For the exclusive use of Bourassa Boyer’s clients.

Note to our clients: Please complete only this questionnaire. We will contact you if further information is required.

IMPORTANT: In the current context and 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, 2023, if your documents are received no later than Monday April 10, 2023. We thank you in advance for your cooperation.

    COPY OF YOUR TAX RETURNS FOR YOUR RECORD:

    * Required fileds

    Select copy format* :

    portalemailpaper

    Email address* :

    IDENTIFICATION :

    Last name*:

    First name*:

    Telephone (home):

    ]

    Telephone (cellular):

    ]

    Marital status*:

    Current address*:

    YES

    NO

    Was there a change of address*?

    OuiNon

    Change in marital status*?

    OuiNon

    Did you have a child this year*?

    OuiNon

    Change in shared custody of children*?

    OuiNon

    Dependant children under the age of 18*?

    OuiNon

    Dependant children over the age of 18*?

    OuiNon

    Were you living alone for the entire year*?

    OuiNon

    TAX QUESTIONS:

    Income:

    YES

    NO

    Sale of a residence or real property

    OuiNon

    Sale of investments with summary of gains or loses

    OuiNon

    Rental income

    OuiNon

    Sale of virtual currency

    OuiNon

    Taxes and contributions:

    YES

    NO

    Quarterly federal tax installments

    OuiNon

    Quaterly provincial tax installments

    OuiNon

    Home-Support services and expenses (69 yrs +)

    OuiNon

    Deductions or credits:

    YES

    NO

    RRSP contribution made from March 1st to December 31, 2022

    OuiNon

    RRSP contribution made in the first 60 days of 2023

    OuiNon

    Tuition fees and those of your children

    OuiNon

    (Relevé 8, T2202 download from educational institution)

    Interest on student loan(s)

    OuiNon

    First home buyer

    OuiNon

    Professional contribution paid by you

    OuiNon

    Professional contribution paid by your employer

    OuiNon

    Have you worked from home in 2022 due to COVID-19

    OuiNon

    Quebec prescription drug insurance (RAMQ),if yes::

    YES

    NO

    All year or

    OuiNon

    Part of the year

    OuiNon

    Private medical insurance, if yes::

    (Provide us a summary of the medical expenses claimed.)

    YES

    NO

    All year or

    OuiNon

    Part of the year

    OuiNon

    Other:

    YES

    NO

    Foreign income more than $100,000

    OuiNon

    Completed by*:

    Date*:

    Pour informations additionnelles, complétez la page suivante.

    ADDITIONAL INFORMATION: