Returning Clients - VF Accounting

Name

First

Last

Please use your legal name (the name the CRA would have on file)

Email

Phone Number

Date of Birth

employment need of

Province of Residence on December 31, 2024

Is this your first Quebec income tax return?

Yes
No

Did your province of residence change in 2024?

Yes
No

Date of Change

Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Is your mailing address the same as above?

Yes
No

Mailing Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Social Insurance Number

Please provide if you are NOT uploading a picture of your T4

Residency status for tax purposes

Date of death

Date of immigration

Date of emigration

Legal Marital Status

Did your marital status change in 2024?

Yes
No

Type of change

Example: Single to Married

Date of Change

Date of Spouse's death

Would you like us to prepare your spouse's tax return as well?

Yes
No

Spouse's Name

First

Last

Spouse's Email

Spouse's residency status for tax purposes

Spouse's Date of Birth

Spouse's 2024 Approximate Net Income

Spouse's SIN

Please provide if you are NOT providing a T4 that shows their SIN OR if we are not doing your spouse’s tax return

Are you a Canadian citizen?

Yes
No

Is your Spouse a Canadian citizen?

Yes
No

As a Canadian citizen, do you authorize the Canada Revenue Agency to give your name, address, date of birth, and citizenship to Elections Canada to update the National Register of Electors?

Yes
No

As a Canadian citizen, do you authorize the Canada Revenue Agency to give your name, address, date of birth, and citizenship to Elections Canada to update the National Register of Electors?

Yes
No

Did you own or hold foreign property at any time in 2024 with a total cost of more than CAN$100,000?

Yes
No

Did you own or hold foreign property at any time in 2024 with a total cost of more than CAN$100,000?

Yes
No

Provide Details of Foreign Property

Do you or your spouse claim the Disability Tax Credit? This is something that had to have been approved by the CRA BEFORE filing taxes.

Yes, myself
Yes, only my spouse
Yes, both me and my spouse
No

Are you an eligible person living alone?

Yes, single person living alone
Yes, single person living alone (single-parent family)
No or unsure

Are you claiming the Solidarity Tax Credit?

Yes
No
Nor or unsure

Dependents

Do you have any dependents you are claiming for 2024?

Yes
No
I am not sure, I have a question

Please note that if you are separated and you have more than one child, you can claim 1 child and your ex-spouse could claim another, but the same dependent cannot be claimed by both.

Please explain the situation

List of Dependents

Name

Date of Birth

Relationship to you

Total Childcare cost for the year

Ensure you have the receipt from the childcare provider

Sports and Arts Amount*

*NS & ON residents only* Max credit is $500 per child Eligibility criteria here: https://www.novascotia.ca/finance/en/home/taxation/tax101/personalincometax/childrens-sports-arts-refundable-tax-credit.html

Disability Tax Credit

Yes
No

*Has to be already approved by the CRA*

Employment Expenses

Are you claiming employment Expenses?

Yes
No
Yes because I am self-employed

Is your spouse claiming employment Expenses?

Yes
No
Yes because they are self-employed

Are you paid by salary or commission?

Salary
Commission
Salary with commission

Is your spouse paid by salary or commission?

Salary
Commission
Salary with commission

For which Employer are you claiming expenses?

Your workspace must be used primarily (more than 50% of the time) for at least four consecutive weeks. You must have incurred expenses for that workspace. Documentation Needed: You need a signed Form T2200 or Form T2200S from your employer. You cannot claim expenses that were reimbursed by your employer.

For which Employer is your spouse claiming expenses?

Your workspace must be used primarily (more than 50% of the time) for at least four consecutive weeks. You must have incurred expenses for that workspace. Documentation Needed: You need a signed Form T2200 or Form T2200S from your employer. You cannot claim expenses that were reimbursed by your employer.

Working from home expenses

Please provide annual amounts paid for 2024 unless otherwise noted. Only provide those relevant to your situation.

Working from home expenses (SPOUSE)

Please provide annual amounts paid for 2024 unless otherwise noted. Only provide those relevant to your situation.

Self Employment Office Expenses

Please provide annual amounts paid for 2024 unless otherwise noted. Only provide those relevant to your situation.

Self Employment Office Expenses (SPOUSE)

Please provide annual amounts paid for 2024 unless otherwise noted. Only provide those relevant to your situation.

Other common tax situations

Please check all that apply *This is not an exhaustive list*

Checkboxes

In addition to your Tax forms (T4s, T4E, T4A, etc.) You also need the following:

Tuition Costs:

T2202a form from the university.
If claiming tuition from a child, we need their T2202a

Union/Professional fees:

Annual statement or receipt of union fees paid

Government student loan:

Annual statement of loan interest paid.

Medical costs:

Please provide the total medical amount paid in 2024. I do not need the details, just the amount by person

Name of person the medical costs were for:

Total amount for 2024:

RRSP Contributions:

Receipts of contributions for periods: Mar-Dec 2024 & Jan-Feb 2025

Registered apprentice in a trade or tradesperson:

Apprentice Eligibility:
- To qualify, you must be:
  - A registered apprentice in a qualifying trade.
  - Enrolled in a program recognized by the federal or provincial government.
Tradesperson: Provide total cost of tools for the years (not reimbursed by employer)

Moved more than 40km FOR EMPLOYMENT in the year

Previous Home Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

New Employer Address

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Tips or other income not noted anywhere from employment

Include amount

Was the residence sold your principal residence the entire time you owned it?

Yes
No, it was rented for some of the years

Residence Sold in 2024

Address sold

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Residence Sold in 2024

Address sold

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Please provide the RRSP Home Buying repayment amount noted on your Notice of Assessment from the previous year

Charitable contributions

Name of person who made the contribution

Name of Charity

Amount contributed in 2024

Do you want to register for CRA Direct deposit?

Please upload a blank cheque with your tax documents.

Are you missing/still waiting on any documents?

As the Taxpayer, I acknowledge:

That I am responsible for uploading all my tax-related documents through the link provided.
I also recognize that my tax return will be prepared based solely on the information provided to the tax preparer. Should there be any additional documentation that the CRA identifies, they may make the necessary adjustments, potentially affecting the final amount payable or refundable in my tax return.
I understand that VF Accounting Inc. does not provide any assistance in the event of an audit by the CRA as part of this service. If needed, VF Accounting may be available to assist during an audit for a fee, which will be determined at that time.

By signing below, I confirm that I have read, understood, and consent to VF Accounting Inc. preparing my tax return.

Clear Signature

2024 Personal Tax Information Form

Provide Details of Foreign Property

Dependents

List of Dependents

Employment Expenses

Working from home expenses

Working from home expenses (SPOUSE)

Self Employment Office Expenses

Self Employment Office Expenses (SPOUSE)

Other common tax situations

In addition to your Tax forms (T4s, T4E, T4A, etc.) You also need the following:

Medical costs:

Moved more than 40km FOR EMPLOYMENT in the year

Residence Sold in 2024

Residence Sold in 2024

Charitable contributions

As the Taxpayer, I acknowledge: