Upload From HOME - C & V Income Tax Services

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PLEASE FILL OUT THE FOLLOWING FORM
Learn About Pricing
Hidden
Are you aware of our new pricing?*
- Yes, I'm aware of new pricing
Tax Year to be Filed*
Have you filed with us before?*
- New Client
- Prior Client
Are you a Canadian Citizen?*
- Yes
- No
Name*
Social Insurance Number*
Client Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Province of Residence on December 31st*
Home Phone*
Cell Phone
Work Phone
Email*
Date of Birth*

Year
Month
Day
Marital Status on December 31 of Tax Year*
Did your marital status change during the year?*
- Yes
- No
Marital Status Change
Date*
YYYY dash MM dash DD
Prior Status*
Spouse Information
Are we preparing your spouses return with yours now?*
- Yes
- No
Spouse Name*
Spouse Social Insurance No.*
Spouse Social Insurance No.
Spouse Date of Birth

Year
Month
Day
Spouse's Net Income*
Would you like to:
Pension Split*
- Yes
- No
Family Tax Cut*
- Yes
- No
- If you qualify
Do you have dependents?*
- Yes
- No
Please List Each of Your Dependents
Name DOB (YYYY-MM-DD) Relation to you Income

Please use one row per dependent. Click the "+" symbol to add additional rows.
Are we preparing a return for any of your dependents?*
- Yes
- No
List children for whom we are preparing returns*
GST Credit
- Applying for GST Credit
Do you own any Foreign Assets OUTSIDE of Canada?*
- Yes
- No
Owned with Spouse?*
- Yes
- No
What type of foreign asset?*
Location of asset
Value of asset*
Is there any income generated from this asset?*
- Yes
- No
Total for Tax year*
Did you pay Rent or Property tax during the year?*
- Yes
- No
Total paid in the year:
Rent Paid
Property Tax Paid
Rent/tax paid in which province?*
Did you pay hydro on a reserve?*
- Yes
- No
Amount (hydro paid on reserve)
Did you live in a residence while attending post secondary education?*
- Yes
- No
Have you borrowed from your RRSP to buy a home or go back to school?*
- Yes
- No
Have you opened a First Home Savings Account (FHSA)?*
- Yes
- No
Did you contribute in the year?*
- Yes
- No
Home Buyers Repayment
Life Long Learning Repayment
Does anyone pay or receive support payments?*
- Yes
- No
Court Order Dated
YYYY dash MM dash DD
Paid By
Spousal Amount
Child Amount
Recieved by
Spousal Amount
Child Amount
Does anyone qualify for the following Credits?
Family Caregiver Amount
- Family Caregiver Amount
Who qualifies for Family Caregiver Amount
CCRA Approved Disability Credit
- CCRA Approved Disability Credit
Who qualifies for CCRA Approved Disability Credit?
First Time Home Buyers
- First Time Home Buyers
Closing Date
YYYY dash MM dash DD
Did you or your (C/L) spouse own a home since 2009?*
- Yes
- No
Has anyone else claimed any amount towards the $5000 credit?*
- Yes
- No
Amount:
Healthy Homes Senior Home Renovation Tax Credit
- Healthy Homes Senior Home Renovation Tax Credit
Staycation Credit
- Staycation Credit (2022 ONLY)
Amount paid for accomodations in Ontario for under 30 days:
Teacher Supplies
- Teacher Supplies
Amount paid for supplies for the classroom that were not reimbursed by your employer:
Total Paid
Date Contracted
MM slash DD slash YYYY
Renovations completed
Did you pay any of these expenses for your children?
- Child Care
- Children's Fitness Credit (2017 and prior)
- Ontario Activity Credit (2017 and prior)
- Arts Tax Credit (2017 and prior)
Child Care Amount
OR Child Care Receipts:
- Receipts Attached
If more than one child list amount per child
Childrens Fitness Amount
OR Childrens Fitness Receipts:
- Receipts Attached
If more than one child list amount per child
Ontario Activity Amount
OR Ontario Activity Receipts:
- Receipts Attached
If more than one child list amount per child
Arts Tax Credit Amount
OR Arts Tax Credit Receipts:
- Receipts Attached
If more than one child list amount per child
Did anyone pay tuition in the year?*
- Yes
- No
**T2202A must be attached
If the taxpayer is unable to use the full tuition:*
- Carry Forward
- Transfer
Transfer to whom:*
Was the tuition reimbursed by anyone?*
- Yes
- No
By Whom
Amount
Did you dispose of property in the tax year?*
- Yes
- No
Was this the only property owned by you during the entire period of ownership?*
