Sample Page

Personal Tax Intake Form - Stage 2

1Client Status

2Elections Canada

3Organ/Tissue

4Post Assessment

5Personal Info / Dependants

6Marital Status

7FHSA

8Real Estate

9Rent/Property Taxes

10CERB/COVID

11Income

12Self-Employment

13Rental Property

14Deductions

15Tax Credits

16Review

Please be advised. This form may take approximately 30 to 60 minutes to complete. For an optimal experience, we suggest using a device with a larger screen like a laptop or desktop computer.

Client Status

Are you a new tax client?(Required)

Yes

Is this your first year filing a tax return?(Required)

Yes

Elections Canada

Do you agree to the CRA sending your contact information to Elections Canada?(Required)

Yes

Organ / Tissue Donor Consent

Would you like to receive information about Organ/Tissue donation?(Required)

Yes

Pre/Post Assessment Review

In the event of a pre/post assessment review of your return, would you like KPS Books to be contacted?(Required)

Yes

Personal Information / Declaration of Dependants

Name(Required)

First Middle Last

Is your name on file with the CRA the same?(Required)

Yes

Name on file with CRA(Required)

Address(Required)

Street Address City Province Postal Code

Has your address changed in the tax year?(Required)

Yes

Email(Required)

Do you want to receive emails from CRA(Required)

Yes

Already Registered

Birthdate(Required)

Dependants?(Required)

Yes

Dependant Information

Dependant Name	Dependant Birthdate	Actions

There are no Dependants.

Maximum number of dependants reached.

Please list all dependants

Do you share custody?(Required)

Yes

Custody Details(Required)

Please provide details of custody arrangement(s).

Do you pay daycare fees?(Required)

Yes

Did you pay any fees for children’s camps, where the main purpose of the camp was to provide childcare?*(Required)

Yes

Click here for more information.

Marital Status

What is your marital status?(Required)

For more information click here.

Single

Married

Living common-law

Separated

Divorced

Widowed

Has your marital status changed in the tax year?(Required)

Yes

Date of change(Required)

Spouse Information

Are we preparing spouse’s return?(Required)

Yes

Spouse's full name, including middle(Required)

First Middle Last

First Home Savings Account (FHSA)

Did you open a First Home Savings Account (FHSA) in the year?(Required)

Yes

Do you already have a FHSA?(Required)

Yes

Did you make contributions?(Required)

Yes

Disposition of Principal Residence

Did you sell your home in the tax year?(Required)

Yes

Information Regarding Home Sale

Was it your principal residence for all years?(Required)

Yes

See here for more information.

Please explain(Required)

Purchase year(Required)

Selling Price(Required)

Address(Required)

Street Address City Province Postal Code Country

Married/common law at any point during ownership?(Required)

Yes

Percent of asset claimed by spouse(Required)

Rent / Property Taxes

Do you rent or own?(Required)

Rent

Own

Both

N/A

Rent

Number of months paid(Required)

Total paid(Required)

Name of Landlord(Required)

Property Taxes

Number of months paid(Required)

Total paid(Required)

Name of township/municipality(Required)

CERB/COVID

Did you make any CERB/COVID Benefit Repayments in the year?(Required)

Yes

Total paid(Required)

Types of Income

Were you employed?(Required)

Yes

Were you entitled to claim employment expenses?(Required)

Yes

Did you work in QC?(Required)

Yes

Did you earn any commission fees/fees for services?(Required)

Yes

Do you have any associated expenses to claim against this income?(Required)

Yes

Did you receive any income from a profit-sharing plan?(Required)

Yes

Did you earn tips?(Required)

Yes

Tips earned(Required)

Did you receive income from the CPP Pension or Disability Benefits Plan?(Required)

Yes

Did you receive income from Old Age Security (OAS)?(Required)

Yes

Did you make any withdrawals from a Registered Retirement Account?(Required)

Yes

Did you make any withdrawals from a RIF annuity?(Required)

Yes

Did you earn income from short-term rentals (ex. AirBNB, VRBO)(Required)

Yes

Was the rental operation compliant with all provincial/municipal licensing, permitting, and registration requirements?(Required)

Yes

Please note that additional information may be requested.

Did you collect any EI Benefits?(Required)

Yes

Do you have investments?(Required)

Yes

Do you pay any management fees for your investment portfolio?(Required)

Yes

Are you self-employed? (Note: Sole-proprietors/Non-incorporated only)(Required)

Yes

Do you own a rental property?(Required)

Yes

Did you make any withdrawals from a First Home Savings Account (FHSA)?(Required)

Yes

Did you sell any other assets for which you are claiming capital gains/losses (ex. Property, investments, etc.)(Required)

Yes

Do you RECEIVE alimony payments? (Note: Child support is N/A)(Required)

Yes

Amount received(Required)

Did you PAY alimony support payments? (Child support is N/A)(Required)

Yes

Amount paid(Required)

Did you receive Worker’s Compensation, or Social Assistance payments?(Required)

Yes

Please Continue You have indicated you are not self-employed.

