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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, and email it to taxinfo@msacpa.ca along with your slips and receipts. Put your full name in the subject line.
Everything else goes to docs@msacpa.ca. If you would rather not put your SIN in an email, leave it off 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
Rental & Business Income Worksheets
Rental property and self-employment income need more detail than the interview sheet collects, so they have their own worksheets. Fill them in right here — the totals work themselves out as you type — then submit, and download a spreadsheet copy for your records.
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.
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.