STEP 1 OF 9 — PERSONAL INFORMATION
TAXPAYER
First Name *
Last Name *
SSN / ITIN *
Enter exactly 9 digits. Do not include dashes in SSN / ITIN.
Date of Birth *
Phone *
Work Phone
Email *
Address
City
State
Zip Code
Country
SPOUSE
Spouse First Name
Spouse Last Name
Spouse SSN / ITIN
Spouse Date of Birth
Spouse Phone
Spouse Work Phone
Spouse Email
Spouse Address
Spouse City
Spouse State
Spouse Zip Code
STEP 2 OF 9 — RESIDENCY & STATUS
Are you a US Citizen / Green Card Holder? * YesNo
If not — Visa Type
Visa Validity Date
Did you move to the US in the relevant tax year? YesNo
Date of Entry into USA
Did you leave the US in the relevant tax year? YesNo
Date of Departure from USA
Days in US (last 3 years)
Last Year
2 Years Before
3 Years Before
Did you file a US income tax return for any prior year? YesNo
If Yes — Latest year filed
Tax return form number
Marital Status * SingleMarried Filing SeparatelyMarried Filing JointlyHead of HouseholdQualifying Widow (QW)
Any change in marital status during the year? YesNo
If Yes — please specify
Are we preparing a tax return for your spouse? YesNo
Dependents / Exemptions
Can someone claim Taxpayer as dependent Can someone claim Spouse as dependent Taxpayer born before Jan 2, 1957 Taxpayer is blind Spouse born before Jan 2, 1957 Spouse is blind
At any time during the tax year, did you receive, sell, exchange or dispose of any virtual currency? YesNo
Presidential Election Campaign Fund — $3 to go to fund? (will not change your tax or refund)
Yes — Taxpayer Yes — Spouse
STEP 3 OF 9 — DEPENDENTS
List all dependents below (up to 4).
Dependent 1
Full Name
Relationship
Date of Birth
SSN / ITIN
Child Tax Credit? SelectYesNo
Dependent 2
Dependent 3
Dependent 4
Do you, your spouse, or any dependent qualify for the Disability Tax Credit? YesNo
If Yes — Indicate whom
STEP 4 OF 9 — SOURCES OF INCOME
Check all that apply and attach relevant documents.
Employment Income (W-2)Commission Income (1099-MISC)Social Security (1099-SSA)Stock Sale (1099-B)Pension / IRA / Annuity (1099-R)Real Estate Sale (1099-S)Dividend Income (1099-DIV)Interest Income (1099-INT)Health Savings Account (1099-SA)Unemployment / State Refund (1099-G)Self-Employment IncomeRental IncomeAlimony / Child SupportTips and GratuitiesOther Income
If Other Income — describe
Alimony / Child Support Amount ($)
Tips and Gratuities Amount ($)
Did you make installment payments for the relevant tax year? YesNo
If Yes — How much? ($)
STEP 5 OF 9 — DEDUCTIONS
Check all that apply and provide supporting documents.
Real Estate Taxes PaidMortgage Interest (Form 1098)Donation - CashDonation - Non-CashMedical ExpensesStudent Loan InterestTuition Fees PaidEducator ExpensesHSA Contribution (Form 5498-SA)First-Time Home Buyer AmountEmployment ExpensesSpousal Support Payments
Other Deductions
STEP 6 OF 9 — EMPLOYMENT & BUSINESS
Please include a signed declaration of employment. Enter dollar amounts.
Employment Expenses
Travel ($)
Parking ($)
Supplies ($)
Telephone ($)
Assistant Salaries ($)
Office Rent ($)
Accounting and Legal ($)
Meals and Entertainment ($)
Equipment Rental ($)
Training ($)
Vehicle Expenses ($)
Home Office Expenses ($)
Self-Employed Income and Expenses
Business Name
Business Type
Partner Names and Ownership %
Business Number / EIN
Revenue ($)
Bad Debts ($)
Insurance ($)
Interest and Bank Charges ($)
Licenses and Subscriptions ($)
Office Expenses ($)
Legal and Accounting Fees ($)
Rent ($)
Repairs and Maintenance ($)
Salaries ($)
Equipment and Furniture Purchases ($)
STEP 7 OF 9 — REAL ESTATE
Sale of Real Estate
Property Address
State / Province
Purchase Date
Purchase Price ($)
Property Transfer Tax ($)
Legal Costs — Purchase ($)
Renovations ($)
Sold Date
Sale Price ($)
Legal Costs — Sale ($)
Commission Paid ($)
Rental Property
Rental Income ($)
Advertising ($)
Mortgage Interest ($)
Management Fees ($)
Property Taxes ($)
Utilities ($)
Depreciation ($)
STEP 8 OF 9 — VEHICLE & HOME OFFICE
Vehicle Expenses
Vehicle (Year / Make / Model)
Purchase / Sale Price ($)
Purchase / Sale Date
Lease Period
Business KM / Miles Driven
Total KM / Miles Driven
Fuel ($)
License and Registration ($)
Loan Interest ($)
Lease Payments ($)
Other ($)
Home Office Expenses
% of Home Used for Business
Heat ($)
Hydro ($)
Water ($)
STEP 9 OF 9 — REFUND & BANKING
Do you want your tax refund deposited directly to your bank account? * YesNo
Account Type CheckingSavingsNot Applicable
Bank Name
Bank Country
Account Number
Routing Number
Branch / Transit Number
Note: Please send us a copy of a VOID cheque.
If no direct deposit — Cheque Delivery Address
Document Upload Attach your latest account transcript and tax return (PDF, JPG, PNG — max 5MB)
Document 1
Document 2
Additional Notes
I confirm the information provided is accurate and complete to the best of my knowledge.
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