ( Costs incurred to advertise the property for rent, such as listing fees.) Insurances (Premiums paid for insurance on the rental property.Premiums paid for insurance on the rental property.) Mortgage Interest (The interest paid on the mortgage for the rental property.) Property Management Fees (f you hire a property manager, their fees are deductible.) Legal and Professional Fees (Fees paid to lawyers, accountants, or other professionals for services related to the rental property.) Repairs and Maintenance (xpenses for repairs and maintenance to keep the property in good condition. This can include painting, fixing leaks, repairing appliances, etc.) Property Taxes (Taxes paid to local authorities on the rental property.) Utilities ( Costs for utilities such as water, electricity, gas, and heating.) Travel Expenses (If you travel to maintain or manage your rental property, you can deduct certain expenses, such as gas, mileage, and accommodation.) Office Expenses (Costs associated with maintaining an office for rental property management, such as office supplies or a home office deduction if applicable.) Capital Expenses (Certain capital expenses, like major renovations or improvements, may be deductible, but usually as capital cost allowance over several years.) Condo Fees or Homeowners Ass. Fees (Fees paid to a condo association or homeowners association related to the rental property.) Interest on Loans for Improvements or Repairs (If you took out a loan for improvements or repairs, the interest on that loan is deductible.) Bank Charges (Fees paid to financial institutions for services related to the rental property, such as account maintenance fees.) Other Expenses (Any other reasonable expenses related to the maintenance and operation of the rental property.) Business-use-of-home expenses (if applicable) % home business use Heat Electricity Insurance Maintenance Mortgage interest Property taxes Motor vehicle expenses KM you drove in the fiscal period that was part of earning business income Total KM you drove in the fiscal period Fuel & oil Insurance Licence & registration Maintenance & repairs Rental fees Interest paid (If purchased) vehicle market value or purchase price Year of purchase Vehicle model Business parking fees Additional information you would like me to know Thank you for filling this form. After clicking "SUBMIT" you will be redirected to a dropbox file sharing link. Please be informed that all of your documents are secured and confidential. Where did you hear about me? * Google search Internet Advertisement Local ad Recommandation from Friends Name of person who referred you: Do you agree to allow us to retain your email address for the specific purpose of sending you reminders during tax season to inform you about deadlines and tax obligations, in accordance with Law 25 on the protection of personal information? * Yes No Additional information to attach Self-Employed Filling in British-Columbia form *Self-Employed* Did you file for bankruptcy during the tax year? If so, we will not be able to process your return. * Yes No Which tax year(s) would you like to process? * Name * Full name as it appears in Revenue Canada Social Security Number * Date of birth * MM DD YYYY Phone number * (###) ### #### Marital status on December 31th 20XX Single De facto spouse Married Divorced Widow/Widower Address Address 1 Address 2 City State/Province Zip/Postal Code Country Has this situation changed during the tax year ? If yes, please indicate the date and the change in marital status ex. single to common-law partner, June 14 20xx. If no, please write No Yes No Email * Would you like the Canada Revenue Agency to file your notices of assessment in your online file with them? Yes No Do you have the Canadian citizenship? * Yes No Do you have a dependent child (ren)? * If so, please enter their first name, last name, date of birth (dd / mm / yyyy) and whether you have full or shared custody (50/50). If not, simply enter "no" Yes No ***Section seft-employed*** Main product or service Business number Does a GST return need to be filed? * Yes No Mandatory information to be provided (If applicable) Gross sales, commissions or fees Advertising Meals & entertainment Insurances Interests & bank charges Business taxes, licences and membership Office expenses Professional fees Rent Salaries, wages & benefits (Including employer's contributions) Travel expenses Utilities Repairs & maintenance Business-use-of-home expenses (if applicable) % home business use Heat Electricity Insurance Maintenance Mortgage interest Property taxes Motor vehicle expenses KM you drove in the fiscal period that was part of earning business income Total KM you drove in the fiscal period Fuel & oil Insurance Licence & registration Maintenance & repairs Rental fees Interest paid (If purchased) vehicle market value or purchase price Year of purchase Vehicle model Business parking fees Additional information you would like me to know Thank you for filling this form. After clicking "SUBMIT" you will be redirected to a dropbox file sharing link. Please be informed that all of your documents are secured and confidential. Where did you hear about me? * Google search Internet Advertisement Local ad Recommandation from Friends Name of person who referred you: Do you agree to allow us to retain your email address for the specific purpose of sending you reminders during tax season to inform you about deadlines and tax obligations, in accordance with Law 25 on the protection of personal information? * Yes No
