File Your Taxes Virtually

This questions asked on this form are designed specifically so that we can properly address your individual financial situation, and apply out expert knowledge of the evolving changes in income tax filing requirements.

With the best information comes the best result for you that taxpayer! Please take the necessary time to provide the information we need to get it right the first time!

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Personal Information

Full Name

First Last

Email Address

What did consider to be your Province of residence on Dec 31 of the tax year you are filing for?

Are you a returning customer?

Yes

Cell

Other returns you are submitting (Please select relationship & enter names)

How Many other tax returns are we filing

Please enter a number from 0 to 7.

Relationship

Name

Relationship

Name

Relationship

Name

Relationship

Name

Relationship

Name

Relationship

Name

Relationship

Name

Any changes to contact, status or dependants

None

Contact or Address Detail

Marital Status

Dependants

Date of Birth

MM slash DD slash YYYY

Physical Address

Apt

Street(Required)

Street Name(Required)

Physical Address

City Province Post Code

Phone Number

Is Mailing Address Different

Yes

Rural Mailing Address

PO BOX

GRP / SITE

Other

In Care Of

Apt

Street

Street Name

Mailing Address

City Province Post Code

Marital Status

What is considered common-law?

Common-law partner

A person you are living with in a conjugal relationship, but are not married to, and one of the following situations apply.

They:

Have been living with you for at least 12 continuous months. This0 includes any period you were separated for less than 90 days because of a breakdown in the relationship
Are the parent of your child by birth or0 adoption
Have custody and control of your child (or had custody and control0 immediately before the child turned 19 years of age) and your child is wholly dependent on that person for support Close

Marital Status

Name

First Last

Date of Birth

MM slash DD slash YYYY

Email Address

Gender

Male

Female

Phone number

Is Address Different?

Yes

New Address

Apt

Street(Required)

Street Name(Required)

Physical Address

City Province Post Code

Do you wish for us to file your Spouses tax return as well?

Yes

What is their net income?

Did your Marital Status Change in the Tax year?

Yes

What is the date of the change?

MM slash DD slash YYYY

What is the previous status?

Do you have any dependant children?

Yes

How Many Children / Dependants?

Please enter a number from 0 to 5.

Children 1

Name

First Last

Relationship

DOB

MM slash DD slash YYYY

School Status

Income

Child Care Expenses

Sports, Fitness and Art Expenses?

Children 2

Name

First Last

Relationship

DOB

MM slash DD slash YYYY

School Status

Income

Child Care Expenses

Sports, Fitness and Art Expenses?

Children 3

Name

First Last

Relationship

DOB

MM slash DD slash YYYY

School Status

Income

Child Care Expenses

Sports, Fitness and Art Expenses?

Children 4

Name

First Last

Relationship

DOB

MM slash DD slash YYYY

School Status

Income

Child Care Expenses

Sports, Fitness and Art Expenses?

Children 5

Name

First Last

Relationship

DOB

MM slash DD slash YYYY

School Status

Income

Child Care Expenses

Sports, Fitness and Art Expenses?

Do you wish for us to file their tax return as well?

Yes

Basic Filing Information

How many Years?

Please enter a number from 0 to 9.

List Each Year

What tax year are you filing for?

Would you like to file all other outstanding returns up to the and including the current 2023 tax year ?

Yes

May CRA submit information to Elections Canada to update the Voter Registry for you / family

CRA Sharing in Information?

Sharing your information with Elections Canada

This question is used by the Canada Revenue Agency (CRA) and Elections Canada to keep your and your spouse’s or common-law partner’s (if applicable) information up to date on the National Register of Electors or the Register of Future Electors (maintained by Elections Canada).
If you’re a Canadian citizen and allow the CRA to share your information (name, address, date of birth, and citizenship) with Elections Canada, you'll be sent a voter information card telling you when and where to vote in the event of a federal election or referendum.
Note: Your and/or your spouse’s authorization is only valid until you file your next return.
Note: By not sharing your information with Elections Canada, you don’t give up your right to vote! Refer to the Elections Canada website for more information.

