For the exclusive use of Bourassa Boyer's clients.
Note to our client: Please complete only this questionnaire. We will contact you if further information is required.
IMPORTANT: To properly manage our human resources essential to our services, note that we can only guarantee the production of your tax returns by April 30th, 2026, if your documents are received no later than Monday April 6th, 2026. We thank you in advance for your coooperation.
COPY OF YOUR TAX RETURNS FOR YOUR RECORD:
*Required fields
Select a copy format* :
PortalEmailPaper
Email adress* :
IDENTIFICATION
Last name:* :
First name:* :
Telephone (home):
Telephone (cellular):
Marital status*:
SingleLiving common-lawDivorcedMarriedSeparatedWidowed
Current address*:
YES
NO
Was there a change of adress*?
YESNO
Change in marital status*?
Did you have a child this year*?
Change in shared custody of children*?
Dependant childre under the age ou 18* ?
Dependant children over the age of 18*?
Were you living alone for the entire year*?
TAX QUESTIONS:
Income:
Sale of a residence or real property
Sale of investments with summary of gains or loses
Rental income
Transaction of virtual currency / crypto-assets
Taxes and contributions:
Quarterly federal tax installments
Quaterly provincial tax installements
Home-Support services and expenses (69 yrs+)
New client: 2024 Notices of assessment (to be provided)
Deductions or credits:
RRSP contribution made from March 1st to December 31, 2025
RRSP contribution made in the first 60 days of 2026
Tuition feeds and those of your children
(Relevé 8, T2202 download from educational institution)
Interest on student loan(s)
First home buyer
Professional contrbution paid by you
Professional contribution paid by your employer
Quebec prescription drug insurance (RAMQ) if yes:
All year or
Part of the year
Private medical insurance, if yes:
(Provide us a summary of the medical expenses claimed)
Other:
Foreign income more than $100,000
Ownership of virtual currencies / crypto-assets
For additional information, please complete the following section.
Completed by* :
Date* :
ADDITIONAL INFORMATION:
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