Déposez !

SELF-QUOTE TOOL

Self-quote instructions:

Fill in the requested information to obtain a self-quote for our prices as of today.
Since our rates increase depending on the date the file is fully submitted, it is possible that the price may differ slightly at the time of filing if you do not promptly file your file after using the self-quote tool.
Prices are valid based on the answers you give, make sure you answer the questions correctly.

Little tips before you start:

Since our rates increase based on the date the file is fully filed, the earlier you file, the more you save.
You can start the form and come back to submit documents later, the data is automatically saved.
The payment is by credit card only, make sure you have it with you.

Tax year and type of returns

Tax return year to file *

2023

2022

2021

2020

2019

2018

2017

2016

2015

2014

2013

2012

2011

2010

Several years to submit?

The feature is under development.

For the moment, you can redo this form several times in a row (year by year).

Most of the data will already be prepopulated.

Which declarations would you like to file today? *

Canadian tax return

American tax return

Identification

Did EFFISCA file your preceding CANADIAN tax return? *

Yes

Please note: if you use this platform several times, many answers will already be pre-filled with data from the previous year.
Be sure to double check if this information is still valid.

You will have the CANADIAN loyal client discount next year!

Did EFFISCA file your preceding USA tax return? *

Yes

Please note: if you use this platform several times, many answers will already be pre-filled with data from the previous year.
Be sure to double check if this information is still valid.

You will have the US loyal client discount next year!

How did you hear about Effisca? *

Internet search (eg. : Google)

Word of mouth

I was an Impôts Ici ! client

I am already an Effisca client

Received publicity

LinkedIn ad

Bark.com ad

Other (specify)

Specify *

Requestor

Gender *

Male

Female

First name *

Last name *

Date of birth *

What is your preferred language for our communications with you and the government?
Note that you can complete the form in both languages despite this preference. *

Français

English

Personal information - Canada

Do you have a social insurance number (SIN)? *

Yes

Social insurance number *

Personal information - U.S.

Do you have a U.S. SSN (Social Security Number) or a ITIN (International Taxpayer Identification Number) ? *

Yes

U.S. SSN or ITIN for non-residents *

Occupation *

Contact information

Address *

Apartment

City *

Country *

Province *

State *

ZIP *

Has your address changed since your last income tax return? *

Yes

If new address, specify the moving date *

Phone (day) *

Phone (night)

Emergency contact

Name and Surname of the contact *

Relationship *

Phone or email *

Partner offers

Would you like to receive promotional mortgage offers from our partners? *

Yes

My mortgage renewal date is : *

I would like to get a complimentary financial consultation (service paid for by Effisca for 30 minutes, provided by an external senior financial planner).

Frequently discussed topics:
- Retirement planning.
- RRSP, RESP or TFSA? where to invest my money?
- How can I finance my child's studies?
- Invest or pay off my mortgage? *

Yes

Civil status

Civil status at December 31st of this tax year *

Please note that USA does not recognize common-law partners. You are considered single for US tax purposes.

My civil status has changed (during the years to file) *

Yes

Civil status change

Prior status

Please note that USA does not recognize common-law partners. You are considered single for US tax purposes.

Date of change *

Partner

Gender of partner *

Male

Female

First name of spouse/partner *

Last name of spouse/partner *

Date of birth *

Personal information - Canada

Does your spouse/partner have a social insurance number (SIN)? *

Yes

Social security number *

Personal information - U.S.

Does your spouse/partner have a U.S. SSN (Social Security Number) or International Taxpayer Identification Number for non-residents (ITIN) ? *

Yes

U.S. SSN or ITIN *

Occupation *

Partner contact information

Phone (day) *

Phone (night)

Email *

Residing at the same address *

Yes

Address of partner

Address *

Apartment

City *

Country *

Province *

State *

AL Alabama

AK Alaska

AZ Arizona

AR Arkansas

CA California

CO Colorado

CT Connecticut

DE Delaware

DC District of Columbia

FL Florida

GA Georgia

HI Hawaii

ID Idaho

IL Illinois

IN Indiana

IA Iowa

KS Kansas

KY Kentucky

LA Louisiana

ME Maine

MD Maryland

MA Massachusetts

MI Michigan

MN Minnesota

MS Mississippi

MO Missouri

MT Montana

NE Nebraska

NV Nevada

NH New Hampshire

NJ New Jersey

NM New Mexico

NY new York

NC North Carolina

ND North Dakota

OH Ohio

OK Oklahoma

OR Oregon

PA Pennsylvania

RI Rhode Island

SC Caroline from the south

SD South Dakota

TN Tennessee

TX Texas

UT Utah

VT Vermont

VA Virginia

WA Washington

WV West Virginia

WI Wisconsin

WY Wyoming

Postal code *

Dependents

Childs, parents, grands-parents, etc. residing at the same address.

You must provide your dependent's information here, even if there has been no changes from prior years.

In case of a shared custody, make sure the other parent does not claim the same dependent.

Do you have dependents? *

Yes

Dependent 1

Gender *

Male

Female

First name *

Last name *

Date of birth *

Does your dependent have a social insurance number (SIN)? *

Yes

Social security number *

Does your dependant have a U.S. SSN (Social Security Number) or International Taxpayer Identification Number for non-residents (ITIN) ? *

Yes

U.S. SSN or ITIN *

Relationship *

Does this dependent have an email address? *

Yes

What is the email address of this dependent? *

Comments and details

Add a second dependent? *

Yes

Dependent 2

Gender *

Male

Female

First name *

Last name *

Date of birth *

Does your dependent have a social insurance number (SIN)? *

Yes

Social security number *

Does your dependant have a U.S. SSN (Social Security Number) or International Taxpayer Identification Number for non-residents (ITIN) ? *

Yes

U.S. SSN or ITIN *

Relationship *

Does this dependent have an email address? *

Yes

What is the email address of this dependent? *

Comments and details for this dependent?

Add a third dependent? *

Yes

Dependent 3

Gender *

Male

Female

First name *

Last name *

Date of birth *

Does your dependent have a social insurance number (SIN)? *

Yes

Social security number *

Does your dependant have a U.S. SSN (Social Security Number) or International Taxpayer Identification Number for non-residents (ITIN) ? *

Yes

U.S. SSN or ITIN *

Relationship *

Does this dependent have an email address? *

Yes

What is the email address of this dependent? *

Comments and details for this dependent?

Add a fourth dependent? *

Yes

Dependent 4

Gender *

Male

Female

First name *

Last name *

Date of birth *

Does your dependent have a social insurance number (SIN)? *

Yes

Social security number *

Does your dependant have a U.S. SSN (Social Security Number) or International Taxpayer Identification Number for non-residents (ITIN) ? *

Yes

U.S. SSN or ITIN *

Relationship *

Does this dependent have an email address? *

Yes

What is the email address of this dependent? *

Comment and details for this dependent?

Add fifth dependent? *

Yes

Dependent 5

Gender *

Male

Female

First name *

Last name *

Date of birth *

Does your dependent have a social insurance number (SIN)? *

Yes

Social security number *

Does your dependant have a U.S. SSN (Social Security Number) or International Taxpayer Identification Number for non-residents (ITIN) ? *

Yes

U.S. SSN or ITIN *

Relationship *

Does this dependent have an email address? *

Yes

What is the email address of this dependent? *

Comment and details *

Canadian tax return

Please choose the best option that applies to you and or your spouse partner (if aplicable). *

Estate of a deceased person

Bankruptcy and post-bankruptcy

None of these situations apply to me

Estate of a deceased person

Unfortunately, your situation is not supported with Effisca Tax.

Bankrupcy and post-bankrupcy tax returns

Unfortunately, your situation is not supported with Effisca Tax.

Requestor's information

What was your tax residency status on December 31st ? *

IDENTIFICATION -> [Tax return year to file]

Resident of Canada all year

Arrival in Canada during the year (immigration)

Departure from Canada during the year (emigration)

Non-resident of Canada for all year

Province of residence on December 31st of the tax year to file.
If departure from Canada, select the province when you left. *

In which country were you resident on December 31 of the year to be reported? *

Drug insurance

Under what prescription drug insurance plan were you covered? *

Quebec's drug insurance

My own group insurance through my employer

Group insurance through my parent/partner's empoyer

RAMQ Exemption (specify)

Different plans throughout the year

If different plans during the year, indicate the situation that applies for each month. *

	Quebec's drug insurance	My own group insurance	Group insurance (parent/partner)	RAMQ Exemption (specify)
January
February
March
April
May
June
July
August
September
October
November
December

If you have selected " RAMQ Exemption", please specify the situation that applies to you.

