PocketTax Accounting Canada | Personal & Business Tax Filing Services

1. Do you want to file taxes in Canada?

Yes No

2. Are you married?

Yes No

3. Were you self-employed (Skip, Uber, Doordash, etc.)?

Yes No

📄 Personal Information

Have we filed your taxes before?

Yes No

Do you have a CRA account?

Yes No

Authorize us (RepID: 68CZ76M, Level 2)

Yes, I authorize

🆔 Identification

Did you change province in the tax year?

Yes No

Filing taxes for the first time?

Yes No

💼 Employment & Education

T4 slips details (number of jobs, years)

Work from home?

Yes No

Claiming WFH expenses?

Yes No

🎓 Education details

T2202A (Tuition) - upload simulation

Prior year T1 (if not filed before)

💍 Marital Status

Are you married?

Yes No

💰 Deductions & Other Income

Rent paid (Ontario residents only)

Yes No

Donations?

Yes No

Medical expenses?

Yes No

Covid Benefits / EI Benefits received?

Yes No

Crypto transactions?

Yes No

Stock investments (capital gains)?

Yes No

RRSP contributions?

Yes No

📌 Additional Notes & Final Step

Where did you hear about us? *

Any extra information or documents you'd like to share?

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Checklist

📄 Personal Information

🆔 Identification

💼 Employment & Education

🎓 Education details

💍 Marital Status

Spouse Information

💰 Deductions & Other Income

🚚 Self-Employment Details

📌 Additional Notes & Final Step

Contact us now and get your taxes done!