2012 to 2019 Basic Personal Canadian Tax Return - Due April 30th, 2020
SKU:
CA$150.00
CA$150.00
per item
If I can access almost everything I need from the CRA website under Represent a Client but you have some other income or deduction slips as well then this is the return for you. Maximum slips allowed before you must have a complex return is 20 per person or 40 per couple including any slips the Canada Revenue Agency has online.
Click on the links below to go to a description of what is included and the requirements for choosing different options:
Free Tax Returns!
Discount Rate $75 + GST/HST per return
Standard Rate - $150 + GST/HST per return
Premuim Rate $225 + GST/HST per return - if received after April 15th, 2019
Return to Canadians in Canada Info page
If you want this type of return I will need you to authorize me as a representative before I can do anything. Please authorize Expatax and check that all your slips are already available online for each person needing a tax return before contacting me! Once you contact me, I will send you a link to a Box or DropBox folder. You can then upload any scanned documents that you have so that I can get started.
Returns for years earlier than 2014 can be done however they can not be e-filed and so are not available for free. You may do earlier returns for standard pricing.
If you are married or common-law I must be doing returns for both of you although you can have different types of returns.
A slip is defined as a single scanned 8 x 11 inch page or one Canada Revenue Agency official tax slip (i.e. a T4). If you have a lot of medical expenses you should get a summary statement with a total from the dentist and pharmacist that includes everything on one page rather than submitting many individual receipts. Do not overlap the smaller slips on the 8 x 11 page - I must be able to see all the details - use more than one page if you have too many to fit on a single page.
If you do not have access to a scanner but only have a couple of slips that are not already online with the Canada Revenue Agency you may take a clear picture of the slip with your smart phone and email it to me. The picture must be legible and the slip must be flat so that all details can be seen. I prefer properly scanned slips however as the files sizes are generally much smaller and the images are clearer.
You must also purchase complex personal Canadian tax return items if you have any of the following complicating items:
You may have the following types of income slips:
You may have the following types of deductions:
Free Tax Returns!
Discount Rate $75 + GST/HST per return
Standard Rate - $150 + GST/HST per return
Premuim Rate $225 + GST/HST per return - if received after April 15th, 2019
Return to Canadians in Canada Info page
If you want this type of return I will need you to authorize me as a representative before I can do anything. Please authorize Expatax and check that all your slips are already available online for each person needing a tax return before contacting me! Once you contact me, I will send you a link to a Box or DropBox folder. You can then upload any scanned documents that you have so that I can get started.
Returns for years earlier than 2014 can be done however they can not be e-filed and so are not available for free. You may do earlier returns for standard pricing.
If you are married or common-law I must be doing returns for both of you although you can have different types of returns.
- A very basic personal Canadian income tax return can be combined with a basic personal Canadian income tax return as long as the total number of slips is under 20 for for the household.
- Two basic personal Canadian income tax return can be combined as long as the total number of slips is under 40 for for the household and there are no other complicating items - see the list below.
- A basic personal Canadian income tax return must be combined with a complex personal Canadian (with 1 complicating issue being extra slips) if you have more than 40 slips for the household
A slip is defined as a single scanned 8 x 11 inch page or one Canada Revenue Agency official tax slip (i.e. a T4). If you have a lot of medical expenses you should get a summary statement with a total from the dentist and pharmacist that includes everything on one page rather than submitting many individual receipts. Do not overlap the smaller slips on the 8 x 11 page - I must be able to see all the details - use more than one page if you have too many to fit on a single page.
If you do not have access to a scanner but only have a couple of slips that are not already online with the Canada Revenue Agency you may take a clear picture of the slip with your smart phone and email it to me. The picture must be legible and the slip must be flat so that all details can be seen. I prefer properly scanned slips however as the files sizes are generally much smaller and the images are clearer.
You must also purchase complex personal Canadian tax return items if you have any of the following complicating items:
- rental income except if you also need a US 1040NR to report U.S. rental income in which case the rental income is included in the price of the 1040NR or except if you also need a Canadian non-resident rental return for part of the year for the same property. If you have additional non-U.S. rental properties they require a complex Canadian tax return.
- self employed income
- employment expenses - you must have a T2200 signed by your employer to claim these
- require the T1135 form completed (i.e. have more than $100,000 cnd (cost not current market value) in foreign assets) except if you also need a U.S. 1040NR to report U.S. rental income in which case the T1135 is included in the price of the 1040NR.
- have extensive stock transactions that you need us to determine the cost basis for to report on schedule 3 (i.e. do not have a nice list of cost and proceeds for each stock sold in the year)
- were not a tax resident of Canada for the entire year except if you also need a Canadian non-resident rental return for your non-resident period.
- Your spouse died in the year except if all assets rolled over tax free to you. If there is a surviving spouse all assets are usually rolled over tax free.
- You are single, separated, divorced or widowed and have more than 20 slips.
- You do not have access to a scanner or smart phone and want drop off all your paperwork rather than uploading to Box or DropBox.
You may have the following types of income slips:
- T4 (Statement of Remuneration Paid)
- W2 (U.S. equivalent to a T4)
- T4OAS (Statement of Old Age Security)
- T4P (Statement of Canada Pension Plan Benefits)
- SS1099 (U.S. equivalent to T4AP - reports Social Security Pension Income)
- T4A (Statement of Pension, Retirement, Annuity, and Other Income)
- 1099-R (U.S. equivalent to a T4A - reports US pension income)
- T4E (Statement of Employment Insurance and Other Benefits)
- T4RSP (Statement of RRSP Income)
- T4RIF (Statement of Income from a Registered Retirement Income Fund)
- T5007 (Statement of Benefits)
- T3 (Statement of Trust Income Allocations and Designations)
- T5 (Statement of Investment Income)
- 1099-INT (U.S. equivalent to T5's/T3's) - reports interest income)
- 1099-Div (U.S. equivalents to T5's/T3's - reports dividend income)
- T5008 (Statement of Securities Transactions) - must include both cost and proceeds of the security and not just proceeds
- 1098-B (U.S. equivalent to T5008)
- RC62 (UCC benefits)
- Spousal support from an ex-spouse
You may have the following types of deductions:
- RRSP contributions
- Donations, union dues and medical expenses
- Tuition and education amount credits for the current year or carried forward from a previous year
- Student loan interest
- Disability tax credits for yourself or a dependent if you already have an approved T2201 on file with the CRA
- I will help you apply for disability tax credits for yourself or a dependent.
- Spousal support paid to an ex-spouse
- Moving expenses
- Employment expenses with a completed form T2200
- Equivalent to married for a child if a single parent
- Alternative minimum tax credits carried forward from a previous year
- Capital losses carried forward from a previous year