Personal Tax checklist

Your Personal Details

Kindly complete the tax information section provided.

Client Name

First Name *

Middle Name

Last Name *

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Phone Number *

Email Address *

Is the name you provided registered with the Canada Revenue Agency? Y or N*

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Did PalmUpLife file your taxes last year? *

Is all of your personal information the same as last year? *

(name, address, SIN, marital status)

Your Date of Birth *

Please Note: You need to be 18 years old and older to submit a request.

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

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Were you living in Canada on Dec 31 last year? *

Do you have children? Y or N *

How many children do you have?

Do you want PUL to file your child’s income taxes as well? *

What's Your Citizenship Status? *

What's Your Marital Status? *

Do you want PUL to file your spouse's income taxes as well? *

Date of Separation *

Your Child's Details

Please complete this section for your child. If you have more than one child, we will reach out to gather the information for your other children should you want us to file their taxes as well.

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Child's First Name *

Child's Middle Name

Child's Last Name *

Your Child's Date of Birth *

Did your child have any income? *

Since your child is earning income, you will have to complete his/her section of income details right after yours.

Your Children's Details

Please complete this section for your children. If you have more than 3 children, we will reach out to gather the information for your other children that was not included this form should you want us to file their taxes as well.

1st Child

First Child's Name

Your 1st Child's First Name *

Your 1st Child's Middle Name

Your 1st Child's Last Name *

Your First Child's Date of Birth *

Did your first child have any income? *

Since your child is earning income, you will have to complete his/her section of income details right after yours.

Second Child

Second Child's Name

Your 2nd Child's First Name *

Your 2nd Child's Middle Name

Your 2nd Child's Last Name *

Your Second Child's Date of Birth *

Did your second child have any income? *

Since your child is earning income, you will have to complete his/her section of income details right after yours.

Third Child

Third Child's Name

Your 3rd Child's First Name *

Your 3rd Child's Middle Name

Your 3rd Child's Last Name *

Your Third Child's Date of Birth *

Did your third child have any income? *

Since your child is earning income, you will have to complete his/her section of income details right after yours.

Fourth Child

Fourth Child's Name

Your 4th Child's First Name *

Your 4th Child's Middle Name

Your 4th Child's Last Name *

Your Fourth Child's Date of Birth *

Did your fourth child have any income? *

Since your child is earning income, you will have to complete his/her section of income details right after yours.

Got more than 4 children?

If you have more than 4 children, enter the remaining children's information in the box provided below.

Your Spouse's Details

Please complete this section for your spouse.

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Spouse's First Name *

Spouse's Middle Name

Spouse's Last Name *

Your Spouse's Email *

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Your Spouse's Birth Date *

Did your spouse have any income? *

Please note that since your spouse is earning income, it's necessary to complete the "Your Spouse's Income Details" section in order for us to e-file your taxes together.

Your Tax Details

Kindly complete the tax information section provided.

Which tax year(s) are you filing? *

please separate each year with a comma (,) if you're filing more than 1 year

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Did you immigrate to Canada last year? *

What was your world income last year before you immigrated to Canada?

Please enter in Canadian dollars.

Did you live in BC and rent out for a minimum of 6 month period in 2023? *

What date did you arrive in Canada?

Did you dispose of a principal residence last year? *

Do you have a signed lease agreement with your name on it? *

Please make sure you have a signed copy of the lease agreement since we'll be needing a copy of it before we're able to file your taxes.

Did you own a foreign property at any time last year with a total cost of more than CAD $100,000? Y or N *

Did you own an interest in a foreign affiliate at any time last year? *

Did you purchase your FIRST qualifying home last year and make it your primary residence? *

*Unfortunately, we cannot help with your tax return.

As we handled your tax filing last year, there's no need to submit your personal details again since we already have them on file. Simply click "Next" to move to the next page.

Your Income Details

What income sources do you have? Please check all that applies below.

What type of employment do you have? *

Student
Employed
Self-Employed
Partnership
Rental income
Other (eg. Retired, unemployed)

How many properties do you have? *

Do you have employment expenses? *

For example, if you work from home or use your car for work purposes, you might be eligible to claim employment expenses if your employer requires you to cover costs to earn your income. For further information, please refer to the CRA website.

Do you have a T2200 form signed by your employer? *

You must have a "signed T2200" form from your employer in order to deduct employment expenses.

