New Clients - VF Accounting

Name

First

Last

Email

Phone

In which Province do you reside as of December 31st

How many individuals' tax returns do you need prepared?

Which tax years do you require to be prepared?

Select all that apply

SAGE)? other does

Which tax years does your spouse require to be prepared?

Select all that apply

Which tax years do individuals other than you and your spouse need prepared?

Select all that apply

Field #19

Do you only have tax slips/receipts?

Yes this is all
Yes, but also have self-employment income or claiming a work-from-home tax credit
No,100% self employed

Including but not limited to: T4s T4a T4E T4(P) RRSP contributions Daycare receipt Medical receipts

For self-employed taxpayers, was an online system used to track sales and expenses (e.g., Excel, QuickBooks, SAGE)?

Yes, sales and expense records are accessible online using an accounting software
No, but I can upload photos or scans of all my paper sales invoices and expenses
Combination of the above (online and paper receipts/invoices that can be uploaded)
No, I have a box of paper receipts and cannot upload

Does your spouse only have tax slips/receipts?

Including but not limited to: T4s T4a T4E T4(P) RRSP contributions Daycare receipt Medical receipts

For self-employed taxpayers, was an online system used to track sales and expenses (e.g., Excel, QuickBooks, SAGE)?

Yes, sales and expense records are accessible online using an accounting software
No, but I can upload photos or scans of all my paper sales invoices and expenses
Combination of the above (online and paper receipts/invoices that can be uploaded)
No, I have a box of paper receipts and cannot upload

Does anyone other than you or your spouse have only tax slips/receipts?

Including but not limited to: T4s T4a T4E T4(P) RRSP contributions Daycare receipt Medical receipts

For self-employed taxpayers, was an online system used to track sales and expenses (e.g., Excel, QuickBooks, SAGE)?

Yes, sales and expense records are accessible online using an accounting software
No, but I can upload photos or scans of all my paper sales invoices and expenses
Combination of the above (online and paper receipts/invoices that can be uploaded)
No, I have a box of paper receipts and cannot upload

Is there any other information you think we should be aware of, or do you have any questions?

New Tax Clients