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.

Individual Information Form for Tax Filing & Accounting

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

"*" indicates required fields

Step 1 of 3

33%

Existing Client?*

I’m a new client

I’m a returning client

How Did You Hear About Us?*

Any Update on Personal Info*

Need to update Personal Info

No update required

If yes, specify here*

First Time Filing*

This is my first time filing taxes

I’ve filed taxes before

If Yes, Date of Entry*

YYYY slash MM slash DD

Information Section

Tax Filing Year*

Select who this filing is for*

This filing is for myself

And my spouse/Partner

And my dependent(s)

First Name*

Last Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

Marital Status*

Social Insurance Number*

Phone*

Email*

Address*

Street Address City Province Postal Code

Spouse Information Section

Spouse/partner Name*

First Last

Gender*

Date of Birth*

YYYY slash MM slash DD

Phone

Email*

SIN*

First Time Filing(2)*

first time filing taxes

I’ve filed taxes before

Date of Entry to Canada

YYYY slash MM slash DD

Is Your Spouse/Partner Living at the Same Address?*

we live at the same address

we live at different addresses

Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Dependeds Information Section

First Depended Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

SIN*

Do You Have Second Dependent?*

I have morre dependents

I don’t have more dependents

Second Depended Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

SIN*

Do You Have third Dependent?*

I have more dependents

I don’t have more dependents

Third Depended Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

SIN*

Income Section

Did you have income from any of the following sources?*

Employment Income (T4)

Self-Employment Income (T2125)

Rental Income

Investment Income (T5, Capital Gains, Dividends)

Pension/Retirement Income (T4A, T4RSP)

Employment Insurance (EI) Benefits (T4E)

Social Assistance (T5007)

Government Benefits (CPP/OAS)

Foreign Income

Other

No income for this family member

Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Total Gross Rents

Additional rental income*

More rental income

Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Total Gross Rents*

Professional fees

Repairs & maintenance

Advertising

Property taxes

Insurance

Utilities

Interest & bank charge

Total amount of Foreign Income*

Type of foreign income*

Country the income came from*

If you selected "Other", please specify*

Did your spouse/partner receive income from any of the following sources?*

Employment Income (T4)

Self-Employment Income (T2125)

Rental Income

Investment Income (T5, Capital Gains, Dividends)

Pension/Retirement Income (T4A, T4RSP)

Employment Insurance (EI) Benefits (T4E)

Social Assistance (T5007)

Government Benefits (CPP/OAS)

Foreign Income

Other

No income for this family member

Country the income came from*

Total amount of Foreign Income*

Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Total Gross Rents*

If you selected "Other", please specify*

Did your dependent(s) receive income?*

Yes

If you selected "Other", please specify

Deductions Section (on receipt)

For each checkbox you select, upload the corresponding documents at the end of the form to support the information provided.

Property Taxes or Rent paid

Total amount (1jan to 31dec)

Please indicate any deductions that apply to family member(s)*

RRSP Contributions

FHSA Contributions

Interest on Student Loan

Childcare Expenses

Moving Expenses (for work or school)

Spousal or Child Support Payments Made

Employment Expenses (with T2200)

Other

I/we have nothing to report here

If you selected "Other", please specify

Tax Credits Section (on receipt)

For each checkbox you select, upload the corresponding documents at the end of the form to support the information provided.

Please indicate any tax credits that apply to family members*

Tuition fees (T2202)

Medical expenses

Charitable donations

Disability Tax Credit

First-time home buyer

Other

I/we have nothing to report here

If Selected Medical Expenses (per name + total amount)

Please specify

Additional Comments or Special Requests

Do You Have Additional Comments?*

I/We Have Additional Comments

I/We Don't Have Additional Comments

Additional Comments or Special Requests*

Upload all documents for Tax Filing (Ensure they are clear, complete, legible)

We cannot proceed with your tax return if all required documents are not received. Incomplete submissions will not be accepted

Document Submission for Tax Filing (Ensure they are clear, complete, legible)*

Drop files here or

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

Submit Documents*

Submitted Family member(s) ID Card(s)

Submitted Income Documentation(s)

Submitted Deductions and Credits

Submitted Additional Tax Documents

Consent*

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

Consent*

I consent to the preparation and filing of my tax return with the CRA by Booboo Accounting Services*

By submitting my personal documents to Booboo Accounting Services, I authorize Booboo Accounting to prepare and file my tax return (T1) with the Canada Revenue Agency (CRA) on my behalf. I confirm that all the information provided is accurate, complete, and authorized for submission to the CRA.
I understand that Booboo Accounting Services will file my tax return using the documents I have provided and will act on my behalf in this process. I also acknowledge that I am responsible for ensuring the accuracy of the information submitted, and that I am aware of any potential penalties or repercussions resulting from false or incomplete information.
I consent to the filing of my tax return (T1) as described above.

Self-Employment Information Form for Tax Filing & Accounting

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

"*" indicates required fields

Step 1 of 4

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Are You New Client?*

I’m a new client

I’m a returning client

How Did You Hear About Us?*

First Time Filing*

This is my first time filing taxes

I’ve filed taxes before

Date of Entry to Canada*

YYYY slash MM slash DD

Your Information

Please select who this filing is for:*

This filing is for myself

And my spouse/Partner

And my dependent(s)

Tax Filing Year*

First Name*

Last Name*

Gender*

Marital Status*

Date of Birth*

YYYY slash MM slash DD

SIN*

Phone*

Email*

Home Address*

Street Address City Province Postal Code

Spouse/Partner Information

First Name*

Last Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

SIN*

Phone*

Email*

Do you live together?*

Live at the same address

At different addresses

Spouse/partner Address*

Street Address City State / Province / Region ZIP / Postal Code Country

First Time Filing(2)*

first time filing taxes

filed taxes before

Date of Entry to Canada*

YYYY slash MM slash DD

Depended(s) Information

First Name*

Last Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

SIN*

Do you have more depended(s)?*

I/we have more depended(s)

I/we don't have more depended(s)

First Name*

Last Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

SIN*

Do you have more depended?*

I/we have more depended

I/we don't have more depended(s)

First Name*

Gender*

Date of Birth*

YYYY slash MM slash DD

SIN*

Business Information

Business Name

Describe your main business activity*

GST/HST Number

Business address*

same address as my home

At different addresses

Business Address*

Street Address City Province Postal Code

Business Income

Total business income*

including GST/HST

How was this income received?*

Bank transfers

E-transfers

Cash

Cheques

Other

What type of income did you earn?*

Rideshare / Delivery (e.g., Uber, DoorDash)

Services (e.g., cleaning, construction)

Sales of goods or products

Online Business (e.g., Etsy, Amazon)

Other

Did you have income from any of the following sources?*

Employment Income (T4)

EI Benefits (T4E)

Rental Income

Foreign Income

CPP / OAS / GIS

Pension / RRSP Withdrawals (T4A, T4RSP)

Social Assistance / ODSP / WSIB (T5007)

Investment Income (T5, Capital Gains)

Scholarships or Bursaries

Other

No income for this family member(s)

Total amount of foreign income*

Type of foreign income*

Country the income came from*

Rental Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Total rental income*

Other*

Did your spouse/partner receive income from any of the following sources?*

Employment Income (T4)

EI Benefits (T4E)

Rental Income

Foreign Income

CPP / OAS / GIS

Pension / RRSP Withdrawals (T4A, T4RSP)

Social Assistance / ODSP / WSIB (T5007)

Investment Income (T5, Capital Gains)

Scholarships or Bursaries

Other

No income for this family member(s)

Total amount of foreign income*

Type of foreign income*

Country the income came from*

Rental Address*

Street Address City State / Province / Region ZIP / Postal Code Country

Total rental income*

Other*

Did your dependent(s) receive income?*

Yes

Other*

Cost Of Goods Sold

This section applies if your business involves selling physical products, either as a retailer, wholesaler or manufacturer.

Opening inventory of material

Purchase of materials

Closing inventory of materials

Direct wage costs

Packaging/shipping materials

Delivery/shipping fees

Storage/warehouse rental

Online platform fees

Business Expenses (if applicable)

This section should only be filled out if the expenses are directly related to your business.

Supplies & Equipment

Advertising & Marketing

Professional fees

Training & Education

Travel Expenses

Meals & Entertainment

Rent/Mortgage Interest

Property Taxes

Interest & Bank Charges

Employee or Contractor

Insurance Premiums

Maintenance & Repairs

Office Internet

Business Phone

Office Uilities

Fees, licenses, dues

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

Vehicle Expenses (if applicable)

This section applies if your business requires you to use a vehicle for work (e.g., delivery, field services, rideshare, transportation)

Make, model, year

How is your vehicle acquired?

Date

YYYY slash MM slash DD

Total kms you drove

Kms driven for business

Interest Charges

vehicle insurance

Fuel

Maintenance & repairs

License & registration

Parking & tolls

Other vehicle expenses

Use Of Homes Expenses (if applicable)

This section applies if you work from home, including freelancers, consultants, online businesses and remote employees.

Total Square footage

Square footage

total area utility

insurance

Repairs & Maintenances

cleaning, landscaping, supply

Mortgage interest

Property taxes

Additional expenses

Deduction and Tax Credits Section

Please indicate any deductions that apply to family member(s) for*

RRSP Contributions

FHSA Contributions

Interest on Student Loan

Childcare Expenses

Moving Expenses (for work or school)

Spousal or Child Support Payments Made

Employment Expenses (with T2200)

Other

I/we have nothing to report here

Property Taxes or Rent paid

Please indicate any tax credits that apply to family members for*

Tuition fees (T2202)

Medical expenses

Charitable donations

Disability Tax Credit

First-time home buyer

Other

I/we have nothing to report here

Additional requests or comments

Do You have Additional requests or comments*

I/We have Additional requests or comments

I/We don't have Additional requests or comments

Additional requests or comments*

Upload all documents (Ensure they are clear, complete, legible)

We cannot proceed with your tax return if all required documents are not received. Incomplete submissions will not be accepted.

Document Submission for Tax Filing (Ensure they are clear, complete, legible)*

Drop files here or

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

Submit Documents*

Submitted individual(s) ID Card(s)

Submitted Income Documents

Submitted Business Expenses

Submitted Vehicle agreement

Submitted other Documents

Consent*

By submitting this claim, I confirm that all expenses claimed are legitimate & supported by valid receipts, invoices or other appropriate documentation*

Consent*

I consent to the preparation & filing of my self-employment tax return with the CRA by Booboo Accounting Services*

By submitting my self-employment documents , I authorize Booboo Accounting Services to prepare and file my self-employment tax return with the CRA on my behalf. This includes the reporting of my self-employment income, deductions and other relevant financial information.
I confirm that all information provided, including income and expenses related to my self-employment activities, is accurate, complete and authorized for submission to the CRA. I understand that I am responsible for ensuring that the information I submit is truthful and that I may be subject to penalties if any information is inaccurate or incomplete.
I acknowledge that Booboo Accounting will file my tax return using the documents and information provided and will act on my behalf during the filing process. I consent to the collection, use and storage of my personal & business information for the purpose of preparing and filing my tax return.
I understand that by submitting my documents, I am granting Booboo Accounting permission to file my tax return with the CRA and that this consent is provided for the purpose of completing my tax filing for this year.

Corporation Information Form for Tax Filing and Accounting Services

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How Did You Hear About Us?(Required)

Tax Filing Year(Required)

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 Postal Code

Mailing Address

Contact Name(Required)

Business Phone(Required)

Email Address(Required)

Bank Accounts & Loans

Balance at Year-End(Required)

Opening Balance(Required)

Other Account

Other Bank Accounts

Business Credit Card

Line of Credit Statements

Income Statement

Total Revenue(Required)

GST/HST

Inclusive

Exclusive

Select All Types of Income Your Corporation Received This Year(Required)

Sales / Service Revenue

Rental Income

Investment Income (interest, dividends)

Government Grants or Subsidies

Consulting or Contract Work

Foreign Income (earned outside Canada)

Royalties or Licensing Income

Capital Gains

Other

No Income

If "Other" is selected

Operating Expense (if applicable)

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, I 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 (if applicable)

Tangible Asset 1

Asset Value

Tangible Asset 2

Asset Value

Intangible Asset 1

Asset Value

Intangible Asset 2

Asset Value

Sold/disposed tangible assets

Name of Asset & Amount

Bought/Sold intangible assets

Asset

Bought/Sold any investment

Investment 1

Investment 2

balance of cash & receivables

If you have more assets, please list them here

Liabilities (if applicable)

Accounts Payable

Loans Payable

Credit Lines

Taxes Payable

Accrued Expenses

Shareholder Equity

Long-Term Debt

Shareholder Information (if applicable)

Shareholder Name

SIN / Business Number

percentage

Dividends Paid

Shareholder Name

SIN / Business Number

percentage

Dividends Paid

Shareholder Name

SIN / Business Number

percentage

Dividends Paid

Additional Comments or Special Requests(Required)

Upload all documents related to your business income & expenses

We cannot proceed with your tax return if all required documents are not received. Incomplete submissions will not be accepted.

