loading 6 - Personal tax questionnaire 2024

    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, 2025, if your documents are received no later than Monday April 7th, 2025. We thank you in advance for your coooperation

    COPY OF YOUR TAX RETURNS FOR YOUR RECORD:

    *Required fields

    Select a copy format* :

    Email adress* :

    IDENTIFICATION

    Last name:* :

    First name:* :

    Telephone (home):

    Telephone (cellular):

    Marital status*:

    Current address*:

    YES

    NO

    Was there a change of adress*?

    YESNO

    Change in marital status*?

    YESNO

    Did you have a child this year*?

    YESNO

    Change in shared custody of children*?

    YESNO

    Dependant childre under the age ou 18* ?

    YESNO

    Dependant children over the age of 18*?

    YESNO

    Were you living alone for the entire year*?

    YESNO

    TAX QUESTIONS:

    Income:

    YES

    NO

    Sale of a residence or real property

    Sale of investments with summary of gains or loses

    YESNO

    Rental income

    YESNO

    Transaction of virtual currency

    YESNO

    Taxes and contributions:

    YES

    NO

    Quarterly federal tax installments

    YESNO

    Quaterly provincial tax installements

    YESNO

    Home-Support services and expenses (69 yrs+)

    YESNO

    Deductions or credits:

    YES

    NO

    RRSP contribution made from March 1st to December 31, 2024

    YESNO

    RRSP contribution made in the first 60 days of 2025

    YESNO

    Tuition feeds and those of your children

    YESNO

    (Relevé 8, T2202 download from educational institution)

    Interest on student loan(s)

    YESNO

    First home buyer

    YESNO

    Professional contrbution paid by you

    YESNO

    Professional contribution paid by your employer

    YESNO

    Quebec prescription drug insurance (RAMQ) if yes:

    YES

    NO

    All year or

    YESNO

    Part of the year

    YESNO

    Private medical insurance, if yes:

    YES

    NO

    All year or

    YESNO

    Part of the year

    YESNO

    (Provide us a summary of the medical expenses claimed)

    Other:

    YES

    NO

    Foreign income more than $100,000

    YESNO

    For additional information, please complete the following section.

    Completed by* :

    Date* :

    ADDITIONAL INFORMATION: