Personal Tax Questionnaire

Section 1 of 16

About You

Tax year this form covers

Date completed

Are you new to Greywood?

New client Returning client

Full legal name

Date of birth

Phone

Email

Street address

Unit / Apt

City

Province

Postal code

Section 2 of 16

Residency & Status

Where you lived on December 31 decides which province taxes you for the whole year.

Province or territory you lived in on December 31

If you moved provinces, the date

If you entered or left Canada, the date

Is this the first Canadian tax return you have filed?

Yes No

Did you become a resident of Canada, or leave Canada, during the year?

Yes No

A part-year return is prorated, so the date matters more than the fact.

Are you a Canadian citizen, and do you authorize the CRA to give your name to Elections Canada?

Yes No

Do you authorize the CRA to give your name and email address to Ontario Health for the organ and tissue donor registry?

Yes No

Saying yes is not consent to donate — it only lets Ontario Health (Trillium Gift of Life) email you about registering. The authorization covers this tax year only, so it's asked again every year.

Are you filing on behalf of someone who died during the year?

Yes No

A final return has its own deadline and its own rules. Tell us in section 15 and we'll walk you through it.

Section 3 of 16

Marital Status on December 31

If your status changed during the year, the date of change

Section 3b of 16

Your Spouse or Partner

The CRA needs their income even when we only prepare your return.

Full legal name

Date of birth

Their net income for the year

Prepare our returns together — recommended; credits are optimized as a household

Section 4 of 16

Dependants

Children or others you support — needed for credits and benefits. Skip if none.

Full name

Relationship

Date of birth

Lives with you?

Their income, if any

In school, or claims the disability credit?

More than three? Note them in section 15 and we'll pick them up.

Section 5 of 16

What Changed This Year

Every one of these changes something on the return. Tick anything that happened.

Section 6 of 16

Income Sources

Tick everything that applies — we'll confirm the slips. Ticking employment, self-employment, or rental opens the detailed questions for it further down.

Ticked crypto? Also fill in Form GA-02, the crypto supplement, and see the crypto service page for what we'll need.

Section 7 of 16

Employment

You ticked employment income, so these apply to you.

Employers you worked for

How many T4 slips do you expect?

Did any of your pay come as commission?

Yes No

Did you work from home for part of the year?

Yes No

Has an employer signed a T2200 or T2200S for you?

Yes No

Without a signed T2200 there is no employment-expense claim, however real the expense was. Ask your employer early — they are not obliged to sign one.

Did you receive tips or gratuities that are not on a T4?

Yes No

Did you exercise or receive employee stock options?

Yes No

Did you receive severance or a retiring allowance?

Yes No

Section 8 of 16

Self-Employment & Business

You ticked self-employment or gig income, so these apply to you.

Business or operating name

Date the business started

Fiscal year end

What the business does

Approximate gross revenue

How you keep records

Was this the first year of the business?

Yes No

Are you registered for GST / HST?

Yes No

Registration becomes mandatory once you pass $30,000 in revenue over four consecutive quarters. We don't need your business number here — that comes with the engagement.

If registered, how often you file GST / HST

Did you use a vehicle for the business?

Yes No

If yes, business kilometres out of total kilometres driven

Did you work from a space in your home?

Yes No

If yes, roughly what share of your home

Did you pay employees or subcontractors?

Yes No

Section 9 of 16

Rental Property

You ticked rental income, so these apply to you.

Address of the property

How many properties

Your share of ownership

Was this the first year the property was rented out?

Yes No

Did you or your family use any part of it personally?

Yes No

Were there renovations, a new roof, or appliances bought?

Yes No

These are claimed over several years rather than all at once, so they're worth separating from ordinary repairs.

Did you sell a rental property during the year?

Yes No

If yes, the date of sale

Section 10 of 16

Investments & Sales

A T5008 shows what you sold something for, not what you paid for it. The difference is the whole calculation.

Did you sell, switch, or transfer any investments?

Yes No

Switching between mutual funds counts as a sale, even though no money reached your bank account.

Do you have the original cost of what you sold?

Yes No

Can you send full annual statements, not only the slips?

