Personal Tax Intake | On The Money

Personal & self-employed tax intake

This takes about 10–15 minutes. Have your tax slips and receipts handy — you can take photos with your phone and upload them as you go.

Existing clients: we already have your information on file, so you only need to tell us what has changed.

Are you an existing On The Money client? *Yes, I filed with you last yearNo, I’m a new client

Has any of your personal information changed since last year? (address, phone, email, marital status, dependants) *No, nothing has changedYes, some things changed

What changed? (tick all that apply) *AddressMarital statusDependantsPhone or email (update it above)

Which tax year are we filing? *

Who are we filing for? *Just meMe and my spouse / common-law partner

First Name *

Last Name *

Email address *

Mobile phone *

Province of residence on December 31 of the tax year *

Your details

Existing clients: only fill in what has changed.

Date of birth *

Social Insurance Number (SIN) *

Street Address *

Apartment, suite, etc

City *

Province *

Postal code *

Country *

Did your marital status change during the year? *NoYes

Date it changed

Do you have dependants (children or others you support)? *NoYes

Dependants — name, date of birth and relationship for each

Did you move to or leave Canada during the year? *NoYes

Date of arrival or departure

Is this your first time filing a Canadian tax return? *NoYes

Date you became a resident of Canada *

Country you moved from *

Your world income for the full year BEFORE you arrived in Canada (in CAD) *Income from all countries. CRA uses this for the GST/HST credit and Canada Child Benefit. Enter 0 if none.

Income earned outside Canada in this tax year, before your arrival date (in CAD) *Enter 0 if none.

Your spouse / partner

Existing clients: only fill in what has changed.

First Name *

Last Name *

Spouse date of birthExisting clients: skip this if we already have it on file.

Spouse SINExisting clients: skip this if we already have it on file.

Spouse email

Spouse phone

Your year

Tick everything that applied to you (or your spouse) this year. We'll only ask about what you select.

If your spouse / partner is not filing with us: their approximate net income for the year ($)

Self-employed / business income

Business name (or "none" if you use your own name) *

What does your business do? *

Are you registered for GST/HST (or QST)? *NoYesNot sure

GST/HST and QST numbers

Total business revenue for the year ($) *

GST/HST/QST collected, if registered ($)

Business income & expense summary📥 Download our business income & expense worksheet (Excel) — fill it in and upload it here. Upload a spreadsheet, your bookkeeping report (QuickBooks, Wave…), or photos of receipts and invoices.

Did you use part of your home for the business? *NoYes

Home office area (sq ft)

Total home area (sq ft)

Home expenses (rent or mortgage interest, utilities, insurance, property tax)📥 Download our home office worksheet (Excel) — fill it in and upload it here.

Did you use a vehicle for the business? *NoYes

Business kilometres

Total kilometres driven in the year

Vehicle expenses (gas, insurance, repairs, lease or loan interest)📥 Download our vehicle expense worksheet (Excel) — fill it in and upload it here.

Equipment, computers or other assets bought over $500 (item, date, cost)

Rental property

Add one block per property — use the notes box for a second property.

Street Address *

Apartment, suite, etc

City *

Province *

Postal code *

Country *

Your ownership share (%)

Gross rent received for the year ($)

Is this the first year you're reporting this property? *NoYes

Did you or family live in any part of it? *NoYes, part of the year or part of the property

Rental expenses📥 Download our rental income & expense worksheet (Excel) — fill it in and upload it here. Mortgage interest statement, property tax, insurance, repairs, condo fees, utilities, management fees.

Notes / additional properties

Investments, crypto & foreign

Investment slips & statementsT3, T5, T5008 and year-end trading summaries.

Crypto transaction historyExport of trades from each exchange or wallet (CSV is best).

At any time in the year, did the total cost of your foreign property (foreign bank accounts, shares held outside Canada, foreign real estate that is not personal-use) exceed $100,000 CAD? *NoYesNot sure

Describe foreign income and property (country, type, approximate cost and income)

Quebec residents (TP-1)

Relevé (RL) slipsRL-1, RL-2, RL-3, RL-24 (childcare), RL-31 (housing) and any others.

Prescription drug insurance during the year *Covered by a private / group plan all yearCovered by the RAMQ public plan all yearMix of both, or not covered for part of the year

On December 31, did you rent or own your home? (for the solidarity tax credit) *RentOwnLived with family / other

Did you live alone, or only with dependants, for the whole year? *NoYes

Upload your documents

Photos from your phone are fine — just make sure everything is readable. You can upload several files in each box.

All tax slips (T4, T4A, T4E, T5007, T4RIF, etc.)Upload every slip you received, even small ones.

RRSP / FHSA contribution receipts

Tuition slips (T2202)

Childcare receiptsProvider name and SIN/business number, amount paid, child’s name.

Medical & dental receiptsIncluding the medical portion of insurance premiums paid through work.

Donation receipts

Moving expense detailsReceipts and both old and new addresses.

Form T2200 / T2200S from your employer, and home expenses

Sale or purchase documents for propertyStatement of adjustments, purchase and sale price, dates.

Support agreement or court order

Last year's Notice of Assessment (and Quebec notice, if applicable)Helps us carry forward RRSP room, tuition and losses.

Anything else we should see

Fees & authorization

Your fees (existing clients)

Basic return (1 T4 slip)	$55
Each additional slip	$5
Self-employed return	from $120
Quebec resident (federal + Quebec return)	$70
Rental property	quoted

Each person in a household is a separate return. Prices are before taxes. Your return is filed once your invoice is paid.

Our fees

Basic return (1 T4 slip)	$75
Each additional slip	$5
Self-employed return	from $175
Quebec resident (federal + Quebec return)	$95
Rental property	quoted

Each person in a household is a separate return. Prices are before taxes. We will confirm your exact fee before filing. Your return is filed once your invoice is paid.

New-client deposit: please send a $50 deposit by Interac e-Transfer to abneesh@onthemoneyltd.ca. It will be applied to your total invoice. We start your return once the deposit is received.

Authorize us with CRA

We need online access to your CRA account to download your slips and file your return. You do this yourself in your CRA account, and it takes about 5 minutes. Already done? Skip the steps and choose Yes, already done below.

Sign in to CRA My Account.
Select Profile in the left menu.
Under Authorized representative(s), select Add.
Enter our RepID: B79P46B.
Choose Level 2 access and submit.

Filing with a spouse or partner? They need to do this in their own My Account too.

No CRA account, or stuck? Choose I need help with this below and we will send the request from our side for you to confirm.

Quebec residents: please also authorize us with Revenu Québec. Sign in to My Account for individuals, open the authorization or power of attorney service, and authorize Abneesh Meeda, On The Money Accounting & Tax Services. If you get stuck, tell us and we will send you form MR-69-V to sign instead.

Have you authorized On The Money as your representative with CRA? *Yes, already doneNot yet, I will do it nowI need help with this

Anything else we should know? (questions, life changes, CRA letters received)

Consent *I consent to On The Money Accounting & Tax Services collecting and storing the information and documents in this form to prepare my tax return(s), and I confirm the information I have provided is complete and accurate to the best of my knowledge. I understand my return(s) will be filed once my invoice is paid.

Save and finish later

Personal & Self-Employed Tax Intake

Personal & self-employed tax intake

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