First Name

Last Name

Phone/Mobile

What office would you like your return filed with?

Do you have a spouse?

Yes

First Name

Last Name

Phone/Mobile

Any children born or adopted in the year?

Yes

Child's Information (use '+' to add additional children)

Child's Name	Date of Birth

If you have a child enrolled in any post-secondary education, do they consent to transferring tuition credits to their parent or guardian?

Yes

N/A

If yes, we require the student to sign the T2202 (tuition form)

Do you, your spouse and/or your child suffer from a disability that limited day-to-day activities? (vision, mobility, hearing, speaking, feeding) [Form can be signed by doctor or nurse practitioner]

Yes

Are you supporting a senior or adult child living with a disability, or living in your home?

Yes

Did you perform any accessibility renovations on your home in the year?

Yes

Did you perform any renovations in the year to create a secondary housing unit?

Yes

If advantageous, would you like us to split your eligible pension income?

Yes

N/A

Are you a Canadian Citizen?

Yes

If yes, do you consent to CRA providing your name and address to Elections Canada?

Yes

Do you want to receive information from the Ontario government related to organ donation?

Yes

If no, what is your residency status?

Are you a US Citizen?

Yes

Did you hold any Foreign Property at any time during the year with a total cost greater than $100,000 CDN? (this includes any non-personal use real estate (e.g. rental property), deposits in foreign bank accounts, foreign securities in investment accounts, etc.)

Yes

Do you receive foreign income other than investment income reported on a T5 or T3?

Yes

If yes, details:

Are there any additional family members you wish to file with this return?

Yes

Family Members (use '+' to add additional family members)

First Name	Include any information if it differs from yours.

How would you like your tax return delivered to you?

In Person: Condensed Return (paper copy)

By Portal: Full Return (digital copy only)

Other Comments

Are you an existing business or farm client? (i.e. Corporate, sole-proprietorship, or partnership)

Yes

Minimum Fees

Going forward, our firm will be implementing minimum preparation fees in the following manner:

	Under 65	Over 65
Single	$350.00	$250.00
Couple	$475.00	$350.00

For each child, there will be a minimum extra $95 charge.

These rates are assuming that each tax filer has less than 10 tax slips each and that no tax filer has self-employment or rental income.

Where such situations exist that do not meet these requirements (i.e. slips in excess of 10 per filer, self-employment or rental income), fees will be reflective of the time requirement to prepare tax filing.

Please note, these are only minimum fees. In situations where the requirements are met, if the time required to prepare the tax filings is in excess of the minimum amount stated, the fee will be reflective of the actual time required to prepare the tax filing.

Do you acknowledge that you understand and accept the minimum fees?

Personal Tax Return Engagement

It is desirable to have a clear understanding of the terms of our engagement for 2022 and subsequent years, as preparers of your personal tax return(s) and the returns of your immediate family (if applicable). It is understood and agreed that you have provided us with accurate and complete information necessary to compile such tax return(s). We will prepare your personal tax return(s) using the information provided by you. We will not audit, review or otherwise attempt to verify the accuracy or completeness of any information provided. The responsibility remains with you. Your personal tax return(s) will be stamped with the following communication: Prepared without audit from information supplied by the taxpayer. This communication will appear with the name Thompson Goossens Accountants LLP as your personal tax return preparers. We will assist you in providing additional information or explanations related to our preparation of your personal tax return(s) should any taxation authorities subsequently request it. We wish to emphasize that this engagement cannot be relied on to prevent or detect errors or other irregularities in the information provided to us. Our professional fees will be based upon time required for each engagement at our standard rates and are due upon reception of the invoice.

We are not responsible for late filing penalties related to new trust reporting requirements for Bare Trusts which is required to be filed by April 2, 2024. If you are part of a bare trust arrangement, you need to contact us or file your own T3 return.

All answers provided and agreement of the terms applies to your whole family (spouse/common-law partner and any dependents whose return is prepared together with yours).

I consent to the collection, use, disclosure and retention of my personal information for the purpose of preparing my income tax return by Thompson Goossens Accountants LLP (TGA). I recognize that TGA will keep my personal information secure from inappropriate disclosure or use and will not supply any of my personal information to other third parties without my consent, unless required to do so by law.

I agree with your understanding of the terms of your engagement as preparers of my personal tax return(s) as set out in this letter.

Signature

Sign Here

Date

Personal Income Tax Questionnaire

PERSONAL INCOME TAX QUESTIONNAIRE

Minimum Fees

Personal Tax Return Engagement

Delhi

Norwich

Tillsonburg

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