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Income Tax Clinic Questionnaire
Please complete this tax questionnaire for consideration for the charity tax clinic by DD Community Connector, partnered with Community Living York South.
Email address *
Please check that the following applies to you or the person you are applying for before completing this questionnaire.
Please confirm if March 17, 2019 at 5694 Highway 7 East, Unit 13, Markham L3P 1B4 will work for you.
Please indicated your preferred time (Between 9:00am-5:00pm) below. Each return will typically take approximately 40 mins, depending on complexity. (*we will try to schedule according to your preferred time but it is not guaranteed)
Your answer
What is your preferred language?
How many people/ tax returns are you looking to file for 2018? If you are looking to file for multiple people, please complete a separate questionnaire for each individual.
Please provide your full legal name.
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Please provide your address.
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Please provide your phone number.
Your answer
Are you a Canadian citizen?
Did you file a 2017 tax return?
Are you eligible for FREE tax filing? You must meet all of the following criteria: 1) single person with annual income of $35,000 or less OR couple without dependants combined income of $45,000 OR single adult with dependants combined income of $35,000 or less, additional $2,500 for each dependant, 2) Individual with less than $1,000 investment income, 3) you are not self-employed or have employment expenses, 4) you do not have have business income and expenses, 5) you do not have rental income and expenses, 6) you do not have interest income over $1,000, 7) you do not have capital gains or losses, 8) you are not filing for bankruptcy and 9) you are not completing a tax return for a deceased person.
Please indicate your tax bracket
Did you own foreign property or investments costing over $100,000?
Did you work in Canada? If yes, please be ready to provide T4 slip.
Did you receive pension income? If yes, please be ready to provide T4A slips.
Did you earn interest or dividend income? If yes, please be ready to provide T3 and T5 slips.
Did you own or sell shares of portfolio stock? If so, please be ready to provide number of shares sold, purchase prices, sale prices.
Did you work as a self-employer?
Did you contribute to your own or a spousal RRSP? If yes, please be ready to provide RRSP contribution slips.
Did you make charitable donations? If yes, please be ready to provide donation receipts.
Were you enrolled in post-secondary level courses at an accredited institution in Canada? Did you pay any tuition fees, or was enrolled in ? If yes, please be ready to provide T2202A tuition slips.
Did you pay unreimbursed professional membership fees? If yes, please be ready to provide name of institutions and amounts paid.
Did you earn rental income? If so, please be ready to provide address of property, gross income, and related expenses.
Did you purchase monthly TTC metro-passes? If yes, please be ready to provide evidence of amounts paid.
Did you pay any unreimbursed medical expenses? If yes, please be ready to provide receipts.
Are you filing for the person with developmental disabilities? If yes, do you have any eligible expenses for the disability supports deduction? Please be ready to provide receipts, and any certification from a medical practitioner that may be needed.
Do you have a Registered disability savings plan (RDSP)? If yes, please be ready to provide amounts made to the plan.
Are you eligible for the disability tax credit (DTC)? If yes, please provide evidence of the approved Form T2201. Note - A medical practitioner has to fill out and certify that you have a severe and prolonged impairment and must describe its effects.
Who are you claiming the DTC for?
If you are claiming DTC, are you claiming any child care expenses or attendant care expenses for yourself, or someone else? If so, please be ready to provide evidence/ receipts of the expenses.
Do you have any other tax related items, or categories you would like to inquire about?
Your answer
This questionnaire contains confidential and/or privileged material. Information will only be retained for tax filing purposes by the members of the tax clinic. Any retransmission, dissemination or other use is prohibited. By completing this form, you are to release the members of the tax clinic from any claim that arises as a result of your tax filing.
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