Submit Documents(Required)

Financial Statements

Bank Statements

General Ledger

Supporting Documents

Document Submission for Tax Filing (Ensure they are clear, complete, legible)(Required)

Drop files here or

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

Consent(Required)

I consent to the preparation and filing of my T2 Corporate Tax Return with the CRA by Booboo Accounting Services.(Required)

By submitting my corporate documents, I authorize Booboo Accounting Services to prepare and file the T2 Corporate Tax Return on behalf of my corporation with the Canada Revenue Agency (CRA). This includes reporting the corporation's income, deductions and other relevant financial information in compliance with applicable tax laws.
I confirm that all information provided, including corporate income, expenses, and other related financial data, is accurate, complete, and authorized for submission to the CRA. I understand that it is my responsibility to ensure the information I provide is truthful, and I acknowledge that any inaccuracies or omissions may result in penalties or fines by the CRA.
I consent to the collection, use, and storage of my corporation's personal and financial information for the purpose of preparing and filing the T2 tax return. I also acknowledge that by submitting my corporate documents, I grant Booboo Accounting Services permission to file the T2 Corporate Tax Return with the CRA on behalf of my corporation.
I understand that Booboo Accounting Services will file the T2 return using the documents and information provided, and I consent to their actions in completing this filing.

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.

Step 1 of 4

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How Did You Hear About Us(Required)

Business Registration Information

First Name(Required)

Last Name(Required)

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.

Step 1 of 2

50%

How Did You Hear About Us(Required)

Business Information

First Name(Required)

Last Name(Required)

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)

Payroll Service Inquiry Form

Please fill out the form below to get started with our payroll services. Whether you're a small business or a growing enterprise, we’ll customize a solution tailored to your needs. From calculating taxes and deductions to managing employee payments, we're here to streamline your payroll process. Once you submit the form, one of our experts will reach out to provide a personalized quote based on your requirements.

Step 1 of 2

50%

How Did You Hear About Us?(Required)

Business Information

Name(Required)

First Last

Phone(Required)

Email(Required)

Business Name(Required)

Business Number (BN)(Required)

Address(Required)

Street Address City Province Postal Code

Employee Information

Number of Employees(Required)

Pay Frequency(Required)

Employee Types(Required)

Full-time

Part-time

Contractors

Payment Method(Required)

Direct Deposit

Cheques

Other

Employee Positions(Required)

Taxes & Deductions(Required)

Federal/Provincial Tax

CPP

Other Deductions

Overtime Calculation(Required)

Yes

Bonuses/Commissions(Required)

Yes

Vacation/Sick Pay(Required)

Yes

Additional Services

Corporate Minute Book Information Form

Please provide the necessary information to assist in the preparation and maintenance of your corporation's minute book. This form will help ensure all required documents are in place for legal and regulatory compliance.

Step 1 of 4

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How Did You Hear About Us?(Required)

Contact Name(Required)

Phone(Required)

Email(Required)

Organization Details Section

Organization Name(Required)

Corporate Structure(Required)

Business Number(Required)

Date of Incorporation

YYYY slash MM slash DD

Registered Office Address(Required)

Street Address City Province Postal Code

Meeting Details Section

Meeting Date(Required)

YYYY slash MM slash DD

Type of Meeting(Required)

Purpose of Meeting(Required)

Directors and Shareholders Section

Director name

Position/Role

Directors Name

Position/Role

Directors Name

Position/Role

Directors Name

Position/Role

Shareholder Name

Address

Shareholder Name

Address

Shareholder Name

Address

Resolutions or Decisions Made Section

List of Resolutions Passed:

Signatures and Corporate Records

Who will sign the Minute Book?

Do you require a certified copy of the Minute Book?

Yes

Do you need updates to the Articles of Incorporation?

Yes

Do you need updates to the Shareholder Agreements?

Yes

Do you require other corporate filings

Yes

Additional Instructions or Special Requests(Required)

Confirmation of Information Accuracy(Required)

I confirm that the information provided is accurate.

By submitting this form, you confirm that the information provided is accurate and true to the best of your knowledge. Please review your responses carefully before submitting.

Privacy and Confidentiality Agreement(Required)

I agree to the Privacy and Confidentiality Agreement.

Your information will be kept confidential and used solely for the purpose of creating the Minute Book. By submitting this form, you consent to the use of your data in accordance with our privacy policy.