Please complete this form before your consultation. Your information is kept strictly confidential in accordance with PIPEDA.
Medical expenses
Prescriptions, dental, vision, physiotherapy, medical devices, etc.
Charitable donations
Donations to registered Canadian charities (receipts required)
Political contributions
Federal or provincial political party / candidate donations
Childcare expenses
Daycare, babysitter, day camp, boarding school for children under 16
Support for elderly or infirm dependant
Caregiver amount for a parent, grandparent or other dependant 18+
Disability tax credit (DTC)
You or a dependant has a CRA-approved disability certificate (T2201)
Tuition / education fees
Post-secondary tuition (T2202) or transfer from a student dependant
Student loan interest
Interest paid on a government student loan (not private)
RRSP contributions
Contributions made in the tax year or first 60 days of the following year
First Home Savings Account (FHSA)
Contributions to a FHSA for first-time home buyers
First-time home buyer's amount
Purchased your first qualifying home this year
Home accessibility renovation
Eligible renovations for a senior or person with a disability
Moving expenses
Moved 40+ km closer to a new job, business, or school
Union or professional dues
Annual dues paid to a union, professional association, or licensing body
Work-from-home expenses
Worked from home due to employment (T2200 or flat rate method)
Investment / carrying charges
Interest on money borrowed to earn investment income, investment management fees
Spousal support paid
Court-ordered spousal support payments made this year
Your information is kept strictly confidential in accordance with PIPEDA. A copy of your completed form will be sent to our office.