Yes No

Did you sell real property — a home, land, or a cottage?

Yes No

If yes, what you sold and when

Do you have capital losses carried forward from earlier years?

Yes No

They don't expire, and they're easy to lose track of after a change of preparer. See how loss carryforwards work.

Did you buy, sell, trade, stake, or spend crypto?

Yes No

Trading one coin for another is a disposition, and so is paying for something with crypto. If any of that happened, fill in Form GA-02 too.

Section 11 of 16

Foreign Income & Property

Answer these even if you had no foreign income — owning is what triggers the reporting, not earning.

Did you own foreign property costing over $100,000 CAD in total at any point? This includes crypto held on foreign platforms, and triggers Form T1135.

Yes No

It's cost that counts, not what it's worth now, and it's the total across everything you hold. A personal-use property abroad — a holiday home you don't rent out — is excluded.

If yes, which countries the property is in

Did you receive income from outside Canada?

Yes No

If yes, what kind

Was foreign tax withheld on any of it?

Yes No

Tax paid abroad usually credits against the Canadian tax on the same income, so it's worth finding the statement.

Are you a US citizen or green card holder, or do you file a US return?

Yes No

We prepare the Canadian return. Knowing about a US filing obligation early means the two can be planned together rather than fixed afterwards.

Section 12 of 16

Registered Plans & Your Home

Contributions in the first 60 days of the following year can count against either year — often the single easiest saving on the return.

RRSP contributed during the year

RRSP contributed in the first 60 days after

FHSA contributed

Do you know your RRSP contribution room, or have last year's notice?

Yes No

Over-contributing carries a monthly penalty, so the room is worth checking before the cheque, not after. It's on your Notice of Assessment and in CRA My Account.

Do you have a Home Buyers' Plan or Lifelong Learning Plan balance to repay?

Yes No

A repayment you skip is added to your income for the year. It's a common and avoidable surprise.

Did you buy your first home?

Yes No

Did you sell a home that was your principal residence?

Yes No

This has to be reported even when no tax is owed on it. Leaving it off is what turns a tax-free sale into a penalty.

If yes, the date of sale

Did you pay for accessibility renovations for a senior or a person with a disability?

Yes No

Section 13 of 16

Deductions & Credits

Tick what you paid for — receipts make them count.

Where are the receipts?

Ready to send Still gathering some

Not sure whether something counts? Tick it anyway or note it in section 15 — deciding what applies is our job, not yours. It's faster to rule something out than to discover it in April.

Section 14 of 16

The CRA & Prior Years

What we need to know before we open your file.

Who prepared last year's return

Any years still unfiled

Instalments paid this year

Are you registered for CRA My Account?

Yes No

Not registered? Here's how to set it up — it's worth doing before we file.

Is direct deposit set up with the CRA?

Yes No

Have you authorized us as your representative with the CRA?

Yes No

Do you have last year's Notice of Assessment?

Yes No

It carries your RRSP room and any carryforwards, which is why we ask for it before anything else.

Did the CRA ask you to pay tax by instalments?

Yes No

Is there a review, an audit, or a letter from the CRA outstanding?

Yes No

If yes, what it's about

Do you owe the CRA money, or have a payment arrangement?

Yes No

Section 15 of 16

Anything Else We Should Know

Plans for next year, worries, anything that didn't fit above.

Notes

Section 16 of 16

Declaration & Send

Type your full name to confirm

Typing your name here is the declaration. Sending needs nothing more; the signature below is only placed on the PDF if you download it.

Sign here optional, for the PDF

Drawn on your device and placed on the PDF's signature line, with today's date beside it. Leave it blank to sign the downloaded PDF by hand instead.

Sending is the quick way — your answers go straight to us and you're done. Downloading gives you a signed copy for your own records; either is fine, and you can do both.

About You

Residency & Status

Marital Status on December 31

Your Spouse or Partner

Dependants

What Changed This Year

Income Sources

Employment

Self-Employment & Business

Rental Property

Investments & Sales

Foreign Income & Property

Registered Plans & Your Home

Deductions & Credits

The CRA & Prior Years

Anything Else We Should Know

Declaration & Send

Sent. We have your answers.

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