The 2020 personal tax questionnaire and checklist is designed to assist you in gathering the documents and information necessary for the preparation of your 2020 tax return.
Tax Questionnaire 2020 Tax Questionnaire and Checklist
Please download and complete based on your individual situation. Please return to us with your tax documents.
In order that we may prepare your 2020 personal income tax return on a timely basis, please start accumulating your receipts. Please note that CRA has not extended the filing deadlines for personal tax returns for 2020. As we are all still working remotely from home, the following options are available to you for providing us with your 2020 tax receipts and information:
- Upload your receipts as pdf files to our secure portal. This is preferable to email, as all your receipts are saved in one secure location.
- Email your tax receipts to us if you do not wish to subscribe for portal access.
- Courier or drop off your receipts – please contact us and we will provide you with the closest drop off point or courier address.
- Mail the receipts to us using express post (not regular mail) – please contact us for the address to use.
Your prompt attention will allow you to collect any refunds early or plan the payment of any tax that is due on April 30, 2021.
We recommend that you review your prior year’s income tax return in order to familiarize yourself with the information required to prepare your 2020 income tax return.
We will be returning all material provided to us (other than copies of receipts uploaded by you to the portal or emailed to us) when your return is completed as well as a full version of your income tax return. If you are using our portal, your completed tax return will be uploaded to the portal. If you have emailed your information to us, we will provide you with a complete tax return by email, unless you request a paper copy of your return.
As was our practice last year, we will contact you when your return is complete. For payment options, we accept VISA, MASTERCARD, AMEX and E-TRANSFERS for personal income tax returns.
Should you have any concerns or questions, or wish to arrange a virtual (zoom) meeting to discuss your income tax affairs, please do not hesitate to contact us as soon as possible. Please call or make an appointment on our contact us page on our website, or contact anyone of us by phone (cell numbers preferable).