Secure Tax Document Submission for Fast and Accurate Filing

Ensure a smooth tax filing experience by submitting your documents securely. Our platform offers a safe, efficient way to upload your tax forms, making sure everything is processed quickly and accurately. Get your taxes filed on time, with confidence.

Existing Client Information

Update or provide additional information for your existing file with BooBoo Accounting. Submit necessary documents securely to assist with your tax filing and accounting services.

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Basic Inoformation

Name(Required)

First Last

Phone(Required)

Email(Required)

Tax Filing For(Required)

Single

Family

on Personal Information

Any Updates(Required)

Yes

on Personal Information

If Yes, Please Specify Below

Income Section

Any income(Required)

Yes

Income

Employment

Self-Employment

Investment

Pension income(Required)

Yes

Include from government

Government Benefits

Child Benefit

Other

Rental income(Required)

Yes

Other source of income

Deductions Section

should be on receipt

Investment Account

RRSP

TFSA

FHSA

Property Taxes or Rent

Total amount

Childcare expenses

e.g., Daycare, Day camps

Tuition Fees

Student Loan

Union/Professional Dues

fees or memberships paid

Medical Expenses - for each individual with amount

Expenses exceeding 3% of your taxable income

Moving Expenses

Total amount

Tax Credits Break

Charitable Donations

gift of money, property

Disability Tax Credit

Yes

Buyers’ Tax Credit

Yes

Capital Gains / Losses

Yes

Other Deductions or Credits

Upload Documents

Additional Comments or Special Requests(Required)

Submit Documents(Required)

Income Documentation

Deductions and Credits

Additional Tax Documents

Upload All Slips and Documents(Required)

Drop files here or

Max. file size: 20 MB, Max. files: 15.

Please upload all income documents and any supporting documents for the claims you are making.

Consent(Required)

Consent for Document Submission

By submitting my documents to Booboo Accounting, I consent to the collection, use, and storage of my personal information for the purpose of preparing and filing my tax return (T1) with the Canada Revenue Agency (CRA). I confirm that the documents provided are accurate, complete, and authorized for submission

Individual Information Form for Tax Filing and Accounting Services

Please provide the necessary details below to help us accurately process your tax filing and accounting needs. This information will be used solely for the purpose of assisting with your taxes and financial management

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How Did You Hear About Us?(Required)

Personal Information Section

Tax Filing For(Required)

Single

Family

Name(Required)

First Last

Gender(Required)

Date of Birth(Required)

YYYY slash MM slash DD

Marital Status(Required)

First Time Filing(Required)

Yes

If Yes, Date of Entry

YYYY slash MM slash DD

Address(Required)

Street Address City Province Postal Code

Phone(Required)

Email(Required)

SIN(Required)

Spouse Information Section

Spouse Name

First Last

Gender

Spouse Date of Birth

YYYY slash MM slash DD

Phone

SIN

Date of Entry to Canada

YYYY slash MM slash DD

Spouse Address

Children Information Section

First Depended Name

Gender

Date of Birth

YYYY slash MM slash DD

SIN

Second Depended Name

Gender

Date of Birth

YYYY slash MM slash DD

SIN

Third Depended Name

Gender

Date of Birth

YYYY slash MM slash DD

SIN

Income Section

Any income(Required)

Yes

Income

Employment

Self-Employment

Investment

Government Benefits

Child Benefit

Other

pension income(Required)

Yes

Rental Income(Required)

Yes

Other Deductions or Credits

Rental Income Information

Rental Address

Total Gross Rents

Professional fees

Repairs & maintenance

Advertising

Interest & bank charge

Property taxes

Insurance

Utilities

More Rental Income

Yes

Deductions Section

Contributions

RRSP

TFSA

FHSA

Property Taxes or Rent

Total amount

Childcare expenses

On receipt

Tuition Fees

Student Loan

Union/Professional

fees or memberships paid

Medical Expenses - for each individual with amount

Moving Expenses

Minimum 40 kilometers

Tax Credits Section

Charitable Donations

Gift of money, property

Disability Tax Credit

Yes

Home Buyer Tax Credit

Yes

Capital Gains / Losses

Yes

Other Deductions or Credits

Consent(Required)

By submitting this form, you confirm that all deductions & Tax Credits claimed are supported by valid receipts or documentation.(Required)

Upload Section

Additional Comments or Special Requests(Required)

Submit Documents(Required)

Personal Identification

Income Documentation

Deductions and Credits

Additional Tax Documents

Document Submission for Tax Filing(Required)

Drop files here or

Max. file size: 20 MB, Max. files: 20.

