ADDITIONAL SERVICES*
Suitable for applicants with complex situations, such as self-employed persons, overseas income or landlords
More than one owner under the property + $30 / per additional owner
Work from Home T2200 + $50
The first property rental income + $50
Additional rental property + $35 / per property
HST filing fee per industry + $50 / per industry
Every type sale property + $100 / per property
Overseas assets over hundred thousand + $100
Overseas incomes + $50 / per type of income
Self-employment business per industry + $100 / per industry
Paper file submission + $10
Professional tax consulting services （30 min） + $85
Step 1. Prepare Your Documents
To begin with your tax return, please locate the necessary forms and fill them out. After we have evaluated all of the documentation, we will send you an invoice. If there are any documents that are missing, we will get in touch.
Self-employment includes Airbnb, Uber/Lyft, Uber Eats, real estate agency, RMT, rental, retail, wholesale, etc.
Income Related Documents
T3 (provided by bank or financial institution)
T4/ T4A/T5018 (provided by company or employer)
T5 (provided by bank or financial institution)
T5008 (provided by bank or financial institution)
T2202 (provided by school or educational organization)
📘 T2200 (provided by employer & download the form)
Foreign Income (provided by yourself)
T5013 (Partnership Income)
Deductible Expenses Documents
📘 Self-Employment Forms (download related forms)
Donation Receipts (provided by charity organizations)
📘House purchase and sale (provided by yourself)
Daycare Receipts (provided by Daycare organization)
ON, MB, BC 📘Rental Receipts (address, time, transfer record)
RRSP Receipts (provided by bank or financial institution)
Note: There is no restriction on the form version and style. You can use old or other third-party forms to submit information.
What does Ke Wang CPA offer?
At Ke Wang, we don’t just process the numbers thrown at our desk or desktop. Consistent with our aforementioned belief and motto, we insist on long-term planning and strive to optimize the finance for each of our clients. Keeping ourselves in the loop about the CRA’s latest changes and updates, our reachable team of qualified staff examine every facet to customize a cogent strategy that aims to both minimize the risk of audits and maximize your returns.
Who Needs to File Personal Income Tax?
Income tax does not discriminate. Whether you are self-employed or a stay-at-home parent; whether you are at the age of retirement or have only just embarked on a new career, all residents of Canada are required to file their annual income taxes to the CRA.
Am I a Resident for Tax Purpose?
You don’t need to be a Canadian citizen to be qualified as a resident of Canada. Anyone (age 18+) who lives in the Canadian territory for longer than 183 days during the tax year is considered a Canadian resident. In addition to the number of days you spend in Canada, the CRA also takes into account your residential ties to Canada when it comes to determining your residential status.
Significant residential ties to Canada include：
a home in Canada
a spouse or common-law partner in Canada
dependents in Canada
Secondary residential ties that may be relevant include:
personal property in Canada, such as a car or furniture
social ties in Canada, such as memberships in Canadian recreational or religious organizations
economic ties in Canada, such as Canadian bank accounts or credit cards
a Canadian driver’s license
a Canadian passport
health insurance with a Canadian province or territory
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Frequently Asked Questions
All the T-slips:
If you have filed a tax return before, please submit to us the T1 General form from the previous year.
All active and passive incomes, documented by such T-slips as T4/T4A, or T3/T5/T5008, need to be filed to the CRA; other incomes from stock trading, or any type of insurance, including EI, or any other pension plans such as OAS, must be included in your tax report with the corresponding T-slips; if you have bought RRSPs, kindly attach your contribution slips.
Real estate properties:
If you have any real estate property, please provide us with the property tax you paid in the previous tax year.
If you are a first time home buyer, please include the closing date and the address.
If you have sold your primary residence property, please provide us with the address of the property, the year of purchase, years of residence, sale price and your ownership percentage.
If you sold your investment property, please provide us with the address of the property, the year in which it was sold, price and cost of the purchase, and the FMV when the purpose of use was changed.
Rents:
If you rent your home, please submit to us the name of your landlord, your rental address, and the amount of your monthly rental.
Tuition and student’s loan:
If you have paid tuition fees to any recognized institution in Canada, please include in your submission the T2202A issued to you by the institution.
If you have incurred any student’s loan, please provide the receipts of the paid interests.
Receipts for :
childcare, if you have expenses on childcare
professional memberships, if you have paid any fees associated with professional memberships
donation, if you have made any contributions to recognized charities
unreimbursed expenses incurred for work
Foreign Incomes:
foreign properties. If you have held under your name any foreign property with a total value of more than CAD 100,000, please fill out T1135 form and contact us for more information.
foreign salary incomes, documented by pay stubs with tax statements
Change of marital status:
date of marriage or divorce
the amount of alimony and/or child support paid or received
separation or divorce agreement
Direct deposit information for refund:
3 digits of the (bank) institution
5 digits of the branch number
your account number
*Note: The final price is determined by the company's specific service needs
