WebPal Application

Taxes (fr)

If you file a tax return in your country of residence (or any other country), select Yes and provide a copy of the tax return in the Documents Upload section

Taxes

If you pay income taxes on your income and/or any social taxes to the government, enter those amounts here.

Taxes

If you pay income taxes on your income and/or any social taxes to the government, enter those amounts here.

Other Tax Related Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories

Taxes

If you pay income taxes on your income and/or any social taxes to the government, enter those amounts here.

Other Tax Related Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories

Donations

Enter the total amount of charitable donations you will make in each year.

Medical Expenses

Enter the total amount of medical expenses paid in each year, less any amounts covered by insurance. If the amount is over a certain threshold, a box will appear allowing you to provide further details about what comprises these medical expenses.

Childcare Costs

Enter the total costs you pay for daycare or a childcare worker for all of your children. NOTE: This may be different from the amount you are able to deduct on your tax return for these costs.

Do not enter the amount you are paying for any schooling for any/all of your children; that is covered in the Dependent Information page of the application.

Support Payments

Enter any spousal alimony or child support payments paid.

If you are not making the support payments laid out in the separation agreement, enter what you are paying as opposed to what is in your agreement.

Pension Contributions

Enter any income that is deducted by your employer for employee pension plan contributions.

If you contribute through your taxes to a government run pension plan in your country, do not enter the amount being contributed here as that should be included in your taxes in the next section.

Enter any pension plan contributions that you have made or plan to make in the requested years.

Do not enter the total value of your pension plan here, only enter the amount you will be contributing towards them each year.

Union or Professional Dues

Enter any union and/or professional dues that you pay. If you are self-employed and this expense is already captured as a business expense, do not enter this expense again here.

Pension Contributions

Enter any income that is deducted by your employer for employee pension plan contributions.

If you contribute through your taxes to a government run pension plan in your country, do not enter the amount being contributed here as that should be included in your taxes in the next section.

Enter any pension plan contributions that you have made or plan to make in the requested years.

Do not enter the total value of your pension plan here, only enter the amount you will be contributing towards them each year.

Union or Professional Dues

Enter any union and/or professional dues that you pay. If you are self-employed and this expense is already captured as a business expense, do not enter this expense again here.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Farming & Fishing Income

Enter the total amount of any farming and/or fishing income that you receive.

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Farming & Fishing Income

Enter the total amount of any farming and/or fishing income that you receive.

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Trust Income

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Trust Income

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Partnership Income

NOTE: If you are incorporated, ensure that you are not accidentally filling out the income for your corporation here. This section is only for personal income.

If you have not yet filed your tax return for a given year, estimate your income and expenses for the requested years. Use your most recently filed taxes as a guide along with knowledge of if this year is similar, better, or worse than that year for the business.

Enter the total net amount of any partnership income that you receive after any expenses. If you have more than one partnership, enter the total net income from all self-employed sources.

Partnership Income

NOTE: If you are incorporated, ensure that you are not accidentally filling out the income for your corporation here. This section is only for personal income.

Enter the total net amount of any partnership income that you receive after any expenses. If you have more than one partnership, enter the total net income from all self-employed sources.

Rental Income

The gross rental income is the total rental income received in a year before any expenses are taken out, and net is after expenses. For each year, enter the total amount of rent from any rental property that you own personally. If you own a corporation and that corporation owns rental properties, do not enter that income here as that is not personal income. Any income you derive from a corporation owning rental properties would be paid out in a different fashion.

If the family owns the rental property with any other parties, enter only the percentage that is due to your family.

The net rental income is the amount of income received after all expenses are considered.

If you own more than one rental property, enter the total net rental income that you receive from all properties together.

If this is your first year owning the rental property and you have not yet filed taxes relating to its income, you will need to estimate the net value.

Rental Income

If the family owns the rental property with any other parties, enter only the percentage that is due to your family.

The net rental income is the amount of income received after all expenses are considered.

If you own more than one rental property, enter the total net rental income that you receive from all properties together.

If this is your first year owning the rental property and you have not yet filed taxes relating to its income, you will need to estimate the net value.

Retirement Income and/or Pensions Received

Enter any pension income received. Add together any pension received from an employer’s pension program and any government provided pension.

If you split your pension with your spouse, enter the amount that each spouse reports after the split to avoid double counting the split portion.

Retirement Income and/or Pensions Received

Enter any pension income received. Add together any pension received from an employer’s pension program and any government provided pension.

If you split your pension with your spouse, enter the amount that each spouse reports after the split to avoid double counting the split portion.

Investment Gains or Losses

Business Income

NOTE: If you are incorporated, ensure that you are not accidentally filling out the income for your corporation here. This section is only for personal income.

Enter the total net amount of any business income that you receive after any business expenses. If you have more than one business, enter the total net income from all self-employed sources.

Business Income

NOTE: If you are incorporated, ensure that you are not accidentally filling out the income for your corporation here. This section is only for personal income.

Enter the total net amount of any business income that you receive after any business expenses. If you have more than one business, enter the total net income from all self-employed sources.

Alimony/Child Support

Enter any spousal alimony or child support payments received, which may either be taxable or non-taxable.

If you are not receiving the support payments you are entitled to in the separation agreement because the other parent either isn’t paying reliably, isn’t paying what they should, or isn’t paying at all, enter what you are receiving as opposed to what is in your agreement.

Alimony/Child Support

Enter any spousal alimony or child support payments received, which may either be taxable or non-taxable.

Alimony/Child Support

Enter any spousal alimony or child support payments received, which may either be taxable or non-taxable.

Actual Dividends Received from Investment

Enter any dividend income that you receive from investments. If you own a significant portion of the corporation, then enter that income in the Business Income or Partnership Income sections as appropriate.

Taxable Interest and Exempt Income

Enter any income that you receive in the form of interest, other investment income, or tax-exempt income from any investments that you may own.

