TAX QUESTIONNAIRE

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Incorporated companies

Here is a non-exhaustive list of documents to submit to us to produce your corporate income tax returns

BOOKKEEPING AND TAX RETURNS (GST/QST|HST) Statements / lists

Bank statements and Detailed information on the origin of payments and withdrawals
Credit card statements and Detailed information on the origin of payments and withdrawals
Deposit slips (information on the origin of the amounts deposited in the bank account)
List of payments and other amounts received, but not yet deposited in the bank.
List of all checks issued, but not yet passed to the bank.
Petty cash detail

Sales/Services

Sales invoices (information on special payment terms)
List of amounts to be received from your customers.
List of all company assets sold during the period with the sale price.

Purchases

Purchase invoices paid or not.
Amounts owed to your suppliers/distributors.
Detailed list of all assets acquired since the beginning of the company (purchase date, initial cost, and depreciation detail since purchase)

Contracts.

Leases or rental contracts
All contracts or agreements concerning the company (clients/suppliers/others)
Loan statements or contracts (release letter for all loans repaid 100% during the period)

Other.

Payroll reports
Certificate or investment statements
New business
- Minute book
- Acquisition contract
- Proof of the amount disbursed for the acquisition.
- Allocation of the acquisition cost to the company's net assets (asset acquisition)

FINANCIAL STATEMENTS – if the bookkeeping is not produced by us.

Electronic accounting files (Simple Accounting, Quickbooks, Excel, etc.)
GST/QST tax return reports
Prior assessment/refund notices for GST/QST taxes

INCOME TAX RETURNS

Current year's financial statements – If not produced by us
Previous year's financial statements – If not produced by us
Previous year's corporate income tax returns (Revenue Canada & Revenue Quebec) – If not produced by us
Latest assessment notices (Revenue Canada & Revenue Quebec)
Provisional installments paid to Revenue Canada & Revenue Quebec
All correspondence received from Revenue Canada & Revenue Quebec
Certificate of incorporation - new incorporation

CHANGES: Please let us know of any changes at the company and shareholder level. Here is a list of the most common changes.

Change in the shareholding situation of the company in question or any other company in which a shareholder has a stake.
Change of company address
Change in the number of full-time or part-time employees.

Please fill the form using a desktop or laptop

TAXPAYER

First Name

Date of Birth

Cell Phone

City

Address

Last Name

Date of Death

Home Phone

Work Number

Province

Postal Code

SPOUSE

First Name

Date of Birth

Cell Phone

City

Add answer here

Last Name

Date of Death

Home Phone

Work Number

Province

Postal Code

Did you change your address during the year 2023?

Marital status on December 31, 2023 Date of change of marital status in 2023 (if applicable)

Section1. Personal Information

Did you live alone or only with dependent children throughout the year 2023?

Do you authorize the Canada Revenue Agency to communicate to Elections Canada your name, address, and date of birth to update your information in the National Register of Electors?

Have you made installments applicable to your 2023 taxes? If yes, please attach your payment statements.

Upload File

If you are eligible for a provincial tax refund, do you want part or all the refund to be transferred as payment of the tax balance owed by your spouse?

Are you currently enrolled in direct deposit? If not, please provide us with a check specimen.

Upload File

Section2. Children

If you do not have dependent children, please check the following box and go to section 3

YES

Please indicate the children in your care in 2023: (If some have income, please attach the information)

Full Name

Date of Birth

Full Name

Date of Birth

Did you pay childcare fees? If yes, attach the receipts.

Upload File

Did you receive advance payments? If yes, attach statement 19.

Upload File

Did you pay fees for a subsidized daycare? If yes, provide the statement(s) 30.

Upload File

Are you separated? If yes, do you have at least 40% custody of the children? Do you pay child support for one or more children? Please indicate for which child(ren):

If your children under 16 have participated in an eligible physical activity program, or an eligible artistic activity program, attach the statements.

Upload File

Do you have a child with a severe or prolonged disability? Please indicate which child(ren):

Section 3- Residence

Was the child recognized as such for the first time in 2023?

