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905-461-4949
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Tax Filing Remotely
Tax Calculator
Customer Survey
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Client Portal
About Us
Blog
905-461-4949
Request A Consultation

Home
Services
Tax Filing Remotely
Tax Calculator
Customer Survey
Contact Us

Client Portal
About Us
Blog
905-461-4949
Request A Consultation

Home
Services
Tax Filing Remotely
Tax Calculator
Customer Survey
Contact Us

Tax Filing For New Client

Home
New Client

Steps To File Tax Remotely

Describe Yourself*
- Student
- Employees
- Seniors
- Self-employed
Student Checklist

- T4

- T2202

- OSAP interest paid.

- Last year NOA

- Rent paid during the year.
Employees Checklist

- All T Slip i.e T4, T5 ,T3,T5008 etc.

- RRSP Slip

- Last year NOA

- Employment Exp

- Rent paid /Properly Tax
Seniors Checklist

- All Tslip T4OAS, T4AP , T5007 T3 T5 etc.

- Any disability Approved

- Property Tax/Rent paid during year
Self-employed Checklist

- All T slips i.e., T4, T5, T3, T5008

- RRSP slip

- Last year NOA

- Employment expense

- Rent paid/Property tax
Number of Tax Returns?*
First Name*
Last Name*
Phone Number*
Email*
SIN No*
Date of birth*
MM slash DD slash YYYY
Current Address*
Street Address City Province Postal Code
Tel. No.*
Any approved disability*
- No
- Yes
Marital status*
- Single
- Married
- Separated
- Living common-law
- Widowed
- Divorces
Details Of Spouse
First Name*
Last Name*
SIN No*
Date of birth*
MM slash DD slash YYYY
Do you want to file a Tax return of your Spouse*
- Yes
- No
Same address as above of Spouse*
- Yes
- No
Address of Spouse*
Street Address City Province Postal Code
Did you pay rent/property tax?*
- No
- Yes
Address*
Street Address City Province Postal Code
Amount*
Type*
Add More*
- No
- Yes
Address*
Street Address City Province Postal Code
Amount*
Type*
Add More*
- No
- Yes
Address*
Street Address City Province Postal Code
Amount*
Type*
Dependent’s information
Number of Dependent’s*
- 0
- 1
- 2
- 3
- 4
Details of First Dependent
First Name*
Last Name*
DOB*
MM slash DD slash YYYY
SIN No*
Relationship*
Do you want to file a tax return for this Dependent?*
- No
- Yes
Any approved disability*
- No
- Yes
Details of Second Dependent
First Name*
Last Name*
DOB*
MM slash DD slash YYYY
SIN No*
Relationship*
Do you want to file a tax return for this Dependent?*
- No
- Yes
Any approved disability*
- No
- Yes
Details of Third Dependent
First Name*
DOB*
MM slash DD slash YYYY
SIN No*
Relationship*
Do you want to file a tax return for this Dependent?*
- No
- Yes
Any approved disability*
- No
- Yes
Details of Fourth Dependent
First Name*
Last Name*
DOB*
MM slash DD slash YYYY
SIN No*
Relationship*
Do you want to file a tax return for this Dependent?*
- No
- Yes
Any approved disability*
- No
- Yes
Did you sell principal residence during year*
- No
- Yes
Address of property*
Street Address City Province Postal Code
Date of sale*
MM slash DD slash YYYY
Date of purchase*
MM slash DD slash YYYY
Selling price*
Jointly owned by spouse*
No of years you lived since purchase*
Did you contribute to RRSP*
- No
- Yes
Did you give donation to charity?*
- No
- Yes
Did you have medical expenses*
- No
- Yes
Did you buy first time principal residence during year*
- No
- Yes
Date of purchase*
MM slash DD slash YYYY
Address*
Street Address City Province Postal Code
Jointly owned by spouse*
Did you go to any university or colloge*
- No
- Yes
Do you have rental property*
- No
- Yes
Address*
Street Address City Province Postal Code
% of ownership*
Details of other owners
First Name*
Last Name*
SIN No*
% of ownership*
Rental income*
Expenses
Insurance*
Property tax*
Mortgage Interest*
LOC interest*
Condo fees*
Manager fees*
Utilities*
Repairs and maintenance*
Broker fees*
Advertisement*
Travel exps*
Any other expenses relating to property*
Do you want to add more properties?*
- No
- Yes
% of ownership*
Details of other owners
First Name*
Last Name*
SIN No*
% of ownership*
Rental income*
Expenses
Insurance*
Property tax*
Mortgage Interest*
LOC interest*
Condo fees*
Manager fees*
Utilities*
Repairs and maintenance*
Broker fees*
Advertisement*
Travel exps*
Any other expenses relating to property*
Do you want to add more properties?*
- No
- Yes
% of ownership*
Details of other owners
First Name*
Last Name*
SIN No*
% of ownership*
Rental income*
Expenses
Insurance*
Property tax*
Mortgage Interest*
LOC interest*
Condo fees*
Manager fees*
Utilities*
Repairs and maintenance*
Broker fees*
Advertisement*
Travel exps*
Any other expenses relating to property*
Do you have capital gain?*
- No
- Yes
Description of property*
Purchase price*
Any capital exp after purchase*
Selling price*
Selling Expenses*
Do you want to Add more properties*
- No
- Yes
Description of property*
Purchase price*
Any capital exp after purchase*
Selling price*
Selling Expenses*
Are you self Employed*
- No
- Yes
Name & Address of Business
Business \HST No.
Proof of Payment - Please upload a receipt of the e-transfer
Max. file size: 64 MB.
Signature
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Phone
This field is for validation purposes and should be left unchanged.

Fee Calculator

** Please follow these steps

Check Our Professional Charges from the Calculator shown below.
Send an Email Transfer of the Fee Indicated to SHAMMI@TAXPLANN.CA
In the Email Transfer mention Your Full Name, Phone, and Email Address
Take a screen shot of payment confirmation. You will have to attach this proof of payment at this step.

Number of Tax Returns?

$75 for each Tax Return

Number of Rental Statement?

$50 for each Rental Statement

Number of Capital Gain Statement?

$50 for each Capital Gain Statement

Number of Business Statement?

$250 for each Business Statement

Employment Expenses?

$150 for Employment Expenses

Total Fee:

Phone

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Services

Taxation
Bookkeeping
Payroll
GST/ HST Reports

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About Us

The Tax Talk

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Shammi Chhibber CPA Professional Corporation

2355 Derry Rd E #46
Mississauga, ON-L5S 1V6

About Us | Contact Us | Our Services | Tax Calculator

Tax Plan

Phone: 905-461-4949 | 416-565-8299

Fax: : 905-677-6423

Taxplan, A Complete Tax Solution Inc,
2355 Derry Rd. East, Unit 46 (Upper Floor),
Mississauga, Ontario – L5S 1V6

About Us | Contact Us | Our Services | Tax Filing

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