Alimony/Child Support

Enter any spousal alimony or child support payments received, which may either be taxable or non-taxable.

Actual Dividends Received from Investment

Taxable Interest and Exempt Income

Enter any income that you receive in the form of interest, other investment income, or tax-exempt income from any investments that you may own.

History Section (fr)

Other Investments (fr)

If you have investments other than securities such as paintings or if you have lent funds in the form of a mortgage provide their value here and then describe them in the description box that appears. Do not accidentally enter the value of any mortgage you have outstanding against your property that you are paying.

Other Sources of Financial Assistance

Enter who or what organization is providing the financial assistance from the question above. i.e. a grandparent or other family member, scholarship from the school separate from this financial aid, charitable organization, etc.

Other Sources of Financial Assistance

Post Secondary Studies Details

Enter what course of studies this applicant will be pursuing in their post-secondary education.

Post Secondary Studies Details

Enter what course of studies this applicant will be pursuing in their post-secondary education.

Separated Family Information

Enter the amount of any of financial assistance that the other parent plans to provide towards the student’s educational costs.

Separated Family Information

Enter the amount of any of financial assistance that the other parent provided towards the student’s educational costs.

Separated Family Information

If you have a separation agreement with the other parent that specifies that they contribute towards education expenses separately from any child/spousal support, select ‘Yes’. In the Dependent Information section, you will need to enter what each parent can provide towards the educational costs of all children. If the separation agreement specifies that the parent needs to provide funds for education, but they are not providing those funds, still select ‘Yes’, and provide further details in a note at the end of the application.

Separated Family Information

Provide an estimate of their upcoming earnings if you are able.

Separated Family Information

Enter the other parent’s company that they work for. If you are not sure if this information is up to date, you can enter the most recent information you have for their line of work and provide further details in a note at the end of the application.

Separated Family Information

Enter the other parent’s line of work. If you are not sure if this information is up to date, you can enter the most recent information you have for their line of work and provide further details in a note at the end of the application.

Separated Family Information

Select if you are Divorced or Separated and on which date that occurred. If you were never in a relationship with the other parent, you can leave this selection blank.

Separated Family Information

Select if you are Divorced or Separated and on which date that occurred. If you were never in a relationship with the other parent, you can leave this selection blank.

Separated Family Information

Enter the other parent’s home address. If you are not sure if the provided address is still current, you can enter the most recent address that you have for the other parent.

Living Cost Contributions

For anyone who is assisting with your living expenses, enter their name, their relationship to you (i.e. grandparent or family friend), and the amount that they are providing monthly to assist.

If the amount that they provide varies month-to-month, enter an estimate of the average amount provided each month. If these funds are coming from another country, ensure that they are entered in the same currency as the rest of the application.

Contributions aux frais de subsistance

Pour toute personne qui vous aide à payer vos dépenses courantes, indiquez son nom, sa relation avec vous (ex. : grand-parent, ami de la famille) et le montant mensuel qu’elle vous verse.

Si le montant varie d’un mois à l’autre, indiquez une estimation de la moyenne mensuelle. Si ces fonds proviennent d’un autre pays, assurez-vous de les inscrire dans la même devise que le reste de la demande.

Living Cost Contributions

For anyone who is assisting with your living expenses, enter their name, their relationship to you (i.e. grandparent or family friend), and the amount that they are providing monthly to assist.

Dependents Receiving Corporate Income

For any of the dependents noted above who are receiving income from your corporations, provide details as to how much income is paid out to each dependent, and if it is structured as dividend, interest or salaried income.

Monthly Personal Debt Payments

Enter any amounts that you are paying to pay down any of the debt recorded in the above questions. Do not enter how much you monthly pay on your credit card bills as a part of daily living expenses. Only enter any amounts that you are paying to reduce the total debt owing.

Renting and Owning

If you are paying rent and own a home that is not rented out, please provide some details to help us understand your current situation. e.g. are you in the process of moving either to or from the rental to an owned home, do the parents live in different cities for work, are you renovating your home and living in rental accommodations for a short time, etc.

Condo Fees - Property Taxes

If property taxes are included in your condo fees, select 'yes' in this question, and do not enter the property taxes again in the box for property taxes.

Other Tax Related Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories (i.e. the Primary Caregiver Tax Credit, Disability Tax Credit, etc.)

Other Tax Related Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories (i.e. the Primary Caregiver Tax Credit, Disability Tax Credit, etc.)

Medical Expense Details

If your medical expenses entered above are greater than a certain threshold, provide further details as to what comprises these medical expenses. For instance: braces, cancer treatment costs, out-of-country medical costs, etc. If they are a one-time item or ongoing costs, please note that here.

Support Payments - Non-Taxable Child Support

Enter any spousal alimony or child support payments paid. Child support is always non-taxable and spousal support is always taxable. If no separation agreement has been signed, then all support received is deemed to be child support, and non-taxable.

If you are not making the support payments laid out in the separation agreement, enter what you are paying as opposed to what is in your agreement.

Other Income

For any of the above entered items, select Yes if they are taxable income vs. non-taxable income. If multiple lines have been entered, select Yes if any of them are taxable.

Other Income

For any of the above entered items, select Yes if they are taxable income vs. non-taxable income. If multiple lines have been entered, select Yes if any of them are taxable.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Employment Insurance is taxable, and you will receive a T4(E) related to this income. You can enter the amount in Box 14 in the relevant year. If you have not yet received your T4(E), you can log into your My Service Canada Account to see your EI payments for the year.