Did you purchase or build a first residence in 2023?

Note: To be considered a first residence, you and your spouse must not have been the owner or co-owner of a dwelling in which you lived during the last 5 years (including 2023).

Certain rules apply in cases where there is a change in marital status during the year

Did you sell your residence during the year 2023? If yes, in which year did you acquire the residence sold?

Solidarity tax credit: If you lived with people (other than your spouse) on December 31, 2023, and they were the owner, tenant, or subtenant, please indicate the number of people:

Owner: Please provide us with your municipal tax bill (if possible) Tenant: Please provide us with the statement 31 that is given to you by your landlord.

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Green Renovation Credit: Did you incur expenses (min. $2,500) related to the eco-responsible renovation of your main residence or your cottage following an agreement concluded after March 17, 2016, and before April 1, 2023, with a qualified contractor? If yes, please provide us with your paid invoices during the year 2023.

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Section 4. – United States Residency

Are you an American citizen or a green card holder?

How many days did you stay in the United States between 2021 and 2023? If N/A, check the box. Note: To determine if American form 8840 should be produced.

N/A

2021

2022

Note: If you are an American citizen or a green card holder, you must produce the following forms: 1040, 8891, FBAR, 8938.

SECTION 5. Medical Expenses

Were you covered by the RAMQ for at least one day in 2023?

Did you incur unreimbursed medical expenses by your insurance?

Did you pay for frames or contact lenses for a minor child in 2023?

For what period were you covered by the RAMQ? (Identify the months)

For what period were you covered by a private plan? (Identify the months)

Please attach the list of paid prescriptions (available at your pharmacy) as well as that of your insurer

Upload File

SECTION 6. RRSP and HBP (Home Buyers' Plan)

Did you contribute to your RRSP for the year 2023 or for the first 60 days of 2022?

Do you have an HBP (Home Buyers' Plan) to repay? If yes, is it a new withdrawal from 2023?

Do you wish to repay the HBP from your RRSP contributions for the year?

Please provide us with your slips.

Upload File

Thanks for submitting!

Tax Questionnaire Part 2

Section7. – Senior Citizens

If you were not 64 years old or older on December 31, 2023, please skip to section 8. Will you be 65 years old or have you been receiving Old Age Security (OAS) for less than 6 months? If yes, do you want to defer your OAS?

Note: You can defer your OAS for up to 5 years. You will therefore receive a larger amount in the future.

Do you agree, if it is advantageous, to split your eligible pension income for 2023? Tax credit for home support for an elderly person.

If you were not 70 years old or older on December 31, 2023, please skip to section 8.

Do you live in an apartment or residence for the elderly? If yes, please provide us with the lease.

Upload File

Do you live in a condo? If yes, please provide us with form TPZ-1029-MD.5.

Upload File

Are you considered a non-autonomous person? If yes, please provide us with form TP-752-0.14 if it has never been provided. Do you have bills for the maintenance of your residence?

Upload File

Have you received advance payments of the tax credit? If yes, please provide us with Statement 19.

Upload File

Have you paid fees for a physical, artistic, cultural, or recreational activity program lasting at least 5 consecutive days? (yoga, golf, swimming, etc.)

Upload File

Section 8. Capital Gain

Have you made transactions (sale of land, building, main residence, cottage, non-RRSP investment, or other) that generated a gain or loss in 2023? If yes, please provide us with all acquisition and sale documents, such as the summary of your financial transactions from your broker/financial institution, contracts, etc.

Upload File

Do you have shares of companies eligible for a tax rollover (SPIN-OFF)?

Have you made transactions between related parties?

Have you made transactions between related parties? For example: Gift of shares, depreciable property, or other with spouse, child, etc

Section 9. Rental Revenue

Did you earn rental income in 2023? If yes, please provide us with a table of income and expenses.

Upload File

Note: We strongly advise you to use the template available on our website (www.jdorvil.ca).

Did you acquire a new rental property in 2023? If yes, please provide us with the notarized deed with adjustments and the municipal tax bill.

Upload File

Did you own more than 2 rental properties in 2023? If yes, did you use your vehicle for the maintenance and repair of these properties?

