Accotax Form

Are you a student?

Yes No

Do you want to transfer your tuition credit to your parents?

Yes No

Are you an existing client?*

Yes No

Did your employer provide a T2200 slip?

Yes No

Did your spouse's employer provide a T2200 slip?

Yes No

Your Insurance plan is covered by

You were covered by a group insurance plan*

Yes No

You were covered by foreign national or other insurance plan*

Yes No

Top-up/Supplemental plan premium in CAD$

$ .00

Did you have any medical expenses not covered by private insurance in 2023(if yes, provide receipts)

Yes No

Did you have any moving expenses last year for work & or school* (if yes, provice receipts)

Yes No

* Move must be more than 40 kms

Did you have any charity contribution?

Yes No

Did you have any RRSP contribution?

Yes No

Did you have any FHSA contribution?

Yes No

Did you have any medical expenses not covered by private insurance in 2023(if yes, provide receipts)

Yes No

Did you have any moving expenses last year for work & or school* (if yes, provice receipts)

Yes No

* Move must be more than 40 kms

Did you have any home office expenses?

Yes No

Did you have any charity contribution?

Yes No

Did you have any RRSP contribution?

Yes No

Did you have any FHSA contribution?

Yes No

Is this your first tax return in Canada*

Yes No

If yes, when did you arrive to Canada

Is this your first tax return in the province of Quebec*

Yes No

If yes, when did you arrive to Quebec

In which province have you previously filed taxes

Country of residence before coming to Canada

Only for new arrivals to Canada or first time filers

Your income before coming to Canada for the last 3 years

Currency

2023 .00

2022 .00

2021 .00

Only for new arrivals to Canada or first time filers

Have you emigrated / left Canada in 2023 and established residency in another country

Yes No

If yes, when did you leave Canada

Did you receive or dispose of virtual currency in 2023 (by selling, exchanging, giving etc.)*

Yes

No

Street address
City
State		Zip code
Country

Step 2 of 4