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Completing a Client Questionnaire
Completing a Client Questionnaire

This guide talks about everything you need to know about client questionnaire.

Nitin avatar
Written by Nitin
Updated over a week ago

The Taxbotic client questionnaire is curated keeping in mind two things.

  • All information that the accountants require to file client taxes is included.

  • Clients are not asked too many questions which are irrelevant and a waste of time.

With this in mind, we have curated the tax questionnaire to keep the tax information collection smooth and less cumbersome for both accountants and their clients.

The questionnaire is divided into three broad sections.

  1. Essentials - All questions are mandatory in this section. It includes all questions that the accountant has to fill on a client's tax return. Without these, the return cannot be filed even if it is a nil return. This section includes follows additional sub-sections.

    • Personal Information - This includes information such as names, addresses, date of birth and sin number.

    • Residency Information - Your taxes calculation depends on where you resided during the tax year. This section helps collect information about that.

    • Family Information - A lot of tax credits applicability depends on your spouses and dependents. So, this section helps determine that. In addition, if you are filing returns together with your spouses, this section lets accountants know about that.

    • Other Information - This section includes other mandatory questions that need to be answered on a tax return.

  2. Discovery - In this section, Taxbotic tries to understand what all applies to you from a tax perspective. Choose carefully what applies to you in the boxes. The questions in the next section as based on your responses here.

  3. Questionnaire - This is where we collect information about your income types. These questions are in addition to the documents that you will be providing your accountants. While documents cover most information, these questions are designed to make it easier for you and your accountants to navigate the T1 process. All documents will be collected at a later stage. This questionnaire section covers the following income types.

    • Employment Income - Consists of salary, wages, allowances, overtime pay, annuity, directors' fees, bonuses etc.

    • Self-Employment Income - Carrying on a "trade or business" as a sole proprietor, an independent contractor, or some form of partnership.

    • Pension Income - Income earned from a government or private pension fund.

    • Interest and Dividends - Income earned from investments without selling them

    • Capital Gains and Losses - A profit or loss from the sale of property or an investment

    • Rental Income - Money collected by a landlord from a tenant or other rental property

    • Foreign Income - Income earned outside Canada

    • Other Income - Tips, Royalty, Bursaries etc.

    • Deductions - Consists of everything that you can deduct for tax purposes. This section can be left blank if nothing applies to you. To save your responses, make sure you click on "Save and Continue".

    • Principal Residence - Consists of questions about the principal residence if you sold one

Your responses in the three sections above determine the documents that need to be requested from you. So, fill out the responses correctly.

Things you should know

  • Each income type in the questionnaire section has an optional question at the end. So, if something is missed in the questionnaire, use this box to provide missed information.

  • The questions are linked to different sections of the workflow and documents to be requested. So, it is important that these sections are completed in the order they are set up.

  • Look for the answered stamp to make sure a question has been answered.

  • Most questions have an "info" sign at the end of the question. Clicking on this opens a pop-up that shares additional information about the question. We have added notes for all questions that might be difficult to understand.

  • Always check to make sure you have answered all sections and income types. The easiest way to make sure of this is to check the left panel for completion tickmarks. You will not be able to submit the information to your accountant without completing these sections.

    Note - You don't have to complete all of these income types if they don't apply to you. Only income types that apply to you will show up on the left panel based on your selections.

  • If you miss completing some of the questions, you will get a chance to review these in the submit window.

๐Ÿ’ก Tip

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