Working Holiday permit

Received last-resort financial assistance

Under 18 years of age and unmarried

Registered Indian

Beneficiary under the James Bay agreement

Held a valid claim slip issued by Ministère de l'Emploi

Age 18 to 25, full-tie student, unmarried

In a residential and long-term care centre

At least age 18, infirm before 18, unmarried

Other - Living outside Quebec

Other - Foreign national

Other - French national, student

Other - Resident of other province, business in Quebec

Other - Became resident of another province

Other - Moved to Quebec from another province

Other - Immigrant or Emigrant

COVID

I wish to claim work expenses related to COVID using the method without calculation (maximum deduction 500$) *

Yes

If you wish to claim work expenses related to COVID-19 using the method with calculations (often more advantageous) and your employer has given you the TP-64.3 + T2200 / T2200S forms, please select "No" to this question and check "Work expenses" in the "Special situations" section below.

To determine which method is the most advantageous, you can use this online calculator produced by Revenu Québec

How many days have you worked at home because of COVID? *

Solidarity tax credit

I lived alone during the whole year (excluding dependents) *

Yes

First home

I bought a first home this year *

Yes

What is the date of purchase of this first home? *

What is the property tax ID number written on your city taxes bill ? *

If yes, is it the same address as the one provided in the identification section? *

Yes

Address of your first home

Address *

Apartment *

City *

Province *

If your province/state/territory is outside of Canada, you are not entitled to this credit.

Postal code *

Country *

Partner

What was the tax residency status of your spouse/partner on December 31st, ? *

IDENTIFICATION -> [Tax return year to file]

Resident of Canada all year

Arrival in Canada during the year (immigration)

Departure from Canada during the year (emigration)

Non-resident of Canada for all year

Province of residence of your spouse/partner on December 31st of the tax year to file.
If departure from Canada, select the province when you left. *

In which country did your spouse reside on December 31 of the year to be declared? *

Does your partner have income? *

Yes

Even though your partner has no income, he/she must produce a tax return for various reasons. Make sure to include your partner at the invoicing step.

You mentioned that your partner / spouse is non-resident all year round and that he/she has no income.
Under these conditions, this person generally does not need to file a Canadian return.
Be sure to answer "no" to the next question unless an exception applies.

Will Effisca file your partner's tax return at the same time than mine?
We highly recommend to file both partners at the same time to optimize deductions. *

Yes

Partner's income

If Effisca does not file your partner return:
(Although an approximate amount is accepted, the actual amount would be better)

Line 236 federal *

Line 275 provincial *

* Providing us with your partner's full tax return is mandatory.
* Optimizations beetween partners may be necessary. Extra fees may apply.

Income before separation

Did you separate within the year? *

Yes

Provide your partner's income before the separation:

How much income did your former spouse earn from January 1 to the date of separation? *

COVID

My partner wishes to claim work expenses related to COVID using the method without calculation (maximum deduction 500$)If your partner wishes to claim work expenses related to COVID-19 using the method with calculations (often more advantageous) and their employer has given them the TP-64.3 + T2200 / T2200S forms, please select "No" to this question and check "Work expenses" in the "Special situations" section below. *

Yes

How many days has your partner worked at home because of COVID? *

Drug insurance

Under what prescription drug insurance plan was your spouse/partner covered ? *

Quebec's drug insurance

My own group insurance

Group insurance (parent/partner)

RAMQ Exemption (specify)

Different plans throughout the year

Indicate which situation applies for each months: *

	Quebec's drug insurance	My own group insurance	Group insurance (parent/partner)	RAMQ Exemption (specify)
January
February
March
April
May
June
July
August
September
October
November
December

If you have selected " RAMQ Exemption", please specify the situation that applies to your spouse/partner.

Working Holiday permit

Received last-resort financial assistance

Under 18 years of age and unmarried

Registered Indian

Beneficiary under the James Bay agreement

Held a valid claim slip issued by Ministère de l'Emploi

Age 18 to 25, full-tie student, unmarried

In a residential and long-term care centre

At least age 18, infirm before 18, unmarried

Other - Living outside Quebec

Other - Foreign national Other - French national, student

Other - Resident of other province, business in Quebec

Other - Became resident of another province

Other - Moved to Quebec from another province

Other - Immigrant or Emigrant

Dependents

Dependent 1 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

This dependent is also claimed as such by another person (eg. : other parent)? *

Yes

Only one person can claim a dependent. Please contact the other party to decide who will claim this dependent.

Particularities of this dependent (check if applicable) :

Person with a disability

Post-secondary student

I pay child support for this child

Is the disability officially recognized by Canada Revenue Agency and Revenu Quebec? *

Yes

You must first fill out and submit the T2201 and TP-752.0.14 forms to the government for approval. Once your request is accepted by the government, you will then be able to claim the credit. Please consult your Effisca tax expert for more information.

Does a return have to be filed for this child (e.g. has income, has tuition fees)?

If you are unsure, visit the following links to find out when a dependent requires a declaration: Canada Revenue Agency / Revenu Québec *

Yes

If a declaration has to be filed for this dependent (e.g. has income, has tuition fees), do you mandate Effisca to file the dependent's tax return ?

Effisca offers a discounted price for dependents to help optimize your returns. *

Yes (Recommended)

You have not provided a SIN (Social Insurance Number) for this dependent but you wish to file an income tax return for this dependent. Please correct this information in the Identification section or request a social insurance number for this person.

Please note: not all dependents must file a return, validate whether your dependent must file an income tax return.

Please provide the complete Canadian and Quebec income tax return (if applicable) for this dependent.

Complete Canadian and Quebec income tax return (if applicable) for this dependent *

Transférer vos fichiers

Please provide all relevant documents (tuition fees, T4, etc.) for your dependent's tax return.

There will be a list of douments to provide in the next steps of this form.

Is the return to be filed for this child: *

Simple: Example: little income, tuition fees only, etc.

Complex: Example: rental income, self-employment, etc.

You have not provided an email for this dependant. Please correct this information in the Identification section.

Dependent 2 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

This dependent is also claimed as such by another person (eg. : other parent) ? *

Yes

Only one person can claim a dependent. Please contact the other party to decide who will claim this dependent.

Particularities of this dependent (check if applicable) :

Person with a disability

Post-secondary student

I pay child support for this child

Is the disability recognized by CRA and ARQ? (Form T2201 and TP-752.0.14) *

Yes

Yes (Recommended)

Please provide the complete Canadian and Quebec income tax return (if applicable) for this dependent.

Complete Canadian and Quebec income tax return (if applicable) for this dependent *

Transférer vos fichiers

Please provide all relevant documents (tuition fees, T4, etc.) for your dependent's tax return, there will be a list of douments to provide in the next steps of this form.

Is the return to be filed for this child: *

Simple: Example: little income, tuition fees only, etc.

Complex: Example: rental income, self-employment, etc.

You have not provided an email for this dependant. Please correct this information in the Identification section.

Dependent 3 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

This dependent is also claimed as such by another person (eg. : other parent)? *

Yes

Only one person can claim a dependent. Please contact the other party to decide who will claim this dependent.

Particularities of this dependent (check if applicable) :

Person with a disability

Post-secondary student

I pay child support for this child

Is the disability officially recognized by Canada Revenue Agency and Revenu Quebec? *

Yes

Yes (Recommended)

Please provide the complete Canadian and Quebec income tax return (if applicable) for this dependent.

Complete Canadian and Quebec income tax return (if applicable) for this dependent *

Transférer vos fichiers

Please provide all relevant documents (tuition fees, T4, etc.) for your dependent's tax return, there will be a list of douments to provide in the next steps of this form.

Is the return to be filed for this child: *

Simple: Example: little income, tuition fees only, etc.

Complex: Example: rental income, self-employment, etc.

You have not provided an email for this dependant. Please correct this information in the Identification section.

Dependent 4 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

This dependent is also claimed as such by another person (eg. : other parent)? *

Yes

Only one person can claim a dependent. Please contact the other party to decide who will claim this dependent.

Particularities of this dependent (check if applicable) :

Person with a disability

Post-secondary student

I pay child support for this child

Is the disability officially recognized by Canada Revenue Agency and Revenu Quebec? *

Yes

Yes (Recommended)

Please provide the complete Canadian and Quebec income tax return (if applicable) for this dependent.

Complete Canadian and Quebec income tax return (if applicable) for this dependent *

Transférer vos fichiers

Please provide all relevant documents (tuition fees, T4, etc.) for your dependent's tax return, there will be a list of douments to provide in the next steps of this form.

Is the return to be filed for this child: *

Simple: Example: little income, tuition fees only, etc.

Complex: Example: rental income, self-employment, etc.

You have not provided an email for this dependant. Please correct this information in the Identification section.

Dependent 4 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

This dependent is also claimed as such by another person (eg. : other parent)? *

Yes

Only one person can claim a dependent. Please contact the other party to decide who will claim this dependent.

Particularities of this dependent (check if applicable) :

Person with a disability

Post-secondary student

I pay child support for this child

Is the disability officially recognized by Canada Revenue Agency and Revenu Quebec? *

Yes

Yes (Recommended)

Please provide the complete Canadian and Quebec income tax return (if applicable) for this dependent.

Complete Canadian and Quebec income tax return (if applicable) for this dependent *

Transférer vos fichiers

Please provide all relevant documents (tuition fees, T4, etc.) for your dependent's tax return, there will be a list of douments to provide in the next steps of this form.

Is the return to be filed for this child: *

Simple: Example: little income, tuition fees only, etc.

Complex: Example: rental income, self-employment, etc.

You have not provided an email for this dependant. Please correct this information in the Identification section.

Special situations

Please select the situations that apply to you and / or your spouse / partner: *

Self-employed

Rental income / expenses

Work expenses - T2200 Form from employer

Moving fees

Sale of principal residence

Deceased persons

Foreign assets (Form T1135)

Neither situation applies to me

Self-employed

Do you have any self-employment income or expenses? *

Yes

Self-employment questionnaire

Are you registered to GST-QST? *

Yes

I registered during the year

You must provide two self-employment questionnaires: the first one will include all income and expenses before the registration and the second one for all income and expenses after registration. You must also count two schedules in the billing section since we will have to file two separate schedules in your return.

Do you have any expenses to declare?
PLEASE NOTE: every expense counts here, even the home office. *

Yes

Since you don't have any expenses, please used the reduced price in the billing section as we only charge 50% of the fee in these situations. Please fill and upload the self-employed questionnaire available on our website.

Note that our fees are deductible when you have self-employed to declare.

How many schedules of self-employment WITH EXPENSES do you need to file (including partners)?
Note that this fees adds up to the base price. (215.00 $ per schedule) *

Externe EFF : Self-employment schedule : 215.00

How many schedules of self-employment WITH NO EXPENSES do you need to file (including partners)?
Note that this fees adds up to the base price. (107.50$ per schedule) *

Externe EFF : Self-employment schedule - no expenses : 107.50

Please download our self-employment questionnaire, complete it and then upload it below. *

Transférer vos fichiers

Rental income / expenses

Do you have any rental income or expenses? *

Yes

Rental income & expenses questionnaire

Did the personnal usage of a building changed during the year? *

Yes

You must provide two rental questionnaires: the first one will include all income and expenses before the change and the second one for all income and expenses after the change. You must also count two schedules in the billing section since we will have to file two separate schedules in your return.

Did you remortgage the property to borrow more funds during the tax year (or before this tax year and we never had this information before)? *

Please indicate of many rental income schedule you will need to declare? These fees are not included in the base price of the return. (215.00 $ per schedule) *

Externe EFF : Rental income Schedule : 215.00

Please fill our rental income questionnaire for each building and upload it here. Download the questionnaire. *

Transférer vos fichiers

Have you ever filled our building history questionnaire? *

Yes

If you never filled in our building history questionnaire, you must download it, fill it and upload it here. *

Transférer vos fichiers

Work expenses

Did you have work expenses (including COVID-19 expenses according to the detailed method)? *

Yes

Did the employer provided you with the signed form T2200 or T2200S and TP-64.3? *

Yes

Caution : to claim work expenses, you employer must have provided you with the signed form T2200 or T2200S and TP-64.3, signed by the employer. Your work contract must mention that the expenses are mandatory. If it's not the case, please check NO to the previous question.

You cannot claim work expenses.
Please check NO at the first question of this page.

Please upload the forms T2200 or T2200S and TP-64.3. *

Transférer vos fichiers

Are your work expenses strictly related to COVID-19? *

Yes, I don't have regular work expenses, only expenses related to COVID (ONLY 2020, 2021 and 2022)

No, I have regular work expenses

Please download the REGULAR Work Expenses questionnaire, fill it and upload it here after. *

Transférer vos fichiers

Please download the COVID19 Work expenses questionnaire, fill it in and upload it here after. *

Transférer vos fichiers

How many REGULAR work expenses questionnaire do we need to file for your family? Note that work expenses are extra work added on top of the base price. (215.00$ per schedule) *

Externe EFF : Work expenses schedule - (NON COVID) : 215.00

How many COVID19 work expenses questionnaire will we file for your family? Note that work expenses are extra work added on top of the base price. (115.00$ per schedule) *

Externe EFF : Work expenses schedule - COVID-19 WITH CALCULATIONS : 115.00

Moving fees

Did you move, during the year, to approach your work or study place for more than 40 km ? *

Yes

Did you move to immigrate in Canada or to emigrate from Canada ? *

Yes

You CANNOT claim moving expenses.

Please take a look at our moving expenses questionnaire. Really make sure you qualify and that you have some of the listed expenses.

Do you certify that you read our questionnaire, that you qualify and that you have some listed expenses? *

Yes

Please fill in our moving expenses questionnaire and upload it here. Download the questionnaire. *

Transférer vos fichiers

How many moving expenses schedule do we need to prepare for your family (usually one per person excluding dependents)? (130.00 $ per schedule) *

Externe EFF : Moving fees : 130.00

Sale of principal residence

Did you sell you principal residence during the year? *

Yes

Please fill the principal residence questionnaire on our website and upload it here. Download the questionnaire. *

Transférer vos fichiers

How many principal residence schedules should we prepare for you? (50.00 $ per schedule)
In general, a schedule must be prepared for each owner.
If you and your spouse owned the property, we will need to file two schedules. *

Externe EFF : Building disposition - principal residence : 50.00

Arrival in Canada or departure from Canada

Did you immigrated in Canada or emigrated from Canada during the year? *

Yes

How many persons arrived / left Canada? (115.00 $ per person) *

Externe EFF : Arrival or departure from Canada : 115.00

Did the requestor owned more than 25 000$ of worldwide assets at date of departure?

Worldwide assets include all assets wherever they are in the world, including Canada and foreign countries.

Worldwide assets includes life insurance policies, lands, real estate, stocks and investments in Canada or outside Canada. *

Yes

Did the spouse / partner of the requestor owned more than 25 000$ of worldwide assets at date of departure?

Worldwide assets include all assets wherever they are in the world, including Canada and foreign countries.

Worldwide assets includes life insurance policies, lands, real estate, stocks and investments in Canada or outside Canada. *

Yes

Since you have more than $25,000 in worldwide assets at the time of departure, we will need to prepare form T1161 on your behalf.
Make sure you complete the appropriate section of the questionnaire upon arrival or departure from Canada.

Please download and fill the "Arrival or departure from Canada" questionnaire and upload it here. *

Transférer vos fichiers

T1135 Foreign assets reporting

T1135 Foreign assets reporting - requestor

Please note: the year of arrival in Canada, you are generally not required to file form T1135.
On the other hand, if you have already been a tax resident of Canada in the past and returned to Canada, this exemption does not apply to your situation and you must file the T1135.
Contact us if you need further clarification.

Should we prepare form T1135 - Foreign Assets return for ? *

IDENTIFICATION -> Requestor -> [First name] [Last name]

Yes

How many financial accounts does have outside of Canada? *

IDENTIFICATION -> Requestor -> [First name] [Last name]

Less than 5 accounts outside of Canada - including investments, savings account, stocks, etc.

I have between 5 and 10 accounts outside of Canada - including investments, savings account, stocks, etc.

More than 10 accounts outside Canada - including investments, savings account, stocks, etc.

Select the number of buildings that correspond to the situation of : *

IDENTIFICATION -> Requestor -> [First name] [Last name]

Does not own any real estate outside of Canada

Owns between 1 and 3 buildings outside Canada

Owns more than 3 buildings outside Canada

Concerning the buildings of : *

IDENTIFICATION -> Requestor -> [First name] [Last name]

Has already completed a T1135 questionnaire concerning ALL my foreign buildings WITH Effisca in the past.

Did not already complete a T1135 with Effisca in the past regarding these buildings.

Please select the options that correspond to the situation of : *

IDENTIFICATION -> Requestor -> [First name] [Last name]

A non-resident owes debts to the filer

Filer s a beneficiary of a non-resident trust

None of the above

You selected "None of the above" in the previous question but also selected another option.
Please uncheck the contradictory option.

