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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, fillable directly in your browser. Where a signature is required you can sign with your finger on a phone or tablet, or with a mouse on a computer — no printing, scanning, or apps.
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
Completed forms come straight to Mona. You can save or print a copy for your own records from within any form.
Documents go separately: email your slips, statements, and receipts to docs@msacpa.ca with your full name in the subject line. Your SIN is the one thing that shouldn’t go by email — enter it on the interview sheet instead, where it’s encrypted in your browser before sending.
No signature
Appointment Request
Request a consultation or a meeting about a specific service, with your preferred dates and meeting format.
Signature required
Personal Tax Interview Sheet (T1)
Income sources, dependants, RRSP/TFSA contributions, medical expenses, donations, and the other details needed to prepare your personal return.
Signature required
Corporate Tax Interview Sheet (T2)
Fiscal year details, shareholder information, major transactions, and corporate changes during the year.
Signature required
New Client Intake Sheet
General business and personal information, prior accountant details, and your SIN or business number.
Legal document
E-signature
Engagement Letter
Sets out the scope of work, responsibilities, and fees. Signed through a dedicated e-signature service so there’s a proper audit trail.
Legal document
E-signature
CRA Authorization (AUT-01)
Authorizes M Setia Accounting Inc. to deal with the Canada Revenue Agency on your behalf.
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.
No signature
Document Checklist
An interactive checklist of everything to gather before your return is prepared — T4s, T5s, RRSP slips, receipts, and more.
Signature required
PIPEDA Privacy Consent
Your consent to how we collect, use, store, and protect your personal information, under Canada’s federal privacy legislation.
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.
Why do the Engagement Letter and CRA Authorization use a different signing tool?
Those two are legal documents. They’re signed through a dedicated
e-signature service that records IP address and timestamp, producing an audit trail that
stands up if the signature is ever questioned. A simple drawn signature isn’t enough for
documents of that weight.
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.