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Personal Information Questionnaire

As a first step, you need to fill out this questionnaire accurately with your personal information.
This document is mandatory to process your tax declaration.

Additional Questionnaires

Depending on your situation, complete any additional questionnaire(s) from the list below:

Self-Employed Questionnaire
Self-Employment

Self-Employed Questionnaire

This questionnaire is required if you are making self-employment income

Employment Expenses Questionnaire
Expenses

Employment Expenses Questionnaire

This questionnaire is required if you have employment expenses & your employer provided you with the T2200(& TP-64.3 for Québec)

Rental Property Income Questionnaire
Rental Property

Rental Property Income Questionnaire

This questionnaire is required if you own a property that you are renting out

Medical Expenses Questionnaire
Expenses

Medical Expenses Questionnaire

This questionnaire is required if you have several medical expenses to declare

Uber DoorDash Questionnaire
Self-Employment

Uber DoorDash Questionnaire

This questionnaire is required if you are generating income from Uber, DoorDash or similar.

RL31 Questionnaire
Rental Property

RL31 Questionnaire

This questionnaire is required if you rented your property in Quebec for which rent was paid on December 31st 

Disposition of Property Questionnaire
Other

Disposition of Property Questionnaire

This questionnaire is required if you have disposed of (sold) your property within the taxation year

Moving Expenses Questionnaire
Expenses

Moving Expenses Questionnaire

This questionnaire is required if you moved at least 40 Km to be closer to your NEW workplace or school

For assistance with identifying the tax slips and receipts that you need to provide us, you can refer to the Documents Checklist and Common Deductions section on our Tips page.

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