Please note that If you're SELF EMPLOYED, we will send you a self-employment expense spreadsheet. Additional charges will apply if you DO NOT use the spreadsheet that we provide. Spreadsheets must be submitted using EXCEL or Google Docs. We DO NOT accept Mac Numbers.

Once we receive your spreadsheet, we will review it and send you a quote.

Please specify your income source.

Company Name *

Partner's Full Name *

First

Last

Percentage of partnership *

Does PalmUpLife process your bookkeeping? *

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What types of services/products do you provide? *

Business use of automobile as a % *

Business use of your home as a % *

Does your business sell products online? *

Is your last year's bookkeeping complete? *

Are you registered for GST? *

Which of the following tax forms do you have? *

T4 Statement of Employment Income
T4A Statement of Pension, Retirement, Annuity, and Other Income
T4E Statement of Employment Insurance and Other Benefits
RC62 Universal Child Care Benefit
RRSP Contribution Receipt
T2202/ Tl11 Statement of Tuition Paid
T3 Statement of Trust Income
T5018 Statement of Investment Income
T5007 Statement of Benefits
T5013 Statement of Partnership Income
T4RIF Statement of income from a Registered Retirement Income Fund
T4RSP Statement of RRSP Income
T4A(OAS) Statement of Old Age Security
T4A(P) Statement of Canada Pension Plan Benefits
T5008 Statement of Securities Transactions - Individuals
RC210 Workers Income Tax Benefit
None

How many T4 Statement of Employment Income forms do you have? *

How many T4A Statement of Pension, Retirement, Annuity, and Other Income forms do you have? *

How many T4E Statement of Employment Insurance and Other Benefits forms do you have? *

How many RC62 Universal Child Care Benefit forms do you have? *

How many RRSP Contribution Receipts do you have? *

How many T2202/ Tl11 Statement of Tuition Paid forms do you have? *

How many T3 Statement of Trust Income forms do you have? *

How many T5018 Statement of Investment Income forms do you have? *

How many T5007 Statement of Benefits forms do you have? *

How many T5013 Statement of Partnership Income forms do you have? *

How many T4RIF Statement of income from a Registered Retirement Income Fund forms do you have? *

How many T4RSP Statement of RRSP Income forms do you have? *

How many T4A(OAS) Statement of Old Age Security forms do you have? *

How many T4A(P) Statement of Canada Pension Plan Benefits forms do you have? *

How many T5008 Statement of Securities Transactions - Individuals forms do you have? *

How many RC210 Workers Income Tax Benefit forms do you have? *

Your Spouse's Income Details

What income sources does your spouse have? Please check all that applies below.

This section is for individuals with a spouse. If you have indicated that you are not married or in common-law, simply click "Next" to proceed.

What type of employment does your spouse have? *

Student
Employed
Self-Employed
Partnership
Rental income
Other (eg. Retired, unemployed)

How many properties does your spouse have? *

Does your spouse have employment expenses? *

Does your spouse have a T2200 form signed by your employer? *

You must have a "signed T2200" form from your employer in order to deduct employment expenses.

Once we receive your spreadsheet, we will review it and send you a quote.

Please specify your spouse's income source.

Their Company Name *

Their Partner's Full Name *

First

Last

Percentage of partnership *

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What types of services/products does your spouse provide? *

Does PalmUpLife process your spouse's bookkeeping on a quarterly basis? *

Business use of automobile as a % *

Does your business sell products online? *

Is your last year's bookkeeping complete? *

Business use of your home as a % *

Are you registered for GST? *

Which of the following tax forms does your spouse have? *

T4 Statement of Employment Income
T4A Statement of Pension, Retirement, Annuity, and Other Income
T4E Statement of Employment Insurance and Other Benefits
RC62 Universal Child Care Benefit
RRSP Contribution Receipt
T2202/ Tl11 Statement of Tuition Paid
T3 Statement of Trust Income
T5018 Statement of Investment Income
T5007 Statement of Benefits
T5013 Statement of Partnership Income
T4RIF Statement of income from a Registered Retirement Income Fund
T4RSP Statement of RRSP Income
T4A(OAS) Statement of Old Age Security
T4A(P) Statement of Canada Pension Plan Benefits
T5008 Statement of Securities Transactions - Individuals
RC210 Workers Income Tax Benefit
None

How many T4 Statement of Employment Income forms does your spouse have? *

How many T4A Statement of Pension, Retirement, Annuity, and Other Income forms does your spouse have? *

How many T4E Statement of Employment Insurance and Other Benefits forms does your spouse have? *

