Are you a Canadian Citizen? YesNo
Do you authorize CRA to provide your name, DOB, address and citizenship to Elections Canada for them to update the National Register of Electors?
YesNo
Did you sell your principal residence in 2023?YesNo
In 2023 did you own specified foreign property with a total cost at any time during the year of more than $100,000.00 CAD?
- This may include holdings in non-registered investment accounts. Please request a T1135 report from your Financial Advisor and submit to us. If you are unsure, please check with your advisor. There is a $2,500.00 penalty for not filing the T1135 if required.
- Or, did you own a rental property in foreign country? For example, in Florida, this also requires a T1135 filing if you rented it out.
YesNo
Did you own an interest in a foreign affiliate at any time in 2023YesNo
Change in Family Status?YesNo
Did you work from home due to COVID-19 and are applying for the $2/day tax credit? If so please confirm:
a. Did you work from home during 2023 because of the Covid-19 pandemic?
YesNo - ( Answer No to b, c, d, e )
b. You worked from home more than 50% of the time for a period of at least 4 consecutive weeks in the year?
YesNo
c. You are only claiming a home office expense and no other employment expense?
YesNo
d. Your employer did not reimburse you for all of your home office expenses?
YesNo
e. Please provide the number of days you worked from home in 2023 (write '0' if it is not the case)
Did you receive/ do you require a T2200? YesNo
If you have a sole proprietorship (small business) did you claim the Canada Emergency Wage Subsidy (CEWS), the Canada Emergency Rental Subsidy (CERS), the Canada Emergency Business Account loan (CEBA) or Canada Recovery Hiring Program (CRHP)?
(If “no” is selected please write in “None 0”)
YesNo Please note which of the benefits above were received and the amount
Are you claiming a small business (a business that is not incorporated)?YesNo
HST registered?YesNo
HST return required?YesNo
Are you claiming a rental property?YesNo
