Start Your Tax Return — BAccountable

Income & Situation

Tell us about your year. Your invoice is based on these answers, and our team reviews it before it's sent to you.

Let's review your residency status

What was your residency situation during the year?

I lived in Canada for the entire year.I moved to Canada during the year.I moved out of Canada and did not return before the year ended.I moved to another province during the year.I am a non-resident.I lived here, but my partner was not a resident.

Your tax filing history

Choose the option that applies:

This is my first time ever filing a tax return.I only want to file this year's return.I've missed a few years and intend to file past years + this year.

Let's find every credit and deduction you're eligible for

Do any of these apply to you? Choose all that apply.

Were you a full-time or part-time student and paid tuition fees?Did you pay for any medical expenses out of pocket?Did you contribute to your RRSP or FHSA this year?Do you have any unclaimed donations from this year or the last 5 years?Did you move more than 40 km for work or to be closer to your workplace?

Personal Information

Your basic personal details for the tax return.

First Name

Last Name *

Preferred Name

Middle Name

Social Insurance Number (SIN) *

Date of Birth *

Did you have Canadian citizenship?

My name has changed since last year's tax return

Legal Representative Name (if applicable)

Legal Representative Title (if applicable)

Contact Information

Telephone Number

Mailing Address

Country *

Province / State *

City *

In Care Of

Unit / Apt

Street Number

Street Name

PO Box

Rural Route Identifier

Postal Code *

My mailing address has changed since last year's tax return

Residency

Province of Residence *

I resided outside of Canada during the tax year *

Marital Status & Separation

Provide details if you experienced a separation.

Marital Status *

Did your marital status change during the tax year?

Temporary separation

Medical separation

Got back together within 90 days

Got back together by March 1 of the following year

Stopped receiving or paying spousal support

Dependents

Add any dependents you are claiming on this tax return.

Life Events

Check any events that apply to this tax year.

The taxpayer passed away during the tax year

The taxpayer was incarcerated during the tax year

Province change

Check this section if you have moved from another province this tax year.

Moved to another province during the tax year

Property

Indicate any property-related events during the tax year.

Sold principal residence during the tax year

Disposed of a housing unit

Owned or held foreign property with a cost exceeding CAD $100,000 *

Disability

Provide disability-related information for the taxpayer.

The taxpayer has a disability

Deductions & Credits

Enter any applicable deduction or credit amounts for the tax year.

Teaching Supply ExpensesTeaching supply expenses for the tax year.

Home Buyers' AmountAmount the taxpayer wants to claim for the home buyers' amount.

Religious Order Income GivenAmount of the taxpayer's income and pension benefits they've given to a religious order after taking a vow of perpetual poverty.

Additional DeductionsAdditional deductions (exempt foreign income, adult basic education tuition assistance, etc.)

Labour-Sponsored Funds Tax CreditLabour-sponsored funds tax credit — a registered fund from other provinces eligible for a federal tax credit.

Other Employment ExpensesOther employment expenses, including salary or wages repaid to their employer during the tax year. Do not include amounts shown on a T4PS (box 36) or T4 (box 77) slip, or expenses on a T777, TL2, or RC359 form.

Wage-Loss Replacement Plan ContributionsIf the taxpayer received payments from a wage-loss replacement plan, enter all contributions they made to the plan in the tax year and previous years. Only enter contributions that have not been claimed before.

Digital News Subscription AmountTotal amount paid for a qualified digital news subscription during the tax year.

Other DeductionsOther deductions (income amounts repaid, legal fees, etc.)

I have supporting documents for the deductions or credits above

Volunteer Service

Indicate if the taxpayer performed volunteer service during the tax year.

Volunteer firefighter or search and rescue (SAR) volunteer

Provincial Property Tax Credit (Rent Credit)

You may be eligible for a provincial rental/property tax credit depending on your province of residence.

Did you rent a residence at any time during the tax year?

Claiming Moving Expenses

You may be eligible to claim moving expenses if you moved during the year.

Distance requirement: Your new home must be at least 40 kilometres closer (by shortest public route) to your new place of work or educational institution.

You may qualify if you moved:

To start a new job
To operate or expand your business at a new location
To attend a post-secondary institution as a full-time student

Are you claiming moving expenses on this return?

Declaration of Conditions of Employment

Form T2200 is signed by your employer and allows you to deduct employment expenses.

I have a T2200 form from my employerMake sure to file older returns first, starting with the earliest year, before filing the current return.

Statement of Business or Professional Activities

Used to calculate your self-employment, business, or professional income for tax reporting purposes.

I have self-employment, business, or professional income to report

CRA Questions

Questions the CRA requires as part of the return.

Language for communications from the CRA *

First time filing a return with the CRA? *

Plan to EFILE a return for prior years?Make sure to file older returns first, starting with the earliest year, before filing the current return.

Is the taxpayer making an election, designation, agreement, waiver, or special elective return as part of filing their return?This question lets the CRA know that an election, letter, or note with the required information is being mailed to them. It is not the election itself.

Did either of the following happen this tax year?

– The taxpayer opened an FHSA for the first time– The taxpayer did not open an FHSA in the prior two years but became a successor holder

Additional Information

Include anything else you think your tax preparer should know, plus any documents that don't fit elsewhere.

Additional Notes

Upload any additional documentss

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