May CRA submit information to Elections Canada to update the Voter Registry for you / family

Yes

Do you own Property, investments or shares in non Canadian countries that have a Combined total cost exceeds $100,000 CDN?

What is Foreign Property?

Specified foreign property is defined in the Income Tax Act and includes:

amounts in foreign bank accounts
shares in foreign companies, even if held in a Canadian brokerage or through a separately managed account (SMA)
shares of Canadian corporations held outside Canada (e.g., in a brokerage account in another country)
interests in non-resident trusts
debts owed by non-residents, including bonds and debentures issued by foreign governments or foreign corporations
life insurance policies from a foreign issuer²
property that’s convertible into, exchangeable for, or confers a right to acquire a property that is specified foreign property (e.g., a call option, stock options, or restricted stock units to acquire shares in a foreign corporation³)
interests in foreign mutual funds
real estate outside Canada (unless mainly held for personal use and enjoyment)
other tangible and intangible property outside Canada, such as patents, copyrights, precious metals, gold certificates, and futures contracts

Specified foreign property does not include:

property used or held exclusively in carrying on an active business
property held in a registered Canadian plan, such as a registered retirement savings plan (RRSP), registered retirement income fund (RRIF), registered pension plan (RPP), registered education savings plan (RESP), registered disability savings plan (RDSP), or tax-free savings account (TFSA)
personal use property (e.g., car, vacation property, jewelry, artwork, etc.)
assets in certain foreign retirement accounts, such as a U.S. 401(k) or an individual retirement account (IRA)
interests in or a right to acquire any of the above-noted excluded foreign property
interests in Canadian registered mutual funds (trusts and corporations), exchange-traded funds (ETFs), and segregated funds regardless of the underlying fund assets

Do you own Property, investments or shares in non Canadian countries that have a Combined total cost exceeds $100,000 CDN?

Yes

Are you on Title to any property that you do not own?

Why are you asking this?

On Dec 15, 2023 the Government passed Bill C32 which includes expanded reporting for bare Trusts.

Failure to file penalties can exceed $5,000 per year.

What is a bare trust?

A bare trust is a specific kind of trust in which the trustee has no obligation other than to deal with the trust property as instructed by the beneficiaries. The legal title of the trust property is held by the trustee, but the beneficiary has the beneficial ownership of the property. A bare trust is essentially a principal-agent relationship, which means the beneficiary of a bare trust has complete control over the trustee’s action as it relates to the trust property and the trustee has no independent power, discretion, or responsibility over the property.

Bare trusts are commonly used to:

Have Parents or Children on Property Title to minimize provincial land transfer taxes or probate fees in transactions where the beneficial ownership of a property is being transferred between multiple parties, but there is no change to the legal title held by the trustee
Child Bank Accounts especially in Under Age Situations
hold legal title of a property on behalf of a group of owners in a joint venture or partnership (Community Club, Team Bank Accounts etc…)
ensure privacy and maintain the anonymity of the true owner of a property when the ownership information, such as land registration records, are public record
facilitate efficient property transfer in corporate reorganizations where the legal ownership of property may otherwise need to be transferred and registered multiple times, or if the legal ownership cannot be transferred at the desired time due to administrative issues
gift a minor child or children with property who cannot hold a legal title
hold legal title of a property on behalf of a group of owners in a joint venture or partnership

Are you on Title to any property that you do not own?

Yes

Do you have signing authority on Any Bank accounts where the Money is not yours? (parents / children etc…)

Yes

Unsure

How many others are on the account?

Please List All Names?

What type of Property / Account is it?

What is the overall value of the Property / Accounts

Health

Do you or your spouse have a Health Care Insurance Plan?

TAX TIP!

If you pay into a Health Care plan, the premiums are tax deductible.
Check if you have amounts listed on the follow

T4 – Box 85
T4A – Box 135

If Not Please send us the Last Paystub of the year so we can see how much you Pay

Did you or your family spend more than $450 in medical expenses for the tax year?

