Client forms
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Choose the form that fits. Each one takes 10 to 15 minutes and goes straight to us. We'll reply within one business day with next steps and a written quote.
T1: Personal tax return
For individuals and families: salary, students, investments, self-employed, business and rental income, deductions and credits.
Start T1 form →T2: Corporate tax return
For incorporated businesses: year-end financial statements, shareholders, payroll, owner pay, assets and the T2 return.
Start T2 form →T3: Trust or estate return
For trustees and executors: the trust or estate, beneficiaries, income, expenses, distributions and assets sold.
Start T3 form →T5: Dividends & interest slips
For corporations that paid dividends or interest: recipients, amounts and dividend details for the T5 slips and summary.
Start T5 form →Starting a business, incorporation & annual reports
Incorporating a company (CCPC), or registering a sole proprietorship or partnership. We gather the directors, shareholders and share details for your lawyer, set up your CRA, GST/HST, PST, payroll and WorkSafeBC accounts, and file your company's annual report each year. Already incorporated? Use this form for your annual report too.
Start business setup form →Our forms never ask for full Social Insurance Numbers, bank account numbers or passwords. We collect anything sensitive separately and securely.