Employment expenses
For expenses you paid personally as an employee. Use one copy per employer.
Download form 02Client forms · 2025 tax year
Your tax return starts here.
Download your intake forms, save your answers and return them through your private client upload link. Start with the main form and complete only the additional forms that apply.
Three simple steps
Download. Complete. Return securely.
Choose your forms
Everyone starts with form 01. Self-employed clients also use form 07. Read the guide for help choosing the rest.
Save your answers
Download the PDFs, open them in Adobe Acrobat Reader, and save a copy with your name and tax year. Close and reopen the saved file to check your answers.
Use your private link
Return completed forms and records using the client upload link supplied by Arsen Accounting. Contact Elena if you need a link.
Have bookkeeping reports or T slips?
Attach them. You do not need to re-enter figures already shown in those records. Enter only missing figures and answer the other questions that apply.
Authorize us with the CRA
Use our step-by-step guide to add Elena Arsen as your representative, confirm a request, or arrange an alternative.
Open the CRA authorization guide →START HERE · FORM 00
Which forms do I need?
The two-page guide explains which questionnaires to use, how to save your answers and how to return your records.
Download the Start here guideFOR EVERY PERSONAL RETURN · FORM 01
Main personal tax intake
Complete pages 1–5 and only the optional worksheets on pages 6–8 that apply. Couples may share one main form; follow the supplementary forms’ instructions for separate copies.
Download fillable PDFComplete only what applies
Additional intake forms
These questionnaires are for the 2025 tax year. Contact Elena for a different year, a corporate return, or help deciding which forms to complete.
Rental income and expenses
For a rental property in Canada or abroad. Use one copy per property.
Download form 03Foreign property — detailed
Use when Elena requests detailed foreign-property information. The Start here guide explains when to use form 04 or form 08.
Download form 04Foreign income — year of arrival
For foreign income after Canadian tax residency began in 2025. Also complete form 06; avoid repeating the same income on form 09.
Download form 05Arrival, departure and residency
For a move into or out of Canada, or questions about tax residency. Use one copy per person.
Download form 06Business income, self-employment and GST/HST
For sole proprietors and partnerships. Use one copy per business. Home-office and vehicle sections are included.
Download form 07Foreign property — simplified
An alternative to form 04. Check the Start here guide or ask Elena which foreign-property worksheet applies.
Download form 08Foreign income and foreign taxes
For other foreign income and foreign taxes. Use form 05 instead for the same arrival-year income.
Download form 09Prefer to download everything?
Get all nine fillable questionnaires and the Start here guide in one ZIP file. After extracting it, complete only the forms that apply.
Download the complete 2025 package (ZIP, 335 KB) ↓Before you return your forms
Where do my completed forms go?
The downloads do not submit your answers automatically. Save your completed copy and return it through the private upload link provided for your file. Do not send SINs or tax documents through the general website inquiry form or ordinary email.
Can I fill them out in my browser?
A browser may display the PDF, but downloading it and opening it in Adobe Acrobat Reader is the recommended workflow. Save, close and reopen the file to make sure your answers remain. You may also print and complete it by hand.
Do I need to complete every questionnaire?
No. Start with form 01 and complete only the additional forms that apply. The guide helps you choose. If you are unsure, ask Elena before completing extra forms.
Are these CRA filing or authorization forms?
These are Arsen Accounting intake questionnaires. They do not authorize CRA access or electronic filing. Engagement and any required filing authorizations are handled separately.
Need help or a private upload link?
Contact elena@arsenaccounting.com or (647) 297-4126. Please keep the initial message to general questions and contact details.