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Simple

The price for this form is 175.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Simple : 175.00

T1135 - please fill in our questionnaire on our website and upload it here.

Download the questionnaire.

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T1135 Foreign assets reporting - spouse / partner

Should we prepare form T1135 - Foreign Assets return for ? *

IDENTIFICATION -> Partner -> [First name of spouse/partner] [Last name of spouse/partner]

Yes

How many financial accounts does have outside of Canada? *

IDENTIFICATION -> Partner -> [First name of spouse/partner] [Last name of spouse/partner]

Less than 5 accounts outside of Canada - including investments, savings account, stocks, etc.

I have between 5 and 10 accounts outside of Canada - including investments, savings account, stocks, etc.

More than 10 accounts outside Canada - including investments, savings account, stocks, etc.

Select the number of buildings that correspond to the situation of : *

IDENTIFICATION -> Partner -> [First name of spouse/partner] [Last name of spouse/partner]

Does not own any real estate outside of Canada

Owns between 1 and 3 buildings outside Canada

Owns more than 3 buildings outside Canada

Concerning the buildings of : *

IDENTIFICATION -> Partner -> [First name of spouse/partner] [Last name of spouse/partner]

Has already completed a T1135 questionnaire concerning ALL my foreign buildings WITH Effisca in the past.

Did not already complete a T1135 with Effisca in the past regarding these buildings.

Please select the options that correspond to the situation of : *

IDENTIFICATION -> Partner -> [First name of spouse/partner] [Last name of spouse/partner]

A non-resident owes debts to the filer

Filer s a beneficiary of a non-resident trust

None of the above

You selected "None of the above" in the previous question but also selected another option.
Please uncheck the contradictory option.

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Simple

The price for this form is 175.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Simple : 175.00

T1135 - please fill in our questionnaire on our website and upload it here.

Download the questionnaire.

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T1135 Foreign assets reporting - Dependent #1

Should we prepare form T1135 - Foreign Assets return for ? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Yes

How many financial accounts does have outside of Canada? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Less than 5 accounts outside of Canada - including investments, savings account, stocks, etc.

I have between 5 and 10 accounts outside of Canada - including investments, savings account, stocks, etc.

More than 10 accounts outside Canada - including investments, savings account, stocks, etc.

Select the number of buildings that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Does not own any real estate outside of Canada

Owns between 1 and 3 buildings outside Canada

Owns more than 3 buildings outside Canada

Concerning the buildings of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Has already completed a T1135 questionnaire concerning ALL my foreign buildings WITH Effisca in the past.

Did not already complete a T1135 with Effisca in the past regarding these buildings.

Please select the options that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

A non-resident owes debts to the filer

Filer s a beneficiary of a non-resident trust

None of the above

You selected "None of the above" in the previous question but also selected another option.
Please uncheck the contradictory option.

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Simple

The price for this form is 175.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Simple : 175.00

T1135 - please fill in our questionnaire on our website and upload it here.

Download the questionnaire.

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T1135 Foreign assets reporting - Dependent #2

Should we prepare form T1135 - Foreign Assets return for ? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Yes

How many financial accounts does have outside of Canada? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Less than 5 accounts outside of Canada - including investments, savings account, stocks, etc.

I have between 5 and 10 accounts outside of Canada - including investments, savings account, stocks, etc.

More than 10 accounts outside Canada - including investments, savings account, stocks, etc.

Select the number of buildings that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Does not own any real estate outside of Canada

Owns between 1 and 3 buildings outside Canada

Owns more than 3 buildings outside Canada

Concerning the buildings of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Has already completed a T1135 questionnaire concerning ALL my foreign buildings WITH Effisca in the past.

Did not already complete a T1135 with Effisca in the past regarding these buildings.

Please select the options that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

A non-resident owes debts to the filer

Filer s a beneficiary of a non-resident trust

None of the above

You selected "None of the above" in the previous question but also selected another option.
Please uncheck the contradictory option.

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Simple

The price for this form is 175.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Simple : 175.00

T1135 - please fill in our questionnaire on our website and upload it here.

Download the questionnaire.

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T1135 Foreign assets reporting - Dependent #3

Should we prepare form T1135 - Foreign Assets return for ? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Yes

How many financial accounts does have outside of Canada? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Less than 5 accounts outside of Canada - including investments, savings account, stocks, etc.

I have between 5 and 10 accounts outside of Canada - including investments, savings account, stocks, etc.

More than 10 accounts outside Canada - including investments, savings account, stocks, etc.

Select the number of buildings that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Does not own any real estate outside of Canada

Owns between 1 and 3 buildings outside Canada

Owns more than 3 buildings outside Canada

Concerning the buildings of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Has already completed a T1135 questionnaire concerning ALL my foreign buildings WITH Effisca in the past.

Did not already complete a T1135 with Effisca in the past regarding these buildings.

Please select the options that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

A non-resident owes debts to the filer

Filer s a beneficiary of a non-resident trust

None of the above

You selected "None of the above" in the previous question but also selected another option.
Please uncheck the contradictory option.

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Simple

The price for this form is 175.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Simple : 175.00

T1135 - please fill in our questionnaire on our website and upload it here.

Download the questionnaire.

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T1135 Foreign assets reporting - Dependent #4

Should we prepare form T1135 - Foreign Assets return for ? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Yes

How many financial accounts does have outside of Canada? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Less than 5 accounts outside of Canada - including investments, savings account, stocks, etc.

I have between 5 and 10 accounts outside of Canada - including investments, savings account, stocks, etc.

More than 10 accounts outside Canada - including investments, savings account, stocks, etc.

Select the number of buildings that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Does not own any real estate outside of Canada

Owns between 1 and 3 buildings outside Canada

Owns more than 3 buildings outside Canada

Concerning the buildings of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Has already completed a T1135 questionnaire concerning ALL my foreign buildings WITH Effisca in the past.

Did not already complete a T1135 with Effisca in the past regarding these buildings.

Please select the options that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

A non-resident owes debts to the filer

Filer s a beneficiary of a non-resident trust

None of the above

You selected "None of the above" in the previous question but also selected another option.
Please uncheck the contradictory option.

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Simple

The price for this form is 175.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Simple : 175.00

T1135 - please fill in our questionnaire on our website and upload it here.

Download the questionnaire.

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T1135 Foreign assets reporting - Dependent #5

Should we prepare form T1135 - Foreign Assets return for ? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Yes

How many financial accounts does have outside of Canada? *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Less than 5 accounts outside of Canada - including investments, savings account, stocks, etc.

I have between 5 and 10 accounts outside of Canada - including investments, savings account, stocks, etc.

More than 10 accounts outside Canada - including investments, savings account, stocks, etc.

Select the number of buildings that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Does not own any real estate outside of Canada

Owns between 1 and 3 buildings outside Canada

Owns more than 3 buildings outside Canada

Concerning the buildings of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

Has already completed a T1135 questionnaire concerning ALL my foreign buildings WITH Effisca in the past.

Did not already complete a T1135 with Effisca in the past regarding these buildings.

Please select the options that correspond to the situation of : *

IDENTIFICATION -> Dependents -> [First name] [Last name]

A non-resident owes debts to the filer

Filer s a beneficiary of a non-resident trust

None of the above

You selected "None of the above" in the previous question but also selected another option.
Please uncheck the contradictory option.

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Complex

In your situation, the price for this form is AT HOURLY RATE for a minimum of 500.00$.

Externe EFF : T1135 - Foreign Assets - Class Complex - hourly rate - minimum 500$ : 500.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Intermediate

The price for this form is 275.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Intermediate : 275.00

Your T1135 difficulty category is Simple

The price for this form is 175.00$ in your situation.

Externe EFF : T1135 - Foreign Assets - Class Simple : 175.00

T1135 - please fill in our questionnaire on our website and upload it here.

Download the questionnaire.

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Deceased persons

Do we have to file a deceased person's return? *

Yes

Please fill in the deceased person questionnaire available on our website and upload it here. Download the questionnaire. *

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How many deceased persons shall we file for you?
Note that this is an extra fee. (300.00 $ per person) *

Externe EFF : Death Income tax - supplement : 300.00

Other complex cases

THESE SITUATIONS ARE BILLED PER MINUTES WORKED

Please choose the options that apply to you. (services billed per minute) *

Foreign income / foreign tax credits

Home support services for seniors

GST-QST return

Building or other asset disposition (sold a property other than principal residence)

Calculation of capital gains

None of these situations apply to me.

All of these situations are billed per minute.