If you are receiving disability payments, they can be either taxable or non-taxable depending on how they were originally set up. Enter the pre-tax amounts for the requested years in the relevant boxes. You will need to upload a copy of the most recent letter from the insurance company providing the payments. Many people only receive one letter from the insurance company when the benefits start and no annual update, if this is the only one that you have, AFS will accept it.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Dividends

Enter any dividends that were received from either your investments or from any corporations that you own. These amounts can be found on your T3 & T5s, or on Relevé 16 and Relevé 3 if in Quebec. Dividends will be listed as either “eligible” dividends or “other than eligible” dividends on each tax slip and should be added together to fill out this section. (All locations on the tax slips are highlighted in Green below).

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Dividends

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Dividends

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Dividends

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Income Sources

Check off any income sources that you received in either of the two years requested for the application.

(If filling out this application in Oct-Dec, the two years are this year and next year, if filling out the application in Jan-Sept, the two years are last year and this year).

Questions will appear on the Income section based on the items that are checked off here.

Income Sources

Check off any income sources that you received in either of the two years requested for the application.

(If filling out this application in Oct-Dec, the two years are this year and next year, if filling out the application in Jan-Sept, the two years are last year and this year).

Questions will appear on the Income section based on the items that are checked off here.

Other Income

Describe any other income that you received from your employer that you feel may not be covered by the above. If you would prefer to split out any bonus or commission income here as opposed to including it in the first box, you may.

Other Income

Other Taxable Benefits

Enter any taxable benefits other than Car or Housing costs paid by your employer that were included on your T4 as income.

Most other taxable benefits will be captured in Box 40 of the T4. All these boxes will appear in the bottom section of the T4 (Highlighted in Green).

For the Relevé 1, Most other taxable benefits will be in Box L (Highlighted in Green).

Other Taxable Benefits

Enter any taxable benefits other than Car or Housing costs paid by your employer that were included on your T4 as income.

Most other taxable benefits will be captured in Box 40 of the T4. All these boxes will appear in the bottom section of the T4 (Highlighted in Green).

For the Relevé 1, Most other taxable benefits will be in Box L (Highlighted in Green).

Child Support

Provide some additional details as to why child support is not being provided. If you have separated recently from the other parent and/or are still in mediation regarding support, please provide details as to what you are seeking and/or what you think is likely.

Child Support

Select “Yes” if the other parent provides child support. The amount of child support received will need to be entered on the Income page under proper section.

If the other parent does not provide child support, and they reside in Canada, a box will open allowing for additional details to be provided.

Not Employed Details

If you are a student, provide information about your course of studies and when you expect to graduate. If your graduation date is soon, please provide some details regarding your plans after graduation i.e. searching for work in that field at that time, enrolling for an additional degree, returning to stay-at-home parent status, etc.

If you are a stay-at-home parent, please provide some details on the highest level of education you have obtained, as well as any prior working experience. If you are a stay-at-home parent where the plan is for you to re-enter the workforce in a future year when your children are older, please provide some details regarding when you are planning on this, and what job you would be seeking at that time.

If unemployed, provide details about your last employment, how long you have been unemployed, your education level and/or number of years working in your trade, and what your expectations are in terms of finding employment. If you need to return to school to retrain, please provide some information about your course of studies and how long the schooling will last. If you became unemployed recently, please enter details in the Income and/or Notes section about any severance you have received, are waiting to receive, or are negotiating for. We will also require a copy of documentation regarding severance if you received any.

Home Based Business

For your business, select if its registered address is the same as your home and/or if it is primarily operated from your home.

Home Based Business

For your business, select if its registered address is the same as your home and/or if it is primarily operated from your home.

Business Type

For your business, select if it is a Sole Proprietorship/Partnership or an Incorporated business. Incorporated businesses are registered with the Federal and/or Provincial governments, must file financial statements annually, and are separate from your personal income tax return. Sole Proprietorships & Partnerships have the income reported on your personal income tax return.

Business Type

Legal Authority Confirmation

Please enter the names of all individuals who have legal authority to make the application on behalf of the student apart from yourself.

Confirmation de l’autorité légale

Veuillez confirmer si vous êtes la seule personne ayant l’autorité légale pour faire la demande au nom de l’élève. Si vous sélectionnez « Non », une case supplémentaire s’ouvrira pour permettre d’indiquer les noms de toutes les personnes autorisées à communiquer avec l’école pour l’élève.

Other Parent Occupation

Enter what the other parent's occupation or line of work is. If their current occupation is unknown at this time, you can enter unknown.

Other Parent Email

The email of the other parent to be entered. The application from the second parent will be charged a lesser fee than the first application. If the second parent is not seeing a reduced fee when they reach the payment section, check that both parents in the Family Makeup section have entered the email that the other parent is using for their application.

Separation Agreement

If you have a separation agreement with the other parent, select “Yes”. You will be required to provide a copy of this document later in the process.

Additional Comments

Please use this space to provide any additional details about you application and/or current situation that you feel may not have been captured in other parts of the application. There is also a place in the Document Upload section where a longer note can be uploaded as a part of your application.

Some items that may be helpful to include a note about: If your income is going to be changing for better or worse in the upcoming year, if there is a health concern that may affect a parent’s ability to work or may have significant medical expenses, if a new job is about to be started, if a new house is about to be purchased, etc.

Applicant Lives With

Check off all people that the applicant resides with on either a permanent or rotating basis.

Child Support

Select “Yes” if the other parent provides child support. The amount of child support received will need to be entered on the Income page under proper section.

If the other parent does not provide child support, and they reside in Canada, a box will open allowing for additional details to be provided.

Application Costs Covered

Select "Yes" if the application costs are covered by the school.

Amount of Aid Received

Enter the amount of any of aid that was received from the institution in the current year.

Cost Paid by Applying Parent

Enter the total amount that was or will be paid by the parents towards the school costs in the current academic year. This amount should only be the amount directly provided by the parents. If grandparents (or another source) provided funds for education, those should be entered in the 'From Other Sources' section.

Financial Assistance Received

Select if any Financial Assistance was received from the institution in the current academic year.

