Multistep form – Accounting Canada

Multistep form ENG

1. Personal Information (taxpayer)

1.1 First Name

1.2 Last Name

1.3 Gender (from your birth certificate or driver licence)

Male

Female

1.4 SIN

1.5 DOB (mm-dd-yyyy)

1.6 Home Phone

1.7 Mobile Phone

1.8 Email

1.9 Address (physical)

Address Line 1

Address Line 2

City

State

Zip Code

Country

1.9.1 Is the mailing address the same as physical?

Yes

1.9.1.1 Address (mailing)

Address Line 1

Address Line 2

City

Province

Zip Code

Country

2. Residence

2.1 Residency status:

Resident

Non resident

Deemed resident

Other

2.1.1 Are you Canadian citizen?

Yes

2.1.1.1 Do you authorize the CRA to provide your name, address, and date of birth to Elections Canada to update your information on the National Register of Electors?

Yes

2.1.2 Please specify your residency status

2.2 Do you want to register with CRA Online Mail?

Yes

Already registered

2.2.1 Do you want to use this email? -

Yes

2.2.1.1 Provide your email address

2.3 Province or territory of residence on December 31, 2023

Alberta

British Columbia

Manitoba

New Brunswick

Newfoundland and Labrador

Nova Scotia

Ontario

Prince Edward Island

Quebec

Saskatchewan

Northwest Territories

Nunavut

Yukon

Out of Canada

2.4 Did the taxpayer immigrate to Canada or emigrate from Canada during the year 2023?

Yes

2.4.1 Please provide date of entry or date of departure

Date of entry

Date of departure

2.4.1.1 Enter the date of entry

Enter your income from Jan 1 2023 until the date of entry

Enter the amount of tax paid on the income from Jan 1 2023 until the date of entry

2.4.1.1 Enter the date of departure

Enter your income from the date of departure until the Dec 31 2023

Enter the amount of tax paid on the income from the date of departure until Dec 31 2023

3. Marital status

3.1 Marital status:

Married

Separated

Divorced

Common Law

Single

Widowed

3.2 Did you have changes to your marital status in 2023?

Yes

3.2.1 Select a date

3.3 Does your spouce live in Canada?

Yes

3.3.1 Do you file this form jointly with your spouse's return?

Yes

3.3.1.2 Provide amount of your spouses return (Line 23600)

3.3.1.1 Don't forget to fill the separate form for your spouse

3.3.1.3 the information about your spouse

First Name

Last Name

Title

SIN

DOB

Mobile Phone

3,4 Were you married or living common-law at any time in this tax year?