As it is not possible to determine exactly the time required, these items will be invoiced later.

Here are the current prices (we will match appropriate level of complexity) :

Billed per minute:
Technician: 3.00$

Tax director: 7.00$

Tax master.: 7.50$

Externe EFF : Tax specialist - minutes - individuals : 7.50

Foreign income / foreign taxes to credit - upload all documents and relevant information. *

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Home support services for seniors - please download our questionnaire, fill it and upload it here. *

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Rénovert - upload the Certificate of Compliance with Energy and Environmental Standards (form TP-1029.RVA-V) that the contractor gave you. If you don't have it, contact the contractor to get it.

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How many QST and GST returns do you need to file for your family? (150.00 minimum per return) *

Externe EFF : GST-QST return - minimum charge : 150.00

How many buildings have you sold? *

Building or other asset disposition - please fill in our questionnaire on our website and upload it here. Download the questionnaire. *

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If the capital gain is not already calculated on the T-5008, please upload all transactions slips and statements. *

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Documents to provide

Please select all documents related to your situation. We need a complete file to start our analysis.

Do not forget to upload the documents of your partner and dependants if we file them!

If your files have passwords, please indicate this in the comments section otherwise processing may be delayed.

Documents to provide (essentials)

Please upload your federal and provincial Notice of Assessment for the year preceding the year to be reported

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The previous year's notice of assessment contains useful information for your tax expert. If mistakes or omissions are a result of those documents not being provided, we cannot guarantee our work for this type of errors.

Last federal and provincial income tax return (only for new clients)

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The previous year's tax return is necessary, because it is included in your tax history. If mistakes or omissions are a result of those documents not being provided, we cannot guarantee our work for this type of errors.

Last income tax return *

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Are you already registered to direct deposit?
If yes, no need to re-register unless your bank details have changed. *

Yes

Void cheque

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Documents to provide (income)

Income - please select all items that suits he filers situations *

No income

Employment income: T4 (federal) / Relevé 1 (Quebec)

Investment income: T3, T5, T4A, T5008 or Summary of gains / losses, etc.

Scholarship: T4A

Public retirement: Old age security: T4A (OAS) + QPP: T4A (P)

Employment Insurance (unemployment): T4E slip

COVID benefits : CERB or CESB or CRB or CRSB or CRCB - T4A from CRA or T4E from Service Canada

Parental insurance benefits (parental leave): T4E slip

CSST, SAAQ, Welfare: T5007 / Slip 5

Other income (specify below)

Employment income - please provide all T4 (federal) / Relevé 1 (Quebec) *

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Investment income - provide all T3, T5, T4A, T5008 or Summary of gains / losses, etc. *

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Scholarship - provide T4A tax slip *

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Public retirement: Old age security : provide all T4A (OAS) ET RRQ : T4A (P) tax slips *

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Employment insurance (unemployment) : provide Relevé T4E tax slip *

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COVID benefits : CERB or CESB or CRB or CRSB or CRCB - T4A from CRA or T4E from Service Canada *

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Parental insurance benefits (parental leave) : provide Relevé T4E tax slip *

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CSST, SAAQ, welfare : provide Relevé 5 or T5007 tax slips *

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Other income *

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Documents to provide (deductions)

Deductions & credits *

No deductions

RRSP: Official receipts (1st March to 31 December)

RRSP: Official receipts (60 first days of the year)

Tuition fees: Slip 8/T2202 or T2202A

FHSA Contributions - tax slips

Interest paid on student loans: Bank or Caisse account receipt

Medical expenses

Charity donation / Political contributions

Union dues or professionals dues (if other than on T4)

Installments / provisional payment: official government statement

Solidarity tax credit: If tenant : Slip 31

Solidarity tax credit: If owner : City taxes ID number

Advanced Canada workers benefit (ACWB) statement - RC210

Other deduction (specify below)

RRSP: Official receipts (1st March to 31 December) *

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RRSP: Official receipts (60 first days of the year) *

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Tuition fees: Slip 8/T2202 or T2202A *

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FHSA Contributions - tax slips *

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Interest paid on student loans: Bank or Caisse account receipt *

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Medical expenses - If you have more than 5 medical bills, you must instead fill our medical fees questionnaire and upload it. Download the questionnaire. *

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Charity donation / Political contributions : provide all official donations tax slips (subject to multiple documents fees) OR a list with the donation total for the tax year. *

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Union dues or professionals dues (if other than on T4) : official tax receipts. *

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Please provide official documents that show the installment payments made to Revenue Canada and/or Revenu Québec for you and/or your spouse. *

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Amount for public transit passes (Only for 2017 and before. In 2018, this measure was abolished)

Solidarity tax credit: tenant - provide RL-31 form from your landlord. *

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Solidarity credit - if owner : Is your city tax ID number already in our file?

Yes

City tax ID number *

Advanced Canada workers benefit (ACWB) statement - RC210 *

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Other deduction *

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Documents to provide (children)

Kids *

No document applicable

Childcare expenses: RL-24

Childcare expenses: RL-30 Subsidized (only before 2019)

Childcare tax credit advance payments: Slip 19

Children's Fitness Tax Credit, Children’s art tax credit (if your family income does not exceed $155,880 for 2023)

Childcare expenses: RL-24 *

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Childcare expenses: RL-30 Subsidized *

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Childcare tax credit advance payments: Slip 19 *

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Universal Child Care Benefit (UCCB) *

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Children's Fitness Tax Credit, Children’s art tax credit (if your family income does not exceed $155,880 for 2023) *

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Excess documents

Have you uploaded more than 10 documents in your file? *

Yes

Please indicate the number of exceeding documents (10 documents included in the base price)
6.00$ / exceeding document) *

Externe EFF : Multiple tax documents (10 documents included) - per extra document : 6.00

Comments or additional notes

Do you have comments or additional information to provide?

Confirmation - Canada

For your Canadian file, please confirm that you understand that once the file is submitted, any additional documents may result in extra fee.
This is because any aditionnal document added will force us to reanalyse the whole file and redo verifications steps.
Please ensure nothing is missing before submitting the file. *

I confirm that nothing is missing and that additional charges may apply if documents were missing.

We need a complete file to start our analysis.

Please gather all your missing documents and return to complete your file. Everything you have done so far is saved.

U.S. tax return

Please choose the option that best applies to you. *

Streamlined foreign offshore

Estate of a deceased person

Bankruptcy and post-bankruptcy

None of these situations apply to me

Estate of a deceased person

Unfortunately, your situation is not supported with Effisca Tax.

Please note that a tax return of a deceased person is handled by Effisca.

It is different from the tax return of an estate or a trust, they are distinct tax returns.

Do not hesitate to contact us if you need further clarification.

Bankrupcy and post-bankrupcy tax returns

Your situation is not supported with Effisca Tax.

Thanks for your trust.

IRS STREAMLINED PROCEDURE

The streamlined procedure has specific elements, if you want to use streamlined for this tax return, here are specific instructions:

Processing times are different for this type of file.
You will have to file several years in a row because this type of procedure generally includes several tax years.
Additional forms must be completed, in addition to those covered on this platform, additional fees apply.

Contact us right now if you are not familiar with these specificalities :

- hello@effisca.com

- 514-316-3472

- Schedule a videoconference with an expert

We thank you for your trust!

Identification of requestor

Residency details

What was your residency situation during the tax year?
Choose only one option that best describes the situation. *

Was a U.S. Citizen even if I was not physically present in the United States

Was a green card holder even if I was not physically present in the United States

Resided physically in the U.S. (but NOT citizen and NOT green card)

None of the above (non resident but NOT citizen and NOT green card)

If you are non-resident and do not have an identification number (ITIN), you must ask for one.
Would you like to: *

Ask for it yourself.

Ask us to fill in the forms for you (175.00$ + taxes).

Please upload a copy of your scanned passport so that we can complete your ITIN application. *

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Did you renounce your citizenship or abandon your green card during the year? *

Yes

If you are not a US citizen nor have a green card, did you begin or stopped residing in the US ? *

Yes

If you renounced your citizenship or abandoned your green card or stopped residing in the US as a non-citizen/non-green card, you will have to file two returns that year (one 1040 and one 1040NR) since you are a dual-status. *

I understand that I need to file two returns and will be billed accordingly

Question for citizens / green card / resided physically in the USA

Since you answered that you are either a US citizen, holding a Green Card (permanent resident) or resided physically in the USA, you must fill in this section.

Do you currently live outside the United States, like Canada for example? *

Yes

Owned more than 10 000$USD of combined assets outside U.S.A at any moment (Form FBAR)?
You must combine the value of bank account, investments, RRSP's, RESP's, TFSA's, FHSA's etc.). *

Yes

Did you reach the following thresholds of foreign assets outside the U.S.A (Form 8938)?

Depending you situation:
Unmarried or married but not filing jointly your tax returns:
>75 000$USD at anytime during the year
>50 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>150 000$USD at anytime during the year
>100 000$USD at December 31st of the year *

Yes

Did you reach the following thresholds of foreign assets outside the U.S.A (Form 8938)?

Depending of your situation (living outside the USA):
Unmarried or married but not filing jointly your tax returns:
>300 000$USD at anytime during the year
>200 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>600 000$USD at anytime during the year
>400 000$USD at December 31st of the year *

Yes

Made a gift of more than 17 000 USD (for 2023) to any person *

Yes

Owned a Tax Free Savings Account (Form 3520/3520A) *

Yes

Owned any mutual funds other than american funds (including Canadien mutual funds) (Form 8621) *

Yes

Owned a Registered Education Savings Plan *

Yes

Owned a substantial interest (>10% of shares) in a foreign partnership (Form 8865) *

Yes

Was an administrator / important shareholder (>10%) of a foreign company (Form 5471) *

Yes

At any time during the tax year, did you receive, sell, send, exchange, or otherwise acquire any financial interest in virtual currency (crypto, cryptocurrency)? *

Yes

For tax years 2020 and 2021 only: Did you receive the Economic Impact Payment ? *

Yes

If yes, how much di you receive ($) ? *

If no, you may qualify for a Recovery

Will we also file your Canadian return? *

Yes (Recommended)

Did you receive Advance Child tax credit? *

Yes

If yes, please attach letter 6649 in the section "Documents to provide".

Section A & B - Requestor

Section A (non-residents)

A. Of what country or countries were you a citizen or national during the tax year ?
There can be many answers. *

B. In what country did you claim residence for tax purposes during the taxyear ?
Only one country possible. *

C. Have you ever applied to be a green card holder (lawful permanent resident) of the united States ? *

Yes

D1. Were you ever a United States citizen? *

Yes

D2. Were you ever a green card holder (lawful permanent resident) of theUnited States ? *

Yes

E. On the last day of the tax year, did you have a visa ? *

Yes

Visa type *

Immigration status *

F. Have you ever changed your visa type (nonimmigrant status) or U.S. Immigration status ? *

Yes

Date of the change *

Nature of the change *

H. Number of day (including vacation, nonworkdays and partial days) you were present in the United States:

Number of days of physical presence in the USA during the tax year to file: *

Number of days of physical presence in the USA during the tax year preceding the tax year to file: *

Number of days of physical presence in the USA during the tax year preceding the preceding tax year to file (tax year to file minus 2 years): *

I. Did you file a U.S. income tax return for any prior year ? *

Yes

Latest form filed (ex. 1040, 1040NR, etc.): *

Tax year of the most recent tax forms that you filed: *

Section B - requestor
US citizens & green card holders

Did you earn employment income and/or self-employment income in the year to report? *

Yes

A. Of what country are you a citizen/national (ex. Canada and USA)?
There can be multiple answers. *

B. From what date have you been residing in Canada ? *

C. During the tax year that you wish to file, were you an owner or a tenant ? *

Owner

Tenant

D. What is the name of your employer? *

D. What are your terms of employment (ex. Permanent employee) ? *

E. Enter the type of visa under which you entered Canada: *

Identification of requestor's SPOUSE

Your partner residency details

Does your spouse needs to file a US return? *

Yes

If your spouse needs to file a return, do you hire Effisca to file it? *

Yes

What was your spouse's residency situation?
Choose only one option that best describes the situation. *

Was a U.S. Citizen

Was a green card holder

Resided physically in the U.S. (do not choose if citizen or green card)

None of the above (non resident)

If your spouse is a non-resident and does not have an identification number (ITIN), they must ask for one.
Would you like to: *

Ask for it yourself.

Ask us to fill in the forms for you 175.00$ + taxes).

Please upload a copy of the scanned passport of your spouse so that we can complete his/her ITIN application. *

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Did your spouse renounced their citizenship or abandoned their green card during the year? *

Yes

If your spouse renounced their citizenship or abandonned a green card, we will have to file two returns that year (one 1040 and one 1040NR). *

I understand.

If your spouse was physically residing in the USA, did he/she stop or become a US resident during the year? *

Yes

If your spouse began or ceased to reside physically in the USA in the tax year, we will have to file two returns that year (one 1040 and one 1040NR). *

I understand.

Question for citizens / green card / resided physically in the USA - SPOUSE

Since you answered that YOUR SPOUSE is either a US citizen, holding a Green Card (permanent resident) or resided physically in the USA, you must fill in this section.

Does your spouse / partner currently lives outside the United States, like Canada for example? *

Yes

Did your spouse owned more than 10 000$USD of combined assets outside U.S.A at any moment (Form FBAR)?
You must combine the value of bank account, investments, RRSP's, RESP's, TFSA's, FHSA's etc.). *

Yes

Did your spouse reach the following thresholds of foreign assets outside the U.S.A (Form 8938)?

Depending the situation:
Unmarried or married but not filing jointly your tax returns:
>75 000$USD at anytime during the year
>50 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>150 000$USD at anytime during the year
>100 000$USD at December 31st of the year *

Yes

Did your spouse reach the following thresholds of foreign assets outside the U.S.A (Form 8938)?

Depending of your situation (living outside the USA):
Unmarried or married but not filing jointly your tax returns:
>300 000$USD at anytime during the year
>200 000$ at December 31st of the year
Married and filing tax returns jointly (threshold is for the couple):
>600 000$USD at anytime during the year
>400 000$USD at December 31st of the year *

Yes

Did your spouse make a gift of more than 17 000 USD (for 2023) to any person ? *

Yes

Did your spouse own a Tax Free Savings Account (Form 3520/3520A) ? *

Yes

Did your spouse own any mutual funds outside the USA (including canadian mutual funds) (Form 8621) ? *

Yes

Did your spouse own a Registered Education Savings Plan ? *

Yes

Did your spouse own an substantial interest (>10% shares) in a foreign partnership (Form 8865) ? *

Yes

At any time during the tax year, did your spouse receive, sell, send, exchange, or otherwise acquire any financial interest in virtual currency? *

Yes

Was your spouse an administrator / shareholder of a foreign company (Form 5471) ? *

Yes

For tax years 2020 and 2021 only: Did your spouse receive the Economic Impact Payment? *

Yes

If yes, how much ? *

Section A & B - Spouse / Partner

Section A (non-residents spouse / partner)

A. Of which country or countries was YOUR SPOUSE OR PARTNER a citizen or national during the tax year ?
There can be multiple answers *

B. In which country did your SPOUSE / PARTNER claimed residence for tax purposes during the taxyear ?
Only one answer possible. *

C. Did your SPOUSE / PARTNER have ever applied to be a green card holder (lawful permanent resident) of the united States ? *

Yes

D1. Was your SPOUSE / PARTNER ever a United States citizen? *

Yes

D2. Was your SPOUSE / PARTNER ever a green card holder (lawful permanent resident) of the United States ? *

Yes

E. On the last day of the tax year, did your SPOUSE / PARTNER have a visa ? *

Yes

Visa type *

Immigration status *

F. Did your SPOUSE / PARTNER ever changed your visa type (nonimmigrant status) or U.S. Immigration status ? *

Yes

Date of the change *

Nature of the change *

H. Number of day (including vacation, nonworkdays and partial days) your SPOUSE/ PARTNER was present in the United States

Number of days of physical presence in the USA during the tax year to file: *

#days in year before: *

#days Two years before: *

I. Did your SPOUSE / PARTNER ever file a U.S. income tax return for any prior year ? *

Yes

Latest form filed (ex. 1040, 1040NR, etc.) : *

Tax year of last tax form filed: *

Section B - spouse / partner
US citizens & green card holders

Did your spouse / partner earned employment income and/or self-employment income in the year to report? *

Yes

A. Of what country or countries your SPOUSE / PARTNER is a citizen/national?
There may be multiple answers. *

B. From what date have your SPOUSE / PARTNER have been residing in Canada ? *

C. During the tax year that you wish to file, was your SPOUSE / PARTNER an owner or a tenant ? *

Owner

Tenant

D. What is the name of your SPOUSE / PARTNER's employer? *

D. What are the terms of employment of your SPOUSE / PARTNER (ex. Permanent employee) ? *

E. Enter the type of visa under which your SPOUSE / PARTNER entered Canada (ex. work visa, citizen, etc.) : *

Dependents

Dependent 1 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

Is a U.S. citizen *

Yes

I don't know

Does this dependent have to file a US return?