Please upload the necessary documents for your tax return. Ensure they are clear, complete, and legible.

Consent(Required)

Consent for Document Submission(Required)

Self-Employment Information Form for Tax Filing and Accounting Services

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How Did You Hear About Us?(Required)

Business Information

Are You New Client?(Required)

Yes

If Yes,Please Confirm:

I’ve Submitted my individual form

Tax Filing For(Required)

Single

Family

Name(Required)

First Last

Phone(Required)

Email(Required)

Business Name(Required)

Business Structure

Business Number

Business Activities(Required)

GST/HST Number

Business Address(Required)

Street Address City Postal Code

Business Income

Total business income(Required)

Sales, commissions

GST/HST collected

Other Sources of Income(Required)

Yes

If yes, Please Specify All Other Sources of Income

Cost Of Goods Sold

Opening inventory of material

if applicable on Jan 1

Purchase of materials

if applicable

Closing inventory of materials

if applicable on Dec 31

Direct wage costs

if applicable

Additional Information

Business Expenses

Office Supplies & Equipment

Advertising & Marketing

Professional fees

Training & Education

Business Travel Expenses

Meals & Entertainment

Rent or Mortgage Interest

Property Taxes

Interest & Bank Charges

Employee or Contractor

Insurance Premiums

Maintenance & Repairs

Office Internet

Business Phone

Office Uilities

Business fees, licenses, dues

Please list any other business-related expenses that do not fall under the categories above

Consent(Required)

By submitting this claim, you confirm that all expenses claimed are legitimate and supported by valid receipts, invoices or other appropriate documentation.(Required)

Business Vehicle Expenses

Make, model, year

Date

MM slash DD slash YYYY

purchased or leased

Original cost of vehicle

if leased

How many kms did you drive

in total

Kms driven for business

in total

% of business mileage

business kms divided by total kms

Interest Charges

financing vehicle

Leasing cost

leasing vehicle

vehicle insurance

on receipt

Fuel and oil

on receipt

License & registration costs

on receipt

Maintenance & repairs

on receipt

Parking fees

during business activity

Supplementary

additional vehicle costs

Additional Information about Vehicle expenses

Business Use Of Homes Expenses

Square footage

Total Square footage

% used for business

Heating

Electricity

Water

insurance

Repairs & Maintenances

Mortgage interest

Property taxes

cleaning, landscaping, supply

Submit Documents(Required)

Income Documents

Business Expenses

Tax Documents

Corporation Information Form for Tax Filing and Accounting Services

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Corporation Information

Corporation’s legal name(Required)

Corporation Type(Required)

Business activities(Required)

Business Number(Required)

Jurisdiction of Incorporation

Date of Incorporation

YYYY slash MM slash DD

Fiscal Year End Date

YYYY slash MM slash DD

Corporation’s Address(Required)

Street Address City and Province Postal Code

Mailing Address

Full Address

Contact Name(Required)

Full Name

Business Phone(Required)

Contact Number

Email Address(Required)

Income Statement

Total Revenue(Required)

Total amount of income

GST/HST(Required)

Inclusive

Exclusive

Commissions

Service or commissions

GST/HST

Inclusive

Exclusive

Investment Income

Interest or dividend income

GST/HST

Inclusive

Exclusive

Rental Income

Renting out business property

GST/HST

Inclusive

Exclusive

Non-Operating Income

Capital Gains

Foreign Income

Business-Specific Income

Revenue from Services

Revenue from Products

Dividend Income

Yes

Government grants

Yes

Interest income

Yes

Royalties

Yes

GST/HST collected

Report GST/HST collected from customers

Other Sources of Income

Operating Expense

Rent

Utilities

Salaries & wages

Employee Benefits

Supplies & Equipment

Phone

Internet

Insurance

Advertising & Marketing

Professional fees

Food & catering

Business Travel

Vehicle expenses

Fuel

Interest & bank charges

Repairs & Maintenance

If you have more Expenses, please list them here

Consent(Required)

By submitting this claim, you confirm that all expenses claimed are legitimate and supported by valid receipts, invoices or other appropriate documentation. You understand that failure to provide such documentation upon request may result in disallowance of these claims.(Required)

Assets

Tangible Asset 1

Equipment, Vehicles, Property

Asset Value

If Yes, please enter amount

Tangible Asset 2

Equipment, Vehicles, Property

Asset Value

If Yes, please enter amount

Intangible Asset 1

patents, trademarks, goodwill

Asset Value

If Yes, please enter amount

Intangible Asset 2

patents, trademarks, goodwill

Asset Value

If Yes, please enter amount

Sold/disposed tangible assets

Equipment, Vehicles, Property

Name of Asset & Amount

If yes, Provide details

Bought/Sold intangible assets

Equipment, Vehicles, Property

Asset

If Yes, provide their value

Bought/Sold any investment

stocks, bonds, etc.