Yes

Send us your receipts

Please Make Sure you provide us with copies of all your medical expenses, Including prescriptions, dental bill’s eye glasses, Chiropractor, Massage, Physio, Therapist’s travel insurance and any other medical related expenses (Please note that herbs and other OTC items are not deductable)

TAX TIP!

If you use the same pharmacist all the time, ask them for a detailed report on your annual expenses, it will save you lots of work and money!

Please estimate the total amount spent on medical expenses in the tax year (we may require receipts for these expenses)

Do you or a family member suffer from a long term impairment that is expected to last more then 12 months? This includes type 1 Diabetes, ADD, & ADHD?

Self

Spouse

Dependant Children

None

Does that person already have Disability Tax Credit Approval?

Yes

Unsure

Did you or familly member assist in providing care to an extended member of your family?

Parents

Grandparents

Siblings

Niece / Nephew

Aunt / Uncle

None

If one of these 5 Does that person live in a nursing home or hospital?

Yes

Unsure

Do they Qualify for Homecare?

Yes

Unsure

Have you been designated as their Primary Care Giver?

Yes

Unsure

Have you applied for the Canada Dental Benefits Program?

For More information please visit

https://www.canada.ca/en/revenue-agency/services/child-family-benefits/dental-benefit.html

Have you applied for the Canada Dental Benefits Program?

Yes

Housing

Do you Rent or Own your residence?

Did you open an FHSA (First Home Savings Account) in 2023?

Yes

Rent: Please provide the total rent amounts and number of months for each residence you rented (this can only be claimed by one person per month)

Address

Please complete the following

Address of Rental

Months Rented

Monthly Rent

Did you have roomates

Who is claiming the rent credit?

Did you sell any of

Home

Cottage

Vacation Home

US or Foreign Property

None

Did you purchase any of

Home

Cottage

Vacation Home

US or Foreign Property

None

Do you Own any Residential Properties other than your principal residence?

Yes

If you moved in the tax year, did you move more than 40KM closer to your work or school

Yes

Education

Did you attend post-secondary education?

Myself

Spouse

Dependant Children

Did you payback Student Loans?

Myself

Spouse

Occupation

Are you a volounteer firefighter or part of search and rescue?

Myself

Spouse

Are you a Small Business Owner or have any self employment income

Myself

Spouse

Do you have any Employment expenses in excess of $1,500

Myself

Spouse

Are you a truck driver and eligible to claim meals and lodging?

Myself

Spouse

Are you a trades person enrolled in an Apprentice or mechanical program?

Myself

Spouse

Wrap-up

How would you like your tax return review conducted

How would like to sign for your completed tax return

How would like us to provide the copy of the completed tax return

Do you have Direct Deposit setup wiht the CRA for automatically receivng any tax benefits or returns

Yes

Would you like us to set that up for you?

Yes

Please complete the following information or attached a void cheque

Branch

Bank

Account

How would you like to submit your Tax Information

I am attaching it to this

I will drop it off

I will email it to forms@obstax.com

Upload Attachments

Drop files here or

Accepted file types: png, jpg, webp, svg, gif, avif, tiff, heic, heif, jpeg, Max. file size: 128 MB.

Address

Email

Ask a Question

File Your Taxes Virtually

Personal Information

Physical Address

Rural Mailing Address

Common-law partner

A person you are living with in a conjugal relationship, but are not married to, and one of the following situations apply.

New Address

Children 1

Children 2

Children 3

Children 4

Children 5

Basic Filing Information

What is Foreign Property?

Specified foreign property is defined in the Income Tax Act and includes:

Specified foreign property does not include:

Why are you asking this?

On Dec 15, 2023 the Government passed Bill C32 which includes expanded reporting for bare Trusts.

Failure to file penalties can exceed $5,000 per year.

What is a bare trust?

Health

TAX TIP!

Send us your receipts

TAX TIP!

For More information please visit

Housing

Education

Occupation

Wrap-up

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Contact

Summer Hours

Address