Current Grade

Enter the Grade or Year in college for the child for the current academic year.

Current Incidentals

List any incidental costs associated with the current year's schooling excluding the cost of uniforms. Incidental costs include: sports teams, school trips, mandatory school fees, etc.

From Other Sources

Enter any amount that was received from any other sources to assist with the child's educational costs (i.e. grandparents, other family members, charitable organizations, school scholarships).

Current School

Enter the school that the child attended in the current academic year. This is typically the school that your child is currently attending, but if you are switching schools mid-way through the current academic year and are applying for aid for both the current year and next year, put the school you are applying to here as well as what the tuition will be for the partial year your child would attend.

Current Travel Costs

List any travel costs if boarding (i.e. flight costs from home to school) and/or other costs such as school bussing or anything not covered under the incidental costs above.

Current Tuition

Enter the tuition charged by the institution for the current academic year.

Amount of Aid

Enter the amount of any of aid that was received from the institution in the current year.

Amount of Aid

Enter the amount of any of aid that was received from the institution in the current year.

Dependent Children

Enter the number of children who will be financially dependent on you in the upcoming academic year.

This includes all children who are residing in your household, including children that are not applying for financial aid, as well as any children in post-secondary school that are still financially dependent and any older children who are living in the house and not employed.

Parental Contribution

If you are separated, this box will split into two asking how much you paid last year, and how much the other parent paid. If the other’s parent’s contribution is unknown, then just enter your amount.

Parental Contribution

Financial Assistance Received

Select if any Financial Assistance was received from the institution in the current academic year.

Financial Assistance Received

Select if any Financial Assistance was received from the institution in the current academic year.

Grade or Year in College

Enter the Grade or Year in college for the child for the current academic year. For applicant children, this information will be automatically populated from your profile.

Grade or Year in College

Enter the Grade or Year in college for the child for the current academic year. For applicant children, this information will be automatically populated from your profile.

Incidentals, Sports Trips (excludes uniforms)

List any incidental costs associated with the current year’s schooling excluding the cost of uniforms. Incidental costs include: sports teams, school trips, mandatory school fees, etc.

Incidentals, Sports Trips (excludes uniforms)

List any incidental costs associated with the current year’s schooling excluding the cost of uniforms. Incidental costs include: sports teams, school trips, mandatory school fees, etc.

Other Sources

Enter any amount that was received from any other sources to assist with the child’s educational costs (i.e. grandparents, other family members, charitable organizations, school scholarships) and provide details in the box below.

Other Sources

Details

Provide details about aid that was received from any other sources to assist with the child’s educational costs (i.e. grandparents, other family members, charitable organizations, school scholarships) in the box below.

Details

Current School

This section is about the current school year and is all about the school that your children are currently attending. This is not the year that you are applying for, that is covered in the next section.

Ensure that all children who are still financially dependent on you are listed here. This includes all children who are residing in your household, including children that are not applying for financial aid, as well as any children in post-secondary school that are still financially dependent and any older children who are living in the house and not employed.

Any children who are applicants on this application will be listed first with some of their information automatically drawn from your profile. If that automatically populated information is incorrect, you will need to correct it in your profile. After the applicant children, you can list any other children in the household in any order. If space for the additional children is not showing, return to the Family Makeup page of the application and correct the question about the number of children financially dependent on you.

Current School

Travel Cost

List any travel costs if boarding (i.e. flight costs from home to school) and/or other costs such as school bussing or anything not covered under the incidental costs above.

Travel Cost

List any travel costs if boarding (i.e. flight costs from home to school) and/or other costs such as school bussing or anything not covered under the incidental costs above.

Tuition

Enter the tuition charged by the institution for the current academic year.

Tuition

Enter the tuition charged by the institution for the current academic year.

Dependents File Taxes

Enter if any of the children referred to above file tax returns. In the Document Upload section, you will be asked to provide a copy of the most recent Notice of Assessment for any children who file tax returns. If this is their first year filing and they have not yet received a Notice of Assessment, then a copy of their first four pages from the T1 General Tax Return can be submitted instead.

Family Composition

Select the appropriate option relating to the current situation regarding the applicant’s parents. If the parents are physically separated (typically due to working in different countries/cities), but are still together in the relationship, select “Applicant’s parents together”.

If the parents are not currently in a relationship, select “Single Parent or Applicant’s parents separated/divorced”. This applies even if the parents were never in a relationship or married. NOTE: Do not select this option if the parents are together, but only physically separated.

Select “No Other Parent” in cases of single-parent adoption, single-parent sperm donation/IVF, becoming a single parent guardian, etc. NOTE: If a second parent exists, even if their whereabouts are unknown, select “Single Parent or Applicant’s parents separated/divorced”.

Father Remarried

In cases where the applicant's parents are not together, please select "Yes" or "No" as appropriate if the father is remarried or living with a new partner. If you do not know the living situation for the other parent, select "No".

Financial Data Persons

Check the boxes for all individuals whose financial data is included on the application. If both parents are together, then it is mandatory that both parents' financial information is included on the application.

For Step-Parents, we recognize that these relationships span a wide range of financial involvement. If your finances are joined, please check off the Step-Parent here, and include their information in the rest of the application.

Separated Family Information

This entire section is only required if the other parent is not making their own application. If they are submitting an application of their own, then this entire section can remain blank.

For all the requested information here, enter what information you have about the other parent. If you do not have up to date information for any of the items requested, enter what you do know, and you can always provide additional information in the notes section at the end of the application if needed.

Mother Remarried

In cases where the applicant’s parents are not together, please select “Yes” or “No” as appropriate if either parent is remarried or living with a new partner. If you do not know the living situation for the other parent, select “No”.

Applying for Aid

Select if this child will be applying for aid.

Future Incidentals

List any incidental costs associated with the upcoming year's schooling excluding the cost of uniforms. Incidental costs include: school trips, mandatory school fees, etc.

Financial Assistance from Other Sources

Please enter any available financial assistance from other sources (i.e. grandparents, other family members, scholarships, religious communities, charitable foundations, etc.)

Parent Contribution

Enter the amount of any portion of fees that are able to be covered by the parent(s). This amount should only be the amount directly provided by the parents. If grandparents (or another source) provided funds for education, those should be entered in the 'From Other Sources' section.

École prévue

Indiquez l’école que l’enfant fréquentera ou à laquelle il postule pour la prochaine année scolaire. Si votre enfant postule à plusieurs écoles, elles seront toutes listées ici à partir de la section Informations générales sur la famille.

Si plusieurs écoles sont sélectionnées, remplissez le reste de cette section en fonction de la première école. Les montants seront ajustés pour les autres écoles selon les coûts scolaires différents.

School Type

Select which type of schooling the child will be enrolled in. If they are attending post-secondary school, please provide some details on what they are studying and their expected graduation date.

School Sports Costs

Enter any costs for sports teams run by the school. Ensure that these sports costs are not also listed earlier in the application in the non-school sports section.

Future Travel Costs

List any travel costs if boarding (i.e. flight costs from home to school) and/or other costs such as school bussing or anything not covered under the incidental costs above.

Future Tuition

Enter the tuition charged by the institution for the upcoming academic year.

Applying for Aid

Select if this child will be applying for aid.

Applying for Aid

Select if this child will be applying for aid.

Assistance Requested

This amount will be automatically calculated from the data in the remainder of the section. If this is not correct, please verify the information above.

Assistance Requested

This amount will be automatically calculated from the data in the remainder of the section. If this is not correct, please verify the information above.

Incidental Costs

List any incidental costs associated with the upcoming year’s schooling excluding the cost of uniforms. Incidental costs include: school trips, mandatory school fees, etc.

Incidental Costs

List any incidental costs associated with the upcoming year’s schooling excluding the cost of uniforms. Incidental costs include: school trips, mandatory school fees, etc.

Parental Contribution

Enter the amount of any portion of fees that can be covered by the parent(s). This amount should only be the amount directly provided by the parents. If grandparents (or another source) provided funds for education, those should be entered below in the ‘From Other Sources’ section.

If you are separated, this box will split into two asking how much you are able to contribute, and how much the other parent is able to contribute. If the other’s parent’s contribution is unknown, then their box can be left blank.

If the child is in Post Secondary school, a box will open asking how much of the costs will be covered by RESPs. These are separate from any amounts entered as the parental contribution

Parental Contribution

If the child is in Post Secondary school, a box will open asking how much of the costs will be covered by RESPs. These are separate from any amounts entered as the parental contribution

Other Funding Source

Please enter any available financial assistance from other sources (i.e. grandparents, other family members, scholarships, religious communities, charitable foundations, etc.)

Other Funding Source

Please enter any available financial assistance from other sources (i.e. grandparents, other family members, scholarships, religious communities, charitable foundations, etc.)

Parental Contribution

If the child is in Post Secondary school, a box will open asking how much of the costs will be covered by RESPs. These are separate from any amounts entered as the parental contribution

Parental Contribution

If the child is in Post Secondary school, a box will open asking how much of the costs will be covered by RESPs. These are separate from any amounts entered as the parental contribution

Future School

This section is about next school year and is all about the school(s) and the year that you are applying for.

Enter the school that the child will be attending/applying to for the next school year. If your child is applying to more than one school, the schools will all be listed here and pulled from the Applicants section at the beginning of the application. If all schools that you are applying to are not listed here, check the beginning of the application to ensure that you selected all schools correctly for the applicant.

If more than one school is being applied to, fill out the remaining parts of this section in relation to the first school. All amounts will be adjusted accordingly for all other schools being applied to in order to account for different educational costs.

Future School

This section is about next school year and is all about the school(s) and the year that you are applying for.

School Type

Select which type of schooling the child will be enrolled in. If they are attending post-secondary school, please provide some details on what they are studying and their expected graduation date.

School Type

Select which type of schooling the child will be enrolled in. If they are attending post-secondary school, please provide some details on what they are studying and their expected graduation date.

Sport Costs

Enter any costs for sports teams run by the school. Ensure that these sports costs are not also listed earlier in the application in the non-school sports section.

Frais sportifs

Indiquez tous les frais liés à la participation à des équipes sportives organisées par l’école. Assurez-vous de ne pas inclure ici des frais déjà mentionnés dans la section des sports hors école.

Travel Costs

List any travel costs if boarding (i.e. flight costs from home to school) and/or other costs such as school bussing or anything not covered under the incidental costs above.

Travel Costs

List any travel costs if boarding (i.e. flight costs from home to school) and/or other costs such as school bussing or anything not covered under the incidental costs above.

Tuition

Enter the tuition charged by the institution for the upcoming academic year.

Tuition

Enter the tuition charged by the institution for the upcoming academic year.

Other Parent Name

The name of the other parent to be entered. The application from the second parent will be charged a lesser fee than the first application if they are completing an application. If the second parent is not seeing a reduced fee when they reach the payment section, check that both parents in the Family Makeup section have entered the email that the other parent is using for their application.

Second Parent No Application

In general, each school requires that both parents submit a financial assistance application, regardless of whether they will be participating in schooling costs or not. If the second parent will not provide an application, please provide some details to help AFS understand the current situation. If a school has provided permission for your application to be considered on one parent's financial information alone, that can be entered here. If permission for a single application was received in a prior application year, it does not need to be requested again.

Other Parent Application

The school requires that both parents provide their own application regardless of whether both parties will be contributing towards the educational costs.

In separated family situations, please do not enter financial information for the applicant's other parent on the same application except as required in the "Separated Family Information" tab. Each parent will need to provide their own complete application as per the above.