Yes

3.5 Spousal support payments made or received?

Yes

3.5.1 Please provide the amount of payments month by month below

Jan

Feb

Mar

Apr

May

Jun

Jul

Aug

Sep

Oct

Nov

Dec

4. Dependant(s)

4.1 Do you have kids or adults who depend on you?

Yes

4.1.1 Name

4.1.2 Relationship

4.1.3 DOB

Age

4.1.4 SIN

4.1.5 Physically or Mentally Infirmed?

Yes

4.1.6 Dependants Income

4.1.1.1 Do you file this form jointly with your dependants return?

Yes

Don't forget to fill the separate form for your dependant

4.1.7 Do you want to add more dependants? #2

Yes

4.1.1 Name

4.1.2 Relationship

4.1.3 DOB

Age

4.1.4 SIN

4.1.5 Physically or Mentally Infirmed?

Yes

4.1.6 Dependants Income

4.1.1.1 Do you file this form jointly with your dependants return?

Yes

Don't forget to fill the separate form for your dependant

4.1.7 Do you want to add more dependants? #3

Yes

4.1.1 Name

4.1.2 Relationship

4.1.3 DOB

Age

4.1.4 SIN

4.1.5 Physically or Mentally Infirmed?

Yes

4.1.6 Dependants Income

4.1.1.1 Do you file this form jointly with your dependants return?

Yes

Don't forget to fill the separate form for your dependant

4.1.8 List of childcare expenses, with receipts, for each child

Choose File

4.1.9 List of Adoption expense, with receipts, for each child

Choose File

4.1.10 T2202 – Tuition/education amount claimed on transfer from dependant(s)?

Yes

4.1.10.1 Attach files

Choose File

4.2 Do you have receipts/listing of all medical expenses paid in the year for taxpayer, spouse, and dependants?

Yes

4.2.1 Attach files

Choose File

5. Change in Personal or Financial Situation During the Year

5.1 Choose which accounts you have from the list (multiple check available):

TFSA

RRSP

FHSA

HBP

5.1.2 Please attach T5 slip

Choose File

5.1.2 Were any amounts repaid during the year to home buyers’ plan or lifelong learning plan?

Yes

5.2 Did you close a bank account or investment account?

Yes

5.2.1 Date you closed a bank account or investment account:

5.3 Did you declare bankruptcy during the year?

Yes

6. Foreign reporting - T1135

6.1 Choose the total value of foreign property that you own or owned during the year:

a) 0 to $100,000

b)$100,000 - $250,000

c) $250,000 or more

d) N/A

7. General Income

7.1 Please choose one or multiple

7.1.1 Is your income for the year 2023 equals zero? (You didn't have any income)

Yes

7.1.2 Did you have employment income? T4

Yes

Attach T4 Slips

Choose File

7.1.2.1 Do you have employment income or taxable benefits not shown on the T4 slip?

Yes

Attach files

Choose File

7.1.3 Did you have commission or subcontractor income - T4A slip?

Yes

Attach T4A Slips

Choose File

7.1.4 Did you have employment Insurance - T4E slip?

Yes

Attach T4E file

Choose File

7.1.5 Did you receive social assistance - T5007?

Yes

Attach T5007 file

Choose File

7.1.6 Did you receive Workers’ Compensation (WorkSafe) benefits - T5007?

Yes

Attach T5007 file

Choose File

7.1.7 Did you have deductible employment expenses - T2200?

Yes

Attach signed form T2200

Choose File

7.1.8 Did you have Self-employed or partnership income?

Yes

7.1.8.1 Is this a self-employed business or partnership owned by more than one person?

Yes

7.1.8.1.1 What is your percentage of ownership?

7.1.8.2 Are you registered to be eligible for Employment Insurance (EI) special benefits?

Yes

7.1.8.3 Do you have your financial statement of income and expences prepared (Bookkeeping template)?

Yes

I will prepare them and send to you by email

I need help with preparation

7.1.8.3.1 Please attach bookkeeping template

Choose File

7.1.8.4 Did you use your vehicle for the business purposes?

Yes

7.1.8.4.1 Do you have prepared log book and vehicle expences?

Yes

I will prepare them and send to you by email

I need help with preparation

7.1.8.4.2 Please attach log book, lease agreement and vehicle expences

Choose File

7.1.8.5 Did you use a portion of your home for business?

Yes

7.1.8.5.1 Do you have prepared form Home Office Expences?

Yes

I will prepare them and send to you by email

I need help with preparation

7.1.8.5.2 Please attach Home Office Expences form

Choose File

7.1.8.6 Do have a list of all asset additions and disposals (including cars, equipment, etc.) prepared?

Yes

I will prepare them and send to you by email

I need help with preparation

7.1.8.6.1 Please attach files

Choose File

7.1.8.7 Do you have any of these government remittances registered?

GST/HST

PST

QST

WCB

Other

7.1.8.7.1 Attach registration forms

Choose File

7.1.9 Did you have Canadian Pension income?

Yes

7.1.9.1 Attach files that you have from this list: T4A, T4A(P), T4A(OAS), T4A-RCA, T4RSP, T4RIF

Choose File

7.1.10 Did you have Investment Income or Investment Deductions (Cryptocurrencies, shares, dividents, etc)?

Yes

7.1.10.1 Attach files that you have from the list: T3, T5, T4PS, T5013, T5008

Choose File

7.1.11 Did the taxpayer dispose of property or investments (including principal residence) during the year?

Yes

7.1.11.1 Description of property & Quantity

7.1.11.2 Date Acquired

7.1.11.3 Date Disposed of

7.1.11.4 Sales Proceeds

7.1.11.5 Cost

7.1.11.6 Expenses for Disposal

7.1.11.7 Interest paid to earn investment income

7.1.11.8 Management Fees

7.1.11.9 Accounting/legal fees

7.1.11.10 Attach copies of purchase or sale agreements

Choose File

7.1.12 Did you have Rental Income?

Yes

7.1.12.1 Is this property owned by more than one person?

Yes

7.1.12.2 What percentage of ownership is the taxpayers?

7.1.12.3 Do you have your statement of rental income prepared?

Yes

I will prepare them and send to you by email

I need help with preparation

7.1.12.4 Please attach your statement of rental income

Choose File

7.1.13 Did you have any other income? (Tips, cash, etc)

Yes

7.1.13.1 Enter total amount of other income

7.1.13.2 Enter detailed description of other income

8.Other Credits

8.1 Did you paid any amounts for union and professional dues?

Yes

8.1.1 Attach files

Choose File

8.2 Did you have any moving expenses?

Yes

8.2.1 Attach files

Choose File

8.3 Did you have Volunteer Firefighter and/or Search and Rescue eligible amount?

Yes

8.3.1 Attach files

Choose File

8.4 Do you have Receipts for charitable donations or you have donations made by way of gifting an item in kind?

Yes

8.4.1 Attach files

Choose File

8.5 Do you have receipts for political contributions?

Yes

8.5.1 Attach files

Choose File

8.6 Did you work as teacher/coach/early childhood educator?

Yes

8.6.1 For teachers and early childhood educators only

Attach receipts for purchase eligible teaching supplies

8.6.2 For teachers and early childhood educators who coached minimum 10 hours:

Attach receipts for purchase eligible coaching supplies

8.7 Do you have T2202 – Tuition/education amount for taxpayer?

Yes

8.7.1 Attach files

Choose File

8.8 Do you have student loan?

Yes

8.8.1 Amount of students loan interest

8.9 Have you purchased of a new home and want to claim the first-time home buyer’s amount?

Yes

8.10 Are you eligible for northern residency deduction?

Yes

Don't know

8.10.1 Are you Claiming the BASIC Northern Living Deduction?

Yes

8.10.2 Are you Claiming the ADDITIONAL Northern Living Deduction?

Yes

8.10.3 Do you have Box 32 on your T4 slip(s)

Yes

8.10.4 Do you have travel information and receipts?

Yes

I will prepare them and send to you by email

I need help with preparation.

8.10.4.2 Attach travel information and receipts

Choose File

8.11 Are you in title of the property(E.g: vehicles, real estate, bank accounts, etc) that you are not the real owner?

Yes

Does the total value of such property cost over $50,000?

Yes

8.12 Do you rent accommodation?

Yes

Enter the amount you paid for rent last year:

How many months have you lived in this property last year?

Specify the landlord (name or company name)

9.Prior Year Tax Return Information/Correspondence

9.1 Is this your first tax return?

Yes

9.1.1 Here you can attach any correspondence from CRA

Choose File

9.1.2 Attach your statement of instalments paid for the year; if applicable

Choose File

9.2 Do you have registered for direct deposit from CRA?

Yes

9.3 Do you want to be registered?

Yes

Enter Your bank details:

9.3.1 Transit Number

9.3.2 Institution number

9.3.3 Account number

9.3.4 Confirm account number

9.4 Do you want to attach any other documents?

Yes

9.4.1 Attach files

Choose Files

9.5 Do you want to leave any comments for your tax preparer?

Yes

9.5.1 Field for writing comments