Personal Tax Return (T1) Client Form

1 About you

First name * Last name * Email * Phone Date of birth First time filing a Canadian tax return? Home address City Province on Dec 31, 2026 Postal code Did your address change in 2026? Arrived in Canada in 2026? (date)

Family

Marital status on Dec 31, 2026 Date status changed (if in 2026) Spouse or partner's name Spouse's approx. net income for 2026 Should we prepare your spouse's return too?

Children or other dependants

2 What applies to you in 2026?

Tick everything that applies. A section opens for each one you tick.

Salary or wagesT4 slips from employers StudentTuition (T2202), scholarships, student loans Interest & investmentsBank interest, T5, T3, stocks, crypto Loans & interest paidStudent, investment, business or rental loans Pension, EI & benefitsT4A, T4E, CPP, OAS, RRSP withdrawals Business incomeYou own a business (sole proprietor) Self-employed or gig workContractor, Uber, delivery, trucking Rental incomeA property, suite or room you rent out Deductions & creditsRRSP, FHSA, childcare, medical, donations, rent

Salary or wages (T4)

Add one entry for each T4 slip. The box numbers are printed on the slip.

Tips or cash income not on a T4 Union or professional dues not on your T4 Did your employer give you a T2200 form (required to pay your own work expenses)? Anything else about your employment

Student

Your school issues a T2202 tuition slip. Add one for each school.

Scholarships or bursaries (T4A box 105) Interest paid on government student loans in 2026 Unused tuition from earlier years? Moved 40 km or more to study full-time?

Interest & investment income

Which slips do you have? T5 (interest or dividends) T3 (mutual fund or trust income) T5008 (sale of stocks or funds) T5013 (partnership) Foreign investment statements

Bank or GIC interest with no slip Total interest and dividends (approx.) Sold stocks, funds or crypto in 2026? Investment management or advisory fees paid Owned foreign property costing over $100,000 (CAD) at any time in 2026? Details (e.g. what you sold, foreign bank accounts)

Loans & interest paid

Interest on some loans can be claimed. Add each loan and we'll check what's deductible.

Pension, EI & government benefits

Which slips do you have? T4E (Employment Insurance) T4A (pension or other income) T4A(P) (CPP or QPP) T4A(OAS) (Old Age Security) T4RSP or T4RIF (RRSP or RRIF withdrawal) T5007 (WorkSafeBC or social assistance) Pension from outside Canada

Total from these slips (approx.) Want to split pension income with your spouse? Notes

Business income (sole proprietor)

For a business you own personally (not a corporation). If you have more than one business, describe the others in the notes.

Business name What does the business do? GST/HST number (if registered) Your ownership % Gross sales / revenue GST/HST collected (if registered) Cost of goods sold / inventory purchases How do you keep your records?

Business expenses for 2026

Advertising Meals & entertainment Insurance Interest & bank charges Office expenses & supplies Accounting & legal fees Rent (business premises) Repairs & maintenance Salaries & wages paid Subcontractors Travel Phone & internet Utilities Vehicle expenses

Work from a home office? Home office size vs. whole home Equipment or assets bought in 2026 (what and cost) Other expenses or notes

Self-employed or gig work

Type of work Platforms or main clients Total income received in 2026 Fees on T4A (box 48) or T5018, if any Registered for GST/HST? GST/HST number

Vehicle

Total km driven in 2026 Km driven for work Fuel Insurance Repairs & maintenance Lease payments or loan interest Licence & registration Parking & tolls

Other expenses

Phone & data Platform fees or commissions Tools, supplies & equipment Home office size vs. whole home Other expenses or notes

Rental income

Add one entry for each property you rent out.

Did you buy or sell a rental property in 2026?

Deductions & credits

RRSP contributions FHSA contributions Childcare expenses Medical & dental (not covered by insurance) Charitable donations Rent paid in 2026 Moving expenses (moved 40 km+ for work) Support payments paid

Bought your first home in 2026? Disability tax credit approved for you or a dependant? Other deductions or credits

3 Anything else

Did any of these happen in 2026? Sold my home Had income from outside Canada Moved to or left Canada Received a letter from the CRA Haven't filed for some earlier years Paid tax instalments

Anything else we should know? How did you hear about us? Preferred way to contact you

2026 tax return: client information form