This will be the case if she is an American citizen and has income, for example.

Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.

Yes - I understand that this dependent need to create a separate profile on the platform.

Dependent 2 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

Is a U.S. citizen *

Yes

I don't know

Does this dependent have to file a US return?

This will be the case if she is an American citizen and has income, for example.

Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.

Yes - I understand that this dependent need to create a separate profile on the platform.

Dependent 3 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

Is a U.S. citizen *

Yes

I don't know

Does this dependent have to file a US return?

This will be the case if she is an American citizen and has income, for example.

Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.

Yes - I understand that this dependent need to create a separate profile on the platform.

Dependent 4 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

Is a U.S. citizen *

Yes

I don't know

Does this dependent have to file a US return?

This will be the case if she is an American citizen and has income, for example.

Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.

Yes - I understand that this dependent need to create a separate profile on the platform.

Dependent 4 -

IDENTIFICATION -> Dependents -> [First name] [Last name]

Is a U.S. citizen *

Yes

I don't know

Does this dependent have to file a US return?

This will be the case if she is an American citizen and has income, for example.

Most dependants does not need to file a tax return. Please consult our tax experts if you are not sure what to answer.

Yes - I understand that this dependent need to create a separate profile on the platform.

Documents to provide

Please select all documents related to your situation. We need a complete file to start our analysis.

Please do not provide the canadian tax documents on this platform (T3, T4, T5, etc..) as we do not need them. We will instead use your canadian tax return as they are included there already.

If your files have passwords, please indicate this in the comments section otherwise processing may be delayed.

Essential documents

Last U.S.A. income tax return

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Are you already provided your US direct deposit informations to Effisca? *

Yes

Do you have a bank account IN the USA with a US bank? *

Yes

Check specimen for direct deposit (U.S.A. Bank only)

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Income

Income (U.S. residents, US citizens or green card holders only)
Check all that applies to you and / or your spouse / partner. *

Income from Canadian source : Copy of your Canadian income tax return

Income earned in a TFSA (Tax Free Savings Account)

Income earned in a RESP (Registered Education Savings Plan) -including grants

Income erned in a FHSA (First Home Account)

Sale of principal residence

Sale of real estate other than principale residence (no matter in which country)

No income from these types of income.

Copy of your Canadian income tax return *

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Download the questionnaire about disposition of principal residence and upload it here after filing it.

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How many principal residences were sold during the year? (50.00 $ per sale) *

Externe EFF : Building disposition - principal residence : 50.00

Download the questionnaire for building history and upload it here after filing it.

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How many buildings (other than principal residences) were sold during the year? (200.00$ per sale) *

Externe EFF : Building disposition (other than principal residence) - minimum price ... : 200.00

Income (if US resident, green card or citizen) *

Employment income; W2

Investment income: 1099-DIV, 1099-Int

Capital gains, 1099-B or a list of all transactions

Retirement and social security income 1099-R, SSA-1099

State / local tax refund 1099-G

Scholarship from the USA

Employment Insurance (unemployment) from USA

Welfare; Statement of benefits; FROM USA

Rental income (income & expenses) Only if building is in USA

Self-employment income

Economic Impact Payment - Notice 1444 - (Your Economic Tax Payment Letter) (2020 et 2021 only)

Schedule K-1

Advance payments received for Child Tax Credit - provide Letter 6419

No income

Income - All US non-resident alien *

Employment income; W2

State / local tax refund 1099-G

Scholarship from the USA

Self-employed (income & expenses)

Rental income (income & expenses) Only if building is in USA

Income subject to withholding; 1042-S

Schedule K-1

No income

Employment income: W2 *

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Investment income: 1099-DIV, 1099-Int *

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Capital gains, 1099-B or a list of all transactions *

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Retirement and social security income 1099-R, SSA-1099 *

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State / local tax refund 1099-G *

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Scholarship from the USA *

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Employment Insurance (unemployment) from USA *

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Welfare; Statement of benefits; FROM USA *

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Self-employed (income & expenses) Only if permanent establishment in the USA or deemed permanent establishment. Download the questionnaire. *

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Rental income (income & expenses) Only if building is in USA. Download the questionnaire. *

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Income subject to withholding: 1042-S *

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Economic Impact Payment - Notice 1444 - (Your Economic Tax Payment Letter) *

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Schedule K-1 *

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Advance payments received for Child Tax Credit - provide Letter 6419
Only for 2021 tax year *

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Other income type (specify)

Have you sold a property (building) in the United States while being a non-resident? *

Yes

How many properties (buildings) in the United States have you sold while being a non-resident? *

If you sold a property (building) in the USA (as a non-resident) *

Settlement statement when you bought the property (from the notary)

Settlement statement when you sold the property (from the notary)

Provide our building history questionnaire (from our website)

Form 8288 - Witholding taxes

Form 8288-A Statement of witholding taxes

Form 8288-B - Application for Withholding Certificate (if applicable)

Please upload the settlement statement when you bought the property. Its a legal document that you received. *

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Please upload the settlement statement when you sold the property. Its a legal document that you received. *

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Click here to download the Building history questionnaire, fill it in and upload it below.

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Form 8288 - Witholding taxes *

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Form 8288-A Statement of witholding taxes *

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Form 8288-B - Application for Withholding Certificate (if applicable) *

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Deductions & credits

Deductions & credits - USA citizens, green card holders or residing physically in the USA *

IRA or ROTH IRA, Official receipts

Tuition fees in USA

Interest paid on student loans in USA – Bank account statement

Charity donation in USA

Form 1098 (Mortgage interest and property taxes)

Child care expenses in USA

Other deductions (please describe)

None

Deductions & credit - non-residents *

Tuition fees from the USA

Interest paid on student loans in USA – Bank account statement

None

IRA or ROTH IRA, Official receipts *

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Tuition fees in USA *

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Interest paid on student loans in USA – Bank account statement *

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Charity donation in USA *

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Form 1098 (Mortgage interest and property taxes) *

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Child care expenses in USA *

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Other deductions : please describe what are the other deductions : *

Other deduction if applicable - add files below.

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Installment payments

Did you pay installment payments to the IRS or to a state? *

Yes

Please provide the documents of your installment payments paid to the IRS or any US states towards the tax year to file today. *

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USA Financial reporting

The financial questionnaire must be completed to disclose accounts outside the United States.

Different forms (8621, 8938, FBAR, etc.) arise from this questionnaire.

If you have income earned in a TFSA, FHSA or RESP, be sure to complete the appropriate sections of our financial questionnaire and upload it to the platform.

Note : Even if you file your FBAR yourself (not recommended), you must still provide our US Financial Questionnaire so we can figure out your Form 8938 obligations.

If you don't provide the US Financial Questionnaire and provide account statements instead, we will fill the questionnaire for you for an hourly fee. *

I and / or my spouse / partner will complete the financial questionnaire ourselves - no additional costs

Please fill it out for me - Minimum fee of 200.00 $

Please complete it for my spouse / partner - Minimum fee of 200.00$

Please complete it for me and my spouse / partner - Minimum fee of 2 X 200.00$

Please download the US Financial Reporting questionnaire, fill it and upload it.

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Please upload statements for all your accounts outside the United States including:
-RESP (Registered Education Savings Plan) - including grants
- TFSA (Tax-Free Savings Account) - FHSA (First Home Savings Account)
- RRSP (Registered Retirement Savings Plan)
- All bank accounts (savings account, checking account) - Investment accounts - Etc. *

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Donations (other than charities)

If you gave gifts of more than 17 000$USD (max for 2023) to anyone, give these information for each donation :

name of beneficiary

amount given

relation beetween you and the beneficiary

reason purpose why you made the donation (ex. to pay school, medical fees, etc.)

indicate if the beneficiary is an american person or not

Estimated costs

Do you need to file a STATE return, as an example New York, California or any other state tax return? *

Yes

Please check the different states in which must file an income tax return:

IDENTIFICATION -> Requestor -> [First name] [Last name]

