Before booking an appointment, please take this short quiz to determine if you're eligible for our free tax filing service. This ensures we can assist you effectively.
1. Is your annual income above the threshold shown in the chart below?
| Family Size | Total Family Income |
|---|---|
| 1 person | $35,000 |
| 2 people | $45,000 |
| 3 people | $47,500 |
| 4 people | $50,000 |
| 5 people | $52,500 |
| More than 5 people | $52,500, plus $2,500 for each additional person |
2. Are you self-employed?
Self-employed: You work for yourself and are responsible for reporting your own income, expenses, and taxes instead of having an employer deduct them. (e.g. Uber driver, ETSY business, Consultant, Personal Trainer)
2a. Is your total self-employment income over $1,000?
2b. Did you claim any expenses under self employment?
2c. Are you registered for GST/HST under self-employment?
3. Do you have business income/expenses?
Business income: money earned from any activity carried out for profit, including sales, services, or freelancing, whether full-time or part-time (e.g. uber earnings)
4. Do you have rental income/expenses?
*Rental income: income you earn from renting out your own properties
*Rental expenses: expenses you incur to earn rental income
5. Do you have interest and other investment income over $1,000?
Investment income: earnings from investments such as interest, dividends, capital gains, and rental income (e.g. bank accounts, term deposits, GICs and other similar investments, Canada savings bonds, treasury bills, earnings on life insurance policy, foreign income)
6. Do you have capital gains/losses?
Capital Gains/Losses: sell or dispose of an asset for more or less than its original cost, with gains being taxable and losses potentially deductible against gains.
7. Have you declared bankruptcy in the past year?
Bankruptcy: legal process where an individual or business declares inability to repay debts in the past 4 years.
8. Are you filing for a deceased client?
9. Do you own foreign property (T1135) over $100,000 (CAD)?
Foreign Property: assets held outside Canada, such as real estate, stocks, or bank accounts.
10. Do you have foreign income?
Foreign Income: any income earned outside Canada, including employment, business, pensions, or investments. (e.g. US Social Security Benefits)
10a. Do you have US Social Security Benefits?
10b. Do you have foreign income (including foreign pensions)?
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals whose total annual income, according to their family size, exceeds the thresholds from the given table.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for those who are working for themselves and have income over $1,000.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for those with expenses related to self-employment income.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for those registered for GST/HST and are working independently without being employed by another.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals who have earned money from a business activity.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals who have earned income from renting their own properties or incurred rental expenses.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals who have earnings from investments over $1,000.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals who have experienced a gain/loss after selling or disposing of an asset.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals who have declared inability to repay debts (in the past four years).
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for complex tax situations which include filing for a deceased client.
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals who have assets held outside Canada over $100,000 (CAD).
Thank you for taking the time to complete our quiz!
Thank you for taking the time to complete our quiz! Unfortunately, due to CVITP guidelines, we are unable to file for individuals earning income outside of Canada.
Thank you for completing our quiz. You can now book an appointment with UBC TACS to file your taxes.
Before your appointment, please review our FAQ for important information: