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General Enquiry
Ask a question, request a quote, or get pointed in the right direction. The quickest way to start a conversation.
Forms & Documents Centre
Every form you might need. Most are filled in directly in your browser and sign with your finger on a phone or tablet. The two tax interview sheets are fillable PDFs you download, complete, and email back.
New client? Start with these three.
Every new client completes the same starter pack. It takes about 15 minutes and means your first real meeting is spent on advice rather than admin.
All forms
Choose a Form
Forms you fill in here come straight to Mona, and you can save or print a copy for your own records from within any form.
The tax interview sheets work differently: download the PDF, fill it in, then email it to taxinfo@msacpa.ca together with your slips, statements and receipts. Put your full name in the subject line — that one address covers completed sheets and supporting documents alike.
If you would rather not put your SIN in an email, leave it off the sheet and telephone it to us on 604-625-6260.
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Appointment Request
Request a consultation or a meeting about a specific service, with your preferred dates and meeting format.
Fillable PDF
Personal Tax Interview Sheet (T1)
You, your spouse and up to four children on one sheet. Income sources, dependants, RRSP and FHSA contributions, medical expenses, donations, rent, and newcomer information.
Fillable PDF
Corporate Tax Interview Sheet (T2)
Corporation details, shareholders, business accounts, books and records, shareholder transactions, and the year's income and expenses.
Signature required
New Client Intake Sheet
General business and personal information, prior accountant details, and your SIN or business number.
Guidance
CRA Direct Deposit
How to get your refund paid straight into your account. Banking details are never collected by form or email — the two safe routes are explained here.
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Document Checklist
An interactive checklist of everything to gather before your return is prepared — T4s, T5s, RRSP slips, receipts, and more.
Excel worksheets
Situation Worksheets
Some situations need more detail than the interview sheet collects, so they have their own worksheets. Fill one in here — the totals work themselves out as you type — then download it as a spreadsheet and email it to us with your interview sheet.
Use whichever apply to you. They go alongside your interview sheet, not instead of it, and most people need none of them.
Fill in online
Rental Property Worksheet
One per property. Rent received, expenses, and the split when you rent out only part of your home. Includes a vehicle section for trips to the property.
Fill in online
Business / Self-Employment Worksheet
Income and expenses for sole proprietors, contractors, and rideshare or delivery drivers. Vehicle and home office sections included, apportioned automatically.
Fill in online
Mileage Log
A trip-by-trip record with odometer readings, which is what the CRA expects if a vehicle claim is ever reviewed. Works out your business-use percentage for you.
Every worksheet downloads as a spreadsheet. Hit Download as spreadsheet at any point and you get an .xlsx laid out the way our worksheets are, with the formulas live — so you can keep working in Excel if you prefer, or just keep a copy for your records. Nothing is lost either way.
Fill in online
Taxi / Rideshare Driver Worksheet
For Uber, Lyft and taxi drivers. Fares, tips, platform fees and vehicle costs, with the business share worked out from your kilometres.
Fill in online
Commission Employee Worksheet
For employees paid by commission who pay their own expenses. Needs a signed T2200 from your employer — vehicle and home office included.
Fill in online
Student Worksheet
Tuition, scholarships, student loan interest and moving costs. Attach your T2202 — we can't claim tuition without it.
Fill in online
Newcomer to Canada Worksheet
For your first return after arriving. Date of entry, world income before and after, foreign tax paid and foreign property.
Fill in online
Property Sale Worksheet
Sold a rental, second home or investment property? Purchase and sale figures, renovations and commission, worked through to the capital gain.
Fill in online
Investments & Securities Worksheet
Stocks, ETFs and mutual funds outside a registered account. T5008 proceeds, adjusted cost base, commissions and carrying charges.
Before you start
How These Forms Work
Can I sign on my phone?
Yes. Every form that needs a signature uses a signature pad that works
with your finger or a stylus on a phone or tablet, and with a mouse or trackpad on a computer.
It’s the same component either way.
Where does my submission go?
Directly to info@msacpa.ca, where
Mona reviews it personally. You’ll see a confirmation on screen as soon as it’s sent.
Can I save a copy for myself?
Yes — every long form has a “Save / print a copy” button that produces a
clean printable version you can save as a PDF before submitting.
How do I send documents with my SIN or banking details on them?
Not by email or web form — neither is a secure channel. Tell us on
the relevant form that the information applies to you, and Mona will arrange a safe way to
receive it. For banking details specifically, you can set up CRA direct deposit yourself in
about two minutes — here's how.
I’d rather fill these in on paper.
That’s fine — use the print button on any form to get a blank printable
copy, or get in touch and we’ll arrange it.
Not sure which form you need?
Ask — it takes a minute and saves you filling in the wrong thing.