AL Alabama

AK Alaska - NO INCOME TAX

AZ Arizona

AR Arkansas

CA California

CO Colorado

CT Connecticut

DE Delaware

DC District of Columbia

FL Florida - NO INCOME TAX

GA Georgia

HI Hawaii

ID Idaho

IL Illinois

IN Indiana

IA Iowa

KS Kansas

KY Kentucky

LA Louisiana

ME Maine

MD Maryland

MA Massachusetts

MI Michigan

MN Minnesota

MS Mississippi

MO Missouri

MT Montana

NE Nebraska

NV Nevada - NO INCOME TAX

NH New Hampshire

NJ New Jersey

NM New Mexico

NY new York

NC North Carolina

ND North Dakota

OH Ohio

OK Oklahoma

OR Oregon

PA Pennsylvania

RI Rhode Island

SC Caroline from the south

SD South Dakota - NO INCOME TAX

TN Tennessee - NO INCOME TAX

TX Texas - NO INCOME TAX

UT Utah

VT Vermont

VA Virginia

WA Washington - NO INCOME TAX

WV West Virginia

WI Wisconsin

WY Wyoming - NO INCOME TAX

Please check the different states in which must file an income tax return:

IDENTIFICATION -> Partner -> [First name of spouse/partner] [Last name of spouse/partner]

AL Alabama

AK Alaska - NO INCOME TAX

AZ Arizona

AR Arkansas

CA California

CO Colorado

CT Connecticut

DE Delaware

DC District of Columbia

FL Florida - NO INCOME TAX

GA Georgia

HI Hawaii

ID Idaho

IL Illinois

IN Indiana

IA Iowa

KS Kansas

KY Kentucky

LA Louisiana

ME Maine

MD Maryland

MA Massachusetts

MI Michigan

MN Minnesota

MS Mississippi

MO Missouri

MT Montana

NE Nebraska

NV Nevada - NO INCOME TAX

NH New Hampshire

NJ New Jersey

NM New Mexico

NY new York

NC North Carolina

ND North Dakota

OH Ohio

OK Oklahoma

OR Oregon

PA Pennsylvania

RI Rhode Island

SC Caroline from the south

SD South Dakota - NO INCOME TAX

TN Tennessee - NO INCOME TAX

TX Texas - NO INCOME TAX

UT Utah

VT Vermont

VA Virginia

WA Washington - NO INCOME TAX

WV West Virginia

WI Wisconsin

WY Wyoming - NO INCOME TAX

Alaska, Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming — do not levy a state income tax.
We will not include these in your quote unless.

For the next questions , please indicate how many times a service applies in your file.
Do not forget to include all family members who need a tax return.

Please note: you have rental income to declare in the Canadian return.
Your U.S. residency status also requires that you report this income to the United States.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income to the United States.
Make sure to indicate “yes” to the next question.

Do you have rental income to file in the US return? *

Yes

Please note: you have rental income to declare in the American return.
Your residency status in Canada also requires that you declare this income on the Canadian return.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income in Canada.
Make sure to indicate the correct number of rental schedules to declare in the rental income section of the Canadian questionnaire.

How many Rental income schedule will be declared in the US return? If you are non resident, only US rental income has to be reported. If you are resident, US citizen or green card holder, rental income from anywhere in the world needs to be reported. *

Please note: you have self-employment income to declare in the Canadian return.
Your U.S. residency status also requires that you report this income to the United States.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income to the United States.
Make sure to indicate “yes” to the next question.

Did you earn self-employment income?
If you are resident, US citizen or green card holder, self-employment income from anywhere in the world needs to be reported. *

Yes

Please note: you have self-employment income to declare in the American return.
Your residency status in Canada also requires that you declare this income on the Canadian return.
There are mechanisms to prevent you from paying taxes twice, but you must still report this income in Canada.
Make sure to indicate the correct number of self-employment schedules to file in the self-employment section of the Canadian questionnaire.

How many Business income (self-employment) will be filed?
If you are non resident, you probably don't need to report this income.
If you are resident, US citizen or green card holder, self-employment income from anywhere in the world needs to be reported.- *

Form 3520-3520A : How many TFSA accounts do you want us to report for your family? - 240.00$ per account *

Externe EFF : 3520-3520A - TFSA - per account : 240.00

Form 8621 : How many accounts that contains mutual funds or ETFs (outside USA) do you want us to file?
Do not count the registered accounts as they don't require filing form 8621. *

TIP: It appears you need to file both an FBAR Form and a Form 8938.
Save $75 by indicating a number of COMBO FBAR+8938 in the question below instead of indicating a separate number for the FBAR and the 8938!

COMBO 8938 + FBAR Specified Foreign assets
Save 75$ by choosing this combo. *

FBAR : How many FBAR do you want us to file? If a couple, you need two separate FBARs. *

8938 : How many Form 8938 do you want us to file? If a couple, you need two separate forms 8938. *

Form 5471 : If you are administrator / significant shareholder of a foreign company (including canadian), how many 5471 forms do you want us to report?
You must file one for each company outside the USA of which you are a significant shareholder or director. *

Financial statements for all companies within the scope of Form 5471 *

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Did you provide more than the 10 documents included in the base price? *

Yes

Count the number of excess documents to be invoiced and indicate it here.
Deduct 10 documents per tax return filed.(6.00$ / exceeding document) *

Externe EFF : Multiple tax documents (10 documents included) - per extra document : 6.00

Comments or additional notes

Do you have comments or additional information to provide?

Confirmation - USA

Please confirm that you understand that once the file is submitted, any additional documents may result in extra fee.
This is because an aditionnal document added will force us to reanalyse the whole file and redo verifications steps.
Please ensure nothing is missing before submitting the file. *

I confirm that nothing is missing and that additional charges may apply if documents were missing.

We need a complete file to start our analysis.

Please gather all your missing documents and return to complete your file. Everything you have done so far is saved.

Finalization

Additional options

Canada - deadlines and express service

About CANADIAN deadlines

New! Use our interactive due dates tools for personalized for custom advices!

Due date for most 2023 returns is April 30th 2024.

Exception : if you or your spouse / partner has self-employment activity, both of you can file on or before June 15th 2024, but you still have to pay before April 30th 2024.

Note that if you expect to receive tax refunds, no penalty is applied if you have no balance due.

Please note that our regular processing time is minimum 6 or 7 weeks and that our express service processing time is around 21 business days (around 28 calendar days).

Do you need the express service for the canadian returns? *

Yes (+extra fees per return)

U.S.A. - deadlines and express service

About AMERICAN deadlines

New! Use our interactive due dates tools for personalized for custom advices!

The deadline to avoid penalties for 2023 returns is June 15th, 2024 for USA citizens or residents living outside the USA. If you live in the USA, the deadline is April 15th, 2024.

If you are non-resident, the date is April 15th, 2023, but you can ask for an extension.

The extension has to be asked before April 15th, 2024

You can ask for an extension if you need more time to file. The extension must be asked before the regular due date. We can help you file an extension if you need more time to file

Note that if you are entitled to refunds, you will generally not have penalties even if you file after the date of April 15th, 2024.

Be sure that this is the case, otherwise, you will have penalties.

Note that other financial reporting forms (FBAR, 3520, 8621, etc.) have different filing dates that need to be respected.

Please consult our actual processing times and consider Express service to avoid penalties.

Please note that our regular processing time is minimum 6 or 7 weeks and that our express service processing time is around 21 business days (around 28 calendar days).

Do you require the express service for the USA returns? *

Yes (+extra fees per return)

Conditions and pricing

Pricing

In the eventuality some elements have not been identified at the moment of your self-evaluation, I will be contacted to seek my approval for the price.

I understand that if I provide more than 10 tax documents per person, an additional 6.00$ per tax document will be added to my invoice.

Externe EFF : Multiple tax documents (10 documents included) - per extra document : 6.00

I accept these princing terms.

Please select and confirm the items mentioned above.

Terms and conditions

You must e-sign the returns before we can transmit them to the governement.

Once the return is given to you for approval, you will have the opportunity to make an appointment for review with the tax professional, if necessary. The revision is done in consultation at an hourly rate.

Due to the approximative nature and variable traffic, we do not guarantee the processing time. We will not be responsible in any way in case of late filing penalties or interests related to eventual delays in our processing time estimates.

Treatment delays begin once all your documents are received by us (complete file).

For double-verification purposes, we will download your current tax data directly from the CRA and Revenu Québec website.

I accept these terms and conditions.

Please select and confirm each item mentioned above and sign below.

If you were given a payment code to enter.

Please enter the deposit you have made beforehand. *

CANADA
We need a complete file to start our analysis.

Please gather all your missing documents and return to complete your file. Everything you have done so far is saved.

UNITED STATES
We need a complete file to start our analysis.

Please gather all your missing documents and come back to complete your file.

Then check YES to the question “Have all the necessary documents above been uploaded? (in the Confirmation – United States section).

Everything you have done so far is saved.

Continue

Please provide your email to receive the self-quote. *

I accept that Effisca processes this data to provide me with an estimate. *

Yes