TaxByPhoto.com – Smartphone & 5 mins!

Email *

Are you an existing client with us (Choquette & Co)? *

Yes

No

Did someone refer your to our office? *

Yes

No

Who referred you to our office? *

Tell us who referred you to our office? Provide First & Last Name or Company Name. We provide a 10% discount for both yourself as well as the personal whom referred you - it is our way of saying thank you as we love referrals! But also, don't worry we ensure the highest privacy in your accountant-client relationship with our firm.

Welcome to Choquette & Company Accounting Group Inc.. Since 1986, we have been working with our clients. We can not wait to meet you!

Mr/Ms *

Mr

Mrs

Ms

Dr

Your First Name *

Your Last Name *

Your Main Phone *

We suggest you use your mobile phone number as your main number as this will allow us to be able to message with you regarding questions.

Your Main Phone Type *

Mobile Phone

Home Phone

Work Phone

Your Alternate Phone

Your Alternate Phone Type

Mobile Phone

Home Phone

Work Phone

Tax Year we are preparing? *

If you are requiring severals years to be prepared you can select multiple years.

Did our office file your prior year's tax return? *

Yes No

Taxpayer Info

Address same as prior years tax return *

No Yes

Your Mailing Address *

Your Mailing Address

City

State/Province

Zip/Postal

Country

Did your marital status change during the tax year you are filing? *

Yes No

Date marital status changed

Your Marital Status as of Dec 31st *

Do you have a spouse? *

Yes No

Spouse Information

Only complete if spouse's information has changed from the prior year our office filed. For new clients, please fill in all fields.

Spouse Mr/Mrs *

Mr.

Mrs.

Ms.

Dr.

Spouse First Name *

Spouse Last Name *

Spouse Social Insurance Number *

Spouse Date of Birth *

Is your Spouse's mailing address the same as yours? *

No Yes

Spouse Mailing Address *

Spouse Mailing Address

City

State/Province

Zip/Postal

Country

Spouse Province of Residence Dec 31st

Spouse Country of Residence (other than Canada) *

If applicable, enter the date in which you moved to Canada?

If applicable, enter the date in which you moved out of Canada?

Do you have Dependents *

Yes No

Depdendents

Dependent First Name *

Depdendent Last Name *

Depdendent Email

Depdendent Phone Number

Depdendent Phone Type

Mobile Phone

Home Phone

Work Phone

Depdendent Social Insurance Number

Depdendent Date of Birth *

Depdendent Address

City

State/Province

Zip/Postal

Country

Is there childcare expenses for this dependent? *

Childcare provider's Company or Personal Name *

Childcare Provider Business Number or Social Insurance No

Childcare expense for this dependent

If the dependent has any income, deductions and tax credits such as tuition it is strongly recommended that (if required) our office prepare the dependents tax return. This will allow for all applicable deductions and credits to be transferred to the most suitable (based on maximizing tax benefit). We say "If Required" as we will only prepare the dependents tax return should there be a tax benefit to either or both the dependent and parent(s).

Note that should you opt for selecting No to preparation of the dependents tax return, we need to know the dependents Net Income and copies of any applicable transferable benefits such as tuition (T2202) Slip signed by the dependent for transfer.

Will we be preparing the dependents tax return *

Depdendent Net Income (Line 236)

Be sure to include any dependents transferable credits slips such as the T2202 Tuition slip (signed by dependent).

Add Remove

Did you dispose of property within the year that you are claiming a principal residence? *

Yes No

Principal Residence Sold within tax year

Address of Principal Residence Sold *

Address of Principal Residence Sold

City

State/Province

Zip/Postal

Country

Principal Residence Year of aquisition * Principal Residence Year of aquisition

Principal Residence Proceeds of Disposition *

Principal Residence Percentage Claimed by you *

Principal Residence Percentage Claimed by Spouse *

Principal Residence Percentage by Other *

Do you own foreign assets with a combined value over $100,000CAD *

Yes No

Repeater

Continue with providing the information about each type of foreign asset. Remember that even if the value of a specific type of foreign assets is under

Type of Foreign Asset *

Country where foreign property is held *

Name of Bank/Entity holding funds *

Name of Foreign Corporation *

Description of Indebtness *

Description of Property *

Name of Trust *

Description of property *

Maximum funds held during the year *

Funds helds at year end *

Gross Income Earned in the Year

Income Received *

Capital Received *

Maximum cost value during the year *

Cost Amount at Year End *

Gain/(Loss) on Disposition

Add Remove

Claim DIsabiity Amount *

Yes No

If you are applying for the disability amount for the first time or in the year of renewal we require a copy of the completed T2201 be included in your attachments.

Are you mental or physically infirm *

Yes No

In normal situations, the above disability claim is also applicable. Please confirm.

Are you an Indian as defined within the Indian Act of Canada

Yes No

Continue with take a clear and in a bright lit room of all of your slips for income and deductions that you have received. If applicable, this would include those for your spouse and dependents.

Tax Slips and other documents

Maximum upload size: 67.11MB

Please note the File Upload Instructions below.

Additional Sources of Income

Select all that apply

Employment Income including tips (not reported on slips)

Type of Employment Income not on slips * Type of Employment Income not on slips

Source of Employment Income as noted above *

Provide a short description as to the source

Currency *

Employment Income Amount *

Add Remove

Investment Income not reported on slips

Type of Investment Income * Type of Investment Income

Source of Investment Income as noted above *

Provide a short description as to the source

Currency *

Investment Income Amount *

Add Remove

Rental Income

Rental Property

City

State/Province

Zip/Postal

Country

Principal Residence *

Yes

No

Percentage of Principal Residence for Personal Use

As you specified this rental property is also your principal residence please specify the amount of the home that is exclusive personal use.

Percentage owned by spouse *

Percentage owned by other *

Other Owners Legal Name *

Property was rental for the whole tax year? *

Yes

No

Rental Start Date *

Rental End Date *

Rental Revenue

Advertising expense

Less personal portion of Advertising expense

Insurance expense

Less personal portion of Insurance expense

Interest expense

Less personal portion of interest expense

Legal, accounting and other professional fees

Less personal portion of legal, account and other professional fees

Management and administrative fees

Less personal portion of management and administrative fees

Maintenance and repairs

Less personal portion of maintenance and repairs

Salaries, wages and benefits (including employer contributions)

Less personal portion of salaries wages and benefits (including employer contributuons)

Property tax expense

Less personal portion of property taxes

Travel expense

Less personal portion of travel expense

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Notes to Assist in Appointment

We use reCAPTCHA as a security measure. Select the "I'm not a Robot" below and you will be asked to select several images from a selection based on a specified criteria. Once completed the reCAPTCHA will display a green check mark.

NOTE that if you are using a smartphone or tablet you may find that your device has scrolled you to the bottom after the reCAPTCHA process. Don't worry, simply scroll back here to see the green check mark and continue.

reCAPTCHA

The last step is to click on the Submit button below but before you do, take a moment, scroll up and make sure everything looks correct and then continue by Clicking the Select button below.

Note that it may taken between a couple of moments to several minutes for the submission to complete (depending on both your connection speed and if you attached files to this request.

Keep this page open until you see a green box telling you that your request was submitted and received. Thank you in advance and we will responding momentarily with your appointment confirmation.