Investment 1

If Yes, provide their value

Investment 2

If Yes, provide their value

balance of cash & receivables

Money owed by customers

If you have more assets, please list them here

Liabilities

Accounts Payable

Total money owed

Loans Payable

total amount owed

Credit Lines

provide the total balance

Taxes Payable

Total taxes owed

Accrued Expenses

Shareholder Equity

Long-Term Debt

Other Liabilities

Shareholder Information

Shareholder Name

SIN / Business Number

percentage

Dividends Paid

Shareholder Name

SIN / Business Number

percentage

Dividends Paid

Shareholder Name

SIN / Business Number

percentage

Dividends Paid

Bank Accounts & Loans

Balance at Year-End(Required)

Balance at the end of year

Opening Balance(Required)

Balance at Beginning of year

Untitled

Other Bank Accounts

Business Credit Card

Line of Credit Statements

Upload Documents

Additional Comments or Special Requests(Required)

Upload Necessary Documents & Bank Statements(Required)

Drop files here or

Max. file size: 30 MB, Max. files: 30.

provide the bank statements & Documents for the fiscal year

Consent(Required)

Consent for Electronic Filing(Required)

By submitting this form, I consent to Booboo Accounting collecting, using, and storing our corporation’s information for the purpose of preparing and electronically filing our corporate tax return (T2) with the Canada Revenue Agency (CRA). I confirm that the information provided is accurate and complete to the best of my knowledge.

Business Registration Information

Please provide the required details for your business registration. This information will help us assist with your registration process and ensure your business is properly set up.

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How Did You Hear About Us(Required)

Business Registration Information

Name(Required)

First Last

Phone(Required)

Email(Required)

Yes

If Yes, Please Specify

Business Structures(Required)

Type of Registration(Required)

Business Activity/Industry(Required)

Ownership Structure

Preferred Date of Registration

YYYY slash MM slash DD

Business Address(Required)

Street Address City Province Postal Code

Director Information (For Corporations)

Name of First Director(Required)

First Last

Date of Birth(Required)

YYYY slash MM slash DD

SIN

Full Address(Required)

positions of director

Name of Second Director

First Last

Date of Birth

YYYY slash MM slash DD

SIN

Full Address

positions of director

Name of Third Director

First Last

Date of Birth

YYYY slash MM slash DD

SIN

Full Address

positions of director

Shareholder Information (For Corporations)

Name of First Shareholder(Required)

First Last

Date of Birth(Required)

YYYY slash MM slash DD

SIN

Full Address(Required)

Number of Share

Name of Second Shareholder

First Last

Date of Birth

YYYY slash MM slash DD

SIN

Full Address

Number of Share

Name of Third Shareholder

First Last

Date of Birth

YYYY slash MM slash DD

SIN

Full Address

Number of Share

Registered Office Address

Mailing Address

Business Number (BN)

If you have it

Need to register for GST/HST(Required)

Yes

incorporate your business?(Required)

Yes

How many employees?

Additional Services

Bookkeeping

Tax Filing

Legal Assistance

Additional Information(Required)

Your Bookkeeping Service Quote Request

We understand that every business has unique bookkeeping requirements. Based on your responses, we will carefully evaluate your needs and get back to you with a tailored price and service plan.

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How Did You Hear About Us(Required)

Business Information

Name(Required)

First Last

Phone(Required)

Email(Required)

Business Name(Required)

Business Type(Required)

Industry/Type of Work(Required)

If your industry/type of work is not listed, please provide a description.

Business Address

Street Address City Province Postal Code

Financial/Bookkeeping Information

Number of Transactions(Required)

Bank Accounts to Reconciled(Required)

Credit Cards Do You Use(Required)

Number of Employees(Required)

Monthly expenses amount?(Required)

Which services do you need?(Required)

Currently Have a Bookkeeper(Required)

Yes

Need Payroll Services?(Required)

Yes

Need Tax Preparation Services?(Required)

Yes

Monthly Bookkeeping Budget(Required)

Preferred Method of Contact(Required)

Best Time to Contact You(Required)

Any specific concerns or details you’d like to share?

Consent(Required)

I agree to the terms and conditions of the bookkeeping services.(Required)