SECTION 10. Self-employed and self-employed professionals

(This section does not apply to incorporated persons. If you did not earn any income as a self-employed worker or professional, please skip to section 11.

Please provide us with a summary table of your income and expenses.

Upload File

Note: We strongly advise you to use the template available on our website (www.jdorvil.ca).

Did you use your vehicle for business purposes? If yes, which vehicle did you use?

Did the vehicle used for business change during the year? If yes, please provide us with the purchase, sale, and/or lease documents of the vehicle.

Upload File

Did you earn income from web pages? If yes, what percentage of your income comes from these web pages?

How many web pages do you earn income from? What are your three most important web pages?

Did you incur home office expenses?

Note: For more information, visit the Useful Documents section of our website (www.jdorvil.ca).

Are you registered for GST/QST?

Is your business registered with the business registry? If yes, did the registration occur in 2023?

SECTION 11. Employment Expenses

Does your employment contract stipulate that you must incur certain expenses? Please provide us with a table of expenses

Upload File

Are forms T2200 (federal) and TP64.3 (provincial) attached? If not, ask your employer to fill them out to be eligible for deductions.

Upload File

Did you use your vehicle for business purposes? If yes, which vehicle did you use?

Were the expenses incurred in Quebec?

SECTION 12. Foreign income and property

Did you earn income from abroad in 2023? (Employment income, interest, pension, rental, etc.)

At any time in 2023, did you own foreign assets or investments outside of RRSPs generating income and whose total cost exceeded $100,000 CAD? If no, sign the form on the last page of this document. If yes, fill out the table available on our website in the Useful Documents section (www.jdorvil.ca).

Section 13. Other

Did you incur tuition fees for post-secondary studies in 2023? If yes, please provide us with the T2202(A) and Relevé 8 statements.

Upload File

Note: These documents are obtained electronically via the student's school portal.

Are your children in post-secondary studies? If yes, what do you want to do with the deductions unused by the children? Transfer them to the parents. Leave them to the children for future use.

For any adult child in post-secondary studies, what is the amount of the solidarity tax credit received by them in 2023? (Provide the information only if we are not the ones preparing their taxes.) Child's Name Amount Received

Did you pay interest on a student loan in 2023? If yes, please provide us with the loan statement for December 2019

Upload File

Did you make charitable donations in 2023?

Did you make significant donations in culture and/or cultural patronage? If yes, please attach all your receipts.

Upload File

Tools for tradespeople (hairdresser, cook, plumber, or construction worker) Did you acquire new tools in 2023 costing more than $1,178?

I hereby confirm that the information on this form is accurate, and I agree to transact confidential documents by email.

Taxpayer's Signature

Spouse's Signature

Select a date

CONFIRMATION OF NON-OWNERSHIP OF FOREIGN ASSETS EXCEEDING $100,000

NOTICE TO ALL

To enable us to proceed with the preparation of your personal tax returns, this section must be signed before transmitting the taxes to the government.
Knowing that a penalty of up to $2,500 may be imposed by the CRA for non-filing or non-compliant filing of form T1135, I hereby confirm that at no time in 2019 did I hold "foreign assets" whose total cumulative tax cost exceeded $100,000 expressed in Canadian dollars.
I confirm that I have reviewed the foreign assets covered and those that are not, on pages 3 and 4 of form T1135 available on the CRA's website.
I also confirm that if filing form T1135 is necessary, I understand and agree that additional fees will be required to produce it in accordance with individual income tax law.

Taxpayer's Name Signature

Spouse's Name Signature

Select a date

NOTES:

Shares of foreign companies listed on the stock exchange are part of foreign assets, even if they are held with a Canadian broker. However, if they are held in an RRSP, RRIF, LIF, TFSA, RESP, or RDSP, you do not have to include them in the list for form T1135.
Units or shares of a mutual fund (residing in Canada) do not have to be included in foreign assets for form T1135, even if the mutual fund holds many foreign securities.
A condo in Florida used exclusively for personal purposes (and not for rental purposes) is not part of the foreign assets covered by form T1135

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