- Yes
- No
Proceeds of Sale*
Year Purchased*
Address*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country
Were you incarcerated in a prison or similar institution anytime during the tax year?*
- Yes
- No
From*
MM slash DD slash YYYY
To*
MM slash DD slash YYYY
Please check any of the following items paid throughout the year
Charitable Donations
- Charitable Donations
Amount Paid
OR Number of receipts attached:
Did you or your (C/L) spouse claim any donations since 2009?
- Yes
- No
Interest on Student Loans
- Interest on Student Loans
Amount Paid
OR: Number of receipts attached
Medical Expenses
- Medical Expenses
Amount Paid
OR: Number of receipts attached
Public Transit Passes
- Senior Transit Pass (65 and older in the year)
Amount Paid Jan 1 - June 30th
Amount Paid July 1 - Dec 31st
OR: Number of receipts attached
Tax Paid By Installments
- Tax Paid By Installments
Amount Paid
OR: Number of receipts attached
Union Dues / Professional Fees
- Union Dues / Professional Fees
Amount Paid
OR: Number of receipts attached
Digital News Subscription
- Digital News Subscription
Amount Paid
OR: Number of receipts attached
Please enter the number of information slips you are attaching
RC62 Qty
RC210 Qty
RRSP Qty
T2202A Qty
T3 Qty
T4 Qty
T4A Qty
T4A (OAS) Qty
T4A (P) Qty
T4FHSA Qty
T4RIF Qty
T4RSP Qty
T4E Qty
T5 Qty
T5007 Qty
T5008 Qty
T5013 Qty
Other
No Income To Declare (required if no income indicated)
- I have no income to declare for this tax return
No Income To Declare (optional)
- I have no income to declare for this tax return
Please Check Off Any That Apply and Supply Additional Documents Listed
Employment Expenses
- Employment Expenses
- Working From Home Due to Covid (2020 - 2022 ONLY)
Complete the Employment Expense worksheet found here
- Simplified - Number of Days
- Detailed - Must Submit a Completed T777SSecond Choice
Days worked from home in the year:
Final and Trust Returns
- Final and Trust Returns
Complete the Trust and Estate checklist found here
Moving Expenses
- Moving Expenses
Complete the Moving Expense worksheet found here
Post Bankruptcy Returns
- Post Bankruptcy Returns
A completed copy of your Pre Bankruptcy Return prepared by your Trustee.
Rental Property
- Rental Property
Complete the Rental Property worksheet found here
Self Employed Income
- Self Employed Income
Complete the Business checklist found here Complete the Business worksheet found here
Filing Information
What is the best time to contact them if we have any questions?*
Are you interested in an instant refund, if you qualify?*
- Yes
- No
Please note: If you do qualify you are required to come into office to pick up your return
How would you like to receive your return?*
Email
Additional Information
Please enter any additional comments or instructions here.
Please Read and Sign
*
- I have reviewed the new price structure
The undersigned certifies that the information supplied here is complete and accurate. C & V Income Tax Services will prepare your tax return based on the information supplied here by the taxpayer. C & V Income Tax Services assumes no liability for errors occurred due to lack of information supplied or misrepresentation by the Taxpayer. The undersigned agrees to pay all fees for services upon completion. Overdue Accounts are subject to 2% / month interest charge (28.5% / annum) and after 90 days a collection administration charge of $45 will be added to your account.
Signed*
Dated*
File Attachments
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Please note that documents must be in .pdf or .jpg format. If your .pdf or .jpg documents will not upload, please email them to support@cvtax.ca
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PLEASE FILL OUT THE FOLLOWING FORM

Marital Status Change

Spouse Information

Would you like to:

Total paid in the year:

Does anyone qualify for the following Credits?

Please check any of the following items paid throughout the year

Please enter the number of information slips you are attaching

Please Check Off Any That Apply and Supply Additional Documents Listed

Filing Information

Please Read and Sign

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Name	DOB (YYYY-MM-DD)	Relation to you	Income