Self-Employed Checklist

Please Note Additional information might be requested/required.

Is this your FIRST year of business?(Required)

Yes

Start date(Required)

Is this your FINAL year of business?(Required)

Yes

End date(Required)

Name of business(Required)

Are you registered for HST?(Required)

Yes

CRA Business Number(Required)

Do you require KPS to prepare/file your HST return?(Required)

Yes

Do you have CRA access?(Required)

Yes

Do you have a CRA Web Access Code?(Required)

Yes

We are unable to assist with filing.

Please Note Additional information likely to be requested, and additional charges will apply.

Description of business/services(Required)

Expenses

Telephone(Required)

What percentage of this cost is used for business purposes?

Internet(Required)

What percentage of this cost is used for business purposes?

Did the business use a home office?(Required)

Yes

Was the office space a dedicated or shared space?(Required)

Dedicated

Shared

See here for more information.

What is the total square footage of your home?(Required)

What is the square footage of your dedicated office space?(Required)

Please note. Additional information will be requested

Auto Expenses?(Required)

Yes

What was the total KM driven in the tax year?(Required)

What was the total KM, in the year, driven for business purposes?(Required)

Capital asset purchases?(Required)

Yes

Please Continue You have indicated you do not have a rental property.

Rental Property Checklist

Please Note Additional information likely to be requested.

Do you own/claim 100% of the rental revenue?(Required)

Yes

Is any portion of the rental property used for personal use?(Required)

Yes

Percent for personal use(Required)

Address(Required)

Street Address City Province Postal Code Country

Number of units(Required)

Rental Revenue(Required)

Did you make any contributions to an RRSP?(Required)

Yes

Did you pay any annual union, professional, or like dues?(Required)

Yes

Tax Credits

Are you, or one of your dependents, eligible to claim the Disability Tax Credit(Required)

Yes

See here for more information.

If this credit is not needed on your return, are you willing to transfer the claim to your spouse?(Required)

Yes

Did you pay any tuition fees?(Required)

Yes

If not needed, are you wanting to transfer the tuition amount?(Required)

Yes

Please Note KPS Books will need to obtain a signed transfer form.

Did you pay interest on a student loan?(Required)

Yes

Did you incur any Medical Expenses that you are eligible to claim?(Required)

Please click here for a list of eligible expenses

Yes

Did you have to travel for appointments?(Required)

Yes

Did you incur any fertility treatment expenses?(Required)

Please click here for more information

Yes

Did you make any Charitable Donations?(Required)

Yes

Did you make any Political Donations?(Required)

Yes

Did you purchase your first home?(Required)

Yes

Did you complete any renovations to make your home more accessible?(Required)

Yes

See here for more information.

Did you complete any multi-generational home renovations?(Required)

Yes

See here for more information.

Did the work pass final inspections in the tax year?(Required)

Yes

Are you a school teacher?(Required)

Yes

Did you purchase eligible supplies for your classroom?(Required)

Yes

Are you a volunteer firefighter? Search and Rescue?(Required)

Yes

See here for more information.

Are there other items that you would like to claim or discuss?(Required)

Yes

(ex. Adoption costs, moving expenses, legal fees, etc.)

Provide details/explanation(Required)

{all_fields}

Shopping List

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{:150:value}
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Sole Prop: Summary of business expenses (not including HST, if registered)
{:85:value}
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{:143:value}
{:161:value}

Unique ID

Consent(Required)

I agree to the privacy policy.

I acknowledge that the information I’ve provided is complete and accurate to the best of my knowledge. I understand that any omissions or inaccuracies may affect the preparation of my tax return and assume responsibility for providing all required documentation. I understand that additional questions or documentation may be required to properly complete my tax return and I agree to provide any further details as needed.

Sample Page

Personal Tax Intake Form - Stage 2

Client Status

Elections Canada

Organ / Tissue Donor Consent

Pre/Post Assessment Review

Personal Information / Declaration of Dependants

Dependant Information

Marital Status

Spouse Information

First Home Savings Account (FHSA)

Disposition of Principal Residence

Information Regarding Home Sale

Rent / Property Taxes

Rent

Property Taxes

CERB/COVID

Types of Income

Self-Employed Checklist

Expenses

Rental Property Checklist

Tax Credits

Shopping List

613-205-1305

info@kpsbooks.com

361 Queen St
Smiths Falls, ON
K7A 5B8

Sample Page

Personal Tax Intake Form - Stage 2

Client Status

Elections Canada

Organ / Tissue Donor Consent

Pre/Post Assessment Review

Personal Information / Declaration of Dependants

Dependant Information

Marital Status

Spouse Information

First Home Savings Account (FHSA)

Disposition of Principal Residence

Information Regarding Home Sale

Rent / Property Taxes

Rent

Property Taxes

CERB/COVID

Types of Income

Self-Employed Checklist

Expenses

Rental Property Checklist

Tax Credits

Shopping List

613-205-1305

info@kpsbooks.com

361 Queen St Smiths Falls, ON K7A 5B8

361 Queen St
Smiths Falls, ON
K7A 5B8