How many RC62 Universal Child Care Benefit forms does your spouse have? *

How many RRSP Contribution Receipt forms does your spouse have? *

How many T2202/ Tl11 Statement of Tuition Paid forms does your spouse have? *

How many T3 Statement of Trust Income forms does your spouse have? *

How many T5007 Statement of Benefits forms does your spouse have? *

How many T5013 Statement of Partnership Income forms does your spouse have? *

How many T4RIF Statement of income from a Registered Retirement Income Fund forms does your spouse have? *

How many T4A(OAS) Statement of Old Age Security forms does your spouse have? *

How many T4A(P) Statement of Canada Pension Plan Benefits forms does your spouse have? *

How many T5008 Statement of Securities Transactions - Individuals forms does your spouse have? *

How many RC210 Workers Income Tax Benefit forms does your spouse have? *

Your Child's Income Details

What income sources does your child have? Please check all that applies below.

This section is for individuals with children. Since you have indicated that you don't have any, simply click "Next."

What type of employment does your child have? *

Student
Employed
Self-Employed
Other

Please specify your child's income source.

Does your child have employment expenses? *

For example, if your child work from home or use their car for work purposes, they might be eligible to claim employment expenses if their employer requires them to cover costs to earn your income. For further information, please refer to the CRA website.

Does your child have a T2200 form signed by their employer? *

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What types of services/products does your child provide? *

Does PalmUpLife process your child's bookkeeping on a quarterly basis? *

Business use of automobile as a % *

Does your child's business sell products online? *

Is their last year's bookkeeping complete? *

Business use of your home as a % *

Are they registered for GST? *

You must have a "signed T2200" form from your employer in order to deduct employment expenses.

Please note that If your child is SELF EMPLOYED, we will send you a self-employment expense spreadsheet. Additional charges will apply if you DO NOT use the spreadsheet that we provide. Spreadsheets must be submitted using EXCEL or Google Docs. We DO NOT accept Mac Numbers.

Once we receive your spreadsheet, we will review it and send you a quote.

Which of the following tax forms does your child have? *

T4 Statement of Employment Income
T4E Statement of Employment Insurance and Other Benefits
RC62 Universal Child Care Benefit
RRSP Contribution Receipt
T2202/ Tl11 Statement of Tuition Paid
T3 Statement of Trust Income
T5018 Statement of Investment Income
T5007 Statement of Benefits
T4RIF Statement of income from a Registered Retirement Income Fund
T4RSP Statement of RRSP Income
T4A(P) Statement of Canada Pension Plan Benefits
T5008 Statement of Securities Transactions - Individuals
RC210 Workers Income Tax Benefit
None

How many T4 Statement of Employment Income forms does your child have? *

How many T4E Statement of Employment Insurance and Other Benefits forms does your child have? *

How many RC62 Universal Child Care Benefit forms does your child have? *

How many RRSP Contribution Receipt forms does your child have? *

How many T2202/ Tl11 Statement of Tuition Paid forms does your child have? *

How many T3 Statement of Trust Income forms does your child have? *

How many T5018 Statement of Investment Income forms does your child have? *

How many T5007 Statement of Benefits forms does your child have? *

How many T4RIF Statement of income from a Registered Retirement Income Fund forms does your child have? *

How many T4RSP Statement of RRSP Income forms does your child have? *

How many T4A(P) Statement of Canada Pension Plan Benefits forms does your child have? *

How many T5008 Statement of Securities Transactions - Individuals forms does your child have? *

How many RC210 Workers Income Tax Benefit forms does your child have? *

You are not done yet! Please review your submission and then click SUBMIT

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Acknowledgement

Next step – PalmUpLife will be sending you an engagement letter to electronically sign via email with further instructions within 1-2 business days. *

I acknowledge that PalmUpLife will be sending me an engagement letter to electronically sign via email with further instructions within 1-2 business days.*
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Please check this box to acknowledge you understand the next step.

Personal Tax Checklist

Have your taxes e-filed from the comfort of your home!

Your Personal Details

Your Child's Details

Your Children's Details

1st Child

Second Child

Third Child

Fourth Child

Got more than 4 children?

Your Spouse's Details

Your Tax Details

*Unfortunately, we cannot help with your tax return.

Your Income Details

Your Spouse's Income Details

Your Child's Income Details

You are not done yet! Please review your submission and then click SUBMIT

Acknowledgement

Accounting and Tax Services