Age

Enter the parent’s current age at the time of making this application.

Age

Enter the parent’s current age at the time of making this application.

Non-Taxable Child Support

Enter any child support payments received. Child support is always non-taxable.

If you are not receiving the support payments you are entitled to in the separation agreement because the other parent either isn't paying reliably, isn't paying what they should, or isn't paying at all, enter what you are actually receiving as opposed to what is in your agreement.

Non-Taxable child support

Enter any spousal alimony or child support payments received. Child support is always non-taxable, and spousal support is always taxable. If no separation agreement has been signed, then all support received is deemed to be child support, and non-taxable.

Taxable spousal support

Capital Gains

If you have capital gains from selling an asset (frequently secondary properties or investments), enter the total amount of the capital gain here. Make sure to enter 100% of the amount, and not the 50% of the amount that you will be taxed on. For some capital gains, you will receive a T3 or T5, but many will not have an accompanying tax slip, especially for properties that are sold.

If investments create a capital gain inside of a registered savings plan such as an RRSP or RESP, then that is not taxable income and does not need to be entered here.

Capital Gains

If investments create a capital gain inside of a registered savings plan such as an RRSP or RESP, then that is not taxable income and does not need to be entered here.

Car and Housing

Enter any taxable benefits such as Car or Housing costs paid by your employer, or other taxable benefits that were included on your T4 as income. Please note, these amounts are not the cost of housing or vehicle expenses that you pay out of your own pocket. These boxes are for benefits provided by your employer. Personal expenses will be addressed later in the application.

Car taxable benefits will be listed on your T4 under Box 34, Housing benefits will be box 30, most other taxable benefits will be captured in Box 40 of the T4. All these boxes will appear in the bottom section of the T4 (Highlighted in Green).

For the Relevé 1, Car benefits will be Box W, Housing Box V, and most others Box L (Highlighted in Green).

Car and Housing

For the Relevé 1, Car benefits will be Box W, Housing Box V, and most others Box L (Highlighted in Green).

Child Tax Benefits

Enter any Federal or Provincial Government child tax benefits received. This is non-taxable information, and will not be found on your T1 Tax Return. You will receive a Canada Child Benefit (CCB) notice annually which will state the total yearly amount. Apple Financial Services does not require a copy of this document.

Child Tax Benefits

Enter any Federal or Provincial Government child tax benefits received. This is non-taxable information and will not be found on your T1 Tax Return. You will receive a Canada Child Benefit (CCB) notice annually which will state the total yearly amount. Apple Financial Services does not require a copy of this document.

Dividends

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Dividends

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Statut d’emploi

Si vous êtes travailleur autonome, cochez la case « Êtes-vous travailleur autonome ou incorporé ? » et sélectionnez le type d’entreprise approprié dans la liste déroulante. Si votre entreprise est à domicile, une question supplémentaire apparaîtra pour confirmer si votre adresse personnelle est aussi celle de votre entreprise. Si oui, sélectionnez « Oui ».

NOTE : Si vous êtes incorporé, vous devrez fournir les états financiers les plus récents de toute société dont vous êtes propriétaire à la fin de la demande, dans la section de téléversement de documents.

Si vous n’êtes pas actuellement employé, une boîte s’ouvrira avec des instructions supplémentaires selon votre situation (étudiant, parent à la maison, sans emploi, etc.)

Employment Expenses

Enter any employment expenses that you have or will be able to write off on your tax return. To claim these expenses, you must file a T777 Statement of Employment Expenses with your Federal Tax Return, and you will need to upload a copy of this document at the end of the application process. (Below is an example of the beginning of the T777 located in your tax return).

If this is the first year that you can claim these expenses & you don’t have a T777 prepared yet, please provide your best estimates.

Farming & Fishing Gross Income

Enter the total gross amount of any farming and/or fishing income that you receive. This can be found in your most recent tax return in the schedule T2042 Statement of Farming Activities or T2121 Statement of Fishing Activities.

For Farming Activities, the gross income will be found on line 9659. For Fishing Activities, the gross income will be found on line 8299.

Farming & Fishing Gross Income

For Farming Activities, the gross income will be found on line 9659. For Fishing Activities, the gross income will be found on line 8299.

Farming & Fishing Net Income

Enter the net amount of income that you receive after all expenses are deducted. For both Farming and Fishing, this can be found on line 9946.

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Farming & Fishing Net Income

Enter the net amount of income that you receive after all expenses are deducted. For both Farming and Fishing, this can be found on line 9946.

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Car and Housing

For the Relevé 1, Car benefits will be Box W, Housing Box V, and most others Box L (Highlighted in Green).

Car and Housing

For the Relevé 1, Car benefits will be Box W, Housing Box V, and most others Box L (Highlighted in Green).

Investment Income

Enter any Interest or other Investment income received from investments that you own. Any income generated by registered investments (i.e. RRSP's or RESP's) are not taxable, and do not need to be included here. This can be found on your T3's or T5's Federally and your Relevé 16 and Relevé 3 if in Quebec.

Be careful not to add together the same amount on a Federal and Quebec tax document if you receive both.

Interest

Enter any Interest or other Investment income received from investments that you own. Any income generated by registered investments (i.e. RRSP’s or RESP’s) are not taxable, and do not need to be included here. This can be found on your T3’s or T5’s Federally and your Relevé 16 and Relevé 3 if in Quebec. (Locations highlighted in Green). Be careful not to add together the same amount on a Federal and Quebec tax document if you receive both.

Name

This is for the parent’s name. If the name that you go by is significantly different from what appears on your tax documents, please include a short line in the notes section to avoid confusion.

Name

This is for the parent’s name. If the name that you go by is significantly different from what appears on your tax documents, please include a short line in the notes section to avoid confusion.

Net Rental Income

The net rental income is the amount of income received after all expenses are considered.

If you own more than one rental property, enter total net rental income that you receive from all properties together.

The net rental income can be found in your most recent tax return on the form T776 Statement of Real Estate Rentals in box 9946.

If this is your first year owning the rental property and you have not yet filed a T776 relating to its income, you will need to estimate the net value.

Net Rental Income

The net rental income is the amount of income received after all expenses are considered.

If you own more than one rental property, enter total net rental income that you receive from all properties together.

The net rental income can be found in your most recent tax return on the form T776 Statement of Real Estate Rentals in box 9946.

If this is your first year owning the rental property and you have not yet filed a T776 relating to its income, you will need to estimate the net value.

Occupation

Enter the parent’s general occupation i.e. Engineer, Cashier, Realtor, Stay-at-home Parent, etc.

If they are unemployed, enter the occupation that either they held last or where they are searching for work.

Other Income

Pension Income

Enter any pension income received. Add together any pension received from an employer’s pension program and CPP, the total amounts can be found on your T4A box 016 for registered pension plans and the T4A(P) Box 20 for CPP. (Both Highlighted in Green in the examples below).

If you split your pension with your spouse, enter the amount that each spouse reports after the split to avoid double counting the split portion. Example: if one parent receives $40,000 in pension income and splits it evenly with their spouse, enter $20,000 for both parents in the Pension Income section for each parent. Do not enter $40,000 for the first parent and $20,000 for the second.

Pension Income

Employee Pension Plan Deductions

Enter any income that is deducted for employee pension plan contributions. This amount will be noted in Box 20 on your T4 and/or in Box D of the Relevé 1 if in Quebec.

Do not enter your CPP/QPP deductions, as those will be entered later in the next section.

If your employer contributes to an RRSP on your behalf, enter that in the next question (for RRSPs) as opposed to here.

Employee Pension Plan Deductions

Enter any income that is deducted for employee pension plan contributions. This amount will be noted in Box 20 on your T4 and/or in Box D of the Relevé 1 if in Quebec.

Do not enter your CPP/QPP deductions, as those will be entered later in the next section.

If your employer contributes to an RRSP on your behalf, enter that in the next question (for RRSPs) as opposed to here.

Gross Rental Income

The gross rental income is the total rental income received in a year before any expenses are taken out. For each year, enter the total amount of rent from any rental property that you own personally. If you own a corporation and that corporation owns rental properties, do not enter that income here as that is not personal income. Any income you derive from a corporation owning rental properties would be paid out in a different fashion.

If each parent owns 50% (or any other percentage) of the rental property, enter the only the amount that is received by you.

If you own more than one rental property, enter total gross rental income that you receive from all properties together.

The gross rental income can be found in your most recent tax return on the form T776 Statement of Real Estate Rentals in box 8299.

If this is your first year owning the rental property and you have not yet filed a T776 relating to its income, you will need to estimate the gross value.

Gross Rental Income

If each parent owns 50% (or any other percentage) of the rental property, enter only the amount that is received by you.

If you own more than one rental property, enter total gross rental income that you receive from all properties together.

The gross rental income can be found in your most recent tax return on the form T776 Statement of Real Estate Rentals in box 8299.

If this is your first year owning the rental property and you have not yet filed a T776 relating to its income, you will need to estimate the gross value.

RRSP Contributions

Enter any RRSP contributions that you have made or plan to make in the requested years. These amounts can be found on your RRSP contribution slips, and in your T1 Tax Return on line 20800.

Do not enter the total value of your RRSPs here, only enter the amount you will be contributing towards them each year.

RRSP Contributions

Enter any RRSP contributions that you have made or plan to make in the requested years. These amounts can be found on your RRSP contribution slips, and in your T1 Tax Return on line 20800.

Do not enter the total value of your RRSPs here, only enter the amount you will be contributing towards them each year.

Salary

Enter the total annual compensation you receive from your employer, which includes any bonus or commission payments received, as well as taxable benefits. If the year is not finished and you have not yet received your T4 or your final pay statement for the year, then you will need to estimate what your total earnings will be for the full year.

You can find your total compensation on your T4 in box 14, and also if employed in Quebec on your Relevé 1 in box A.

Click here to see where to find this.

Self-Employed Income

Enter the total gross amount of any self-employment/partnership/commissioned income that you receive. If you have more than one business/partnership, enter the total gross income from all self-employed sources. This can be found in your most recent tax return in the schedule T2125 Statement of Business or Professional Activities.

NOTE: If you are incorporated, ensure that you are not accidentally filling out the income for your corporation here. This section is only for personal income.

Self-Employed Income

NOTE: If you are incorporated, ensure that you are not accidentally filling out the income for your corporation here. This section is only for personal income.

Car Expenses

Car expenses come from line 9281 of your T2125 Statement of Business or Professional Activities.

Car Expenses

Car expenses come from line 9281 of your T2125 Statement of Business or Professional Activities.

Business Expenses

Business Expenses are your total business expenses located on line 9369, minus the motor vehicle expenses that will be entered in the next question.

Business Expenses

Business Expenses are your total business expenses located on line 9369, minus the motor vehicle expenses that will be entered in the next question.

Home Expenses

Home expenses come from line 9945 of your T2125 Statement of Business or Professional Activities.

Home Expenses

Home expenses come from line 9945 of your T2125 Statement of Business or Professional Activities.

Autres revenus

Indiquez tout autre revenu qui n’a pas été mentionné dans les sections précédentes, qu’il soit imposable ou non.

L’assurance-emploi est imposable et vous recevrez un feuillet T4(E) pour ce revenu. Vous pouvez inscrire le montant de la case 14 pour l’année concernée. Si vous n’avez pas encore reçu votre T4(E), vous pouvez consulter votre compte Mon dossier Service Canada pour voir vos paiements d’AE.

Si vous recevez des prestations d’invalidité, elles peuvent être imposables ou non selon la façon dont elles ont été établies. Indiquez les montants avant impôt pour les années demandées dans les cases appropriées. Vous devrez téléverser la lettre la plus récente de la compagnie d’assurance qui verse ces paiements. Beaucoup de gens ne reçoivent qu’une seule lettre au début des prestations; si c’est votre cas, AFS l’acceptera.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Union and Professional Dues

Enter any union and/or professional dues that you pay. If these are deducted by your employer, they can be found on your T4 under Box 44 or in Box F of the Relevé 1 if in Quebec. If you pay these dues separately from your employer, the amount can be found on line 21200 of your T1 Tax Return.

If you are self-employed and this expense is already captured as a business expense on your T2125 Statement of Business or Professional Activities, do not enter this expense again here.

Union and Professional Dues

If you are self-employed and this expense is already captured as a business expense on your T2125 Statement of Business or Professional Activities, do not enter this expense again here.

Trust Funds

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Any income that is received from a family trust fund, frequently set up for grandparents to provide funds to children or grandchildren, or within families to redistribute income, should be entered here. Any income received from the trust will come with an accompanying T3 slip that will need to be uploaded at the end of the application process.

Trust Funds

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Trust Funds

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Trust Funds

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not.

Preferred Currency

Select the currency that will be used for all monetary amounts entered on the application. If “Other” is selected, a drop-down box will appear allowing you to select your currency.

Please ensure you fill out the entire application in the same currency, including any properties you may own in other countries, school fees for all children (for instance if one school is in Canada and the second the U.S. and the whole application is otherwise in Canadian dollars, convert the U.S. school’s tuition to Canadian dollars when filling out the application).

AFS Application History

If you have filed an application with Apple Financial Services in a previous academic year select “Yes”. Otherwise select “No”.

If you have filed an application with your school prior to them switching to using AFS, please also select “No”.

If you have started an application with Apple Financial Services for a prior year but did not finish the application, select "No".

Day/Boarding

If your child will be attending as a Day student, select “Day”, and if they will be living away from home, select “Boarding”.

If it is not yet decided if they will be attending as a Day or Boarding student, select both options, a popup window will appear to provide some details.

Student

Select the name of the student being applied for. The name(s) will be pre-populated as a drop-down list from your profile information.

If you have previously completed an application and now need to apply for a different number of children in this academic year, return to your profile and update the information there.

If an error message appears, it is typically related to the grade the student is entering or whether they are new to the school or a returning student. Many schools have restrictions on who may apply for assistance; this message will not prevent you from continuing with your application if you have special permission from the school to disregard their restrictions.

Not Employed Details

If unemployed, provide details about your last employment, how long you have been unemployed, your education level and/or number of years working in your trade, and what your expectations are in terms of finding employment. If you need to return to school to retrain, please provide some information about your course of studies and how long the schooling will last. If you became unemployed recently, please enter details below in the Income and/or Notes section about any severance you have received, are waiting to receive, or are negotiating for. We will also require a copy of documentation regarding severance if you received any.

Support Payments - Taxable Spousal Support

If you are not making the support payments laid out in the separation agreement, enter what you are paying as opposed to what is in your agreement.

Investment Carrying Charges

Investment carrying charges can be claimed for fees to manage your investments (other than fees for registered investment accounts such as RRSPs), fees for certain investment advice, and for interest on money borrowed to try and earn investment income.

This amount can be found on line 22100 of your T1 Tax Return under Step 3 – Net Income.

Childcare Costs

Enter the total costs you pay for daycare or a childcare worker for all of your children. NOTE: This may be different from the amount you are able to deduct on your tax return for these costs.

School Related Child Care

Depending on the school being attended, some of the tuition paid may count as childcare payments for tax purposes. If your school provides a childcare tax receipt to you, enter that amount here. Do not double count this amount by including it in the above box as well as this one.

Childcare Costs

If you have childcare expenses not covered by the two categories above, enter details in the leftmost box and the amounts in the boxes for the relevant year(s).

Medical Expenses

Enter the total amount of medical expenses paid in each year, less any amounts covered by insurance. Insurance premiums that you pay for health insurance are a valid medical expense and can be entered here.

Medical expenses will appear on your T1 Tax Return under line 33099 (Which is in Section 5 – Federal Tax, Part B).

Charitable Donations

Enter the total amount of charitable donations you will make in each year. This figure can be found on your T1 Tax Return under line 34900 (Which is in Section 5 – Federal Tax, Part B).

School Related Charitable Donations

Depending on the school being attended, some of the tuition paid may count as charitable donations for tax purposes. If your school provides a donation tax receipt to you, enter that amount here. Do not double count this amount by including it in the above box as well as this one.

Other Tax Related Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories (i.e. the Primary Caregiver Tax Credit, Disability Tax Credit, etc.)

Impôts provinciaux/fédéraux

Veuillez indiquer le montant des impôts provinciaux et fédéraux payés ou prévus.

Si ce montant est inconnu pour l’année projetée, vous pouvez laisser cette case vide et Apple Financial Services estimera vos impôts pour l’année à venir.

CPP and EI Contributions

Please enter the amount of CPP (QPP in Quebec) and/or EI contributions that were made or expected.

If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your CPP (QPP) and/or EI for the projected year.

Year Purchased

What year was the home purchased.

Purchase Price

What amount was the home purchased for. If you do not have access to the precise amount of the purchase price, then an estimated or ballpark value is fine.

Present Market Value

If sold today, what would the property sell for on the market. Make sure to estimate the actual sale price of the property and not necessarily its MCAP assessed value, as that can lag by several years the actual value of the property. An estimated or ballpark value is fine, AFS does not require an assessment to be completed of your property.

Mortgage/HELOC Balance

What is the total amount currently owning on any mortgages and/or Home Lines of Credit that you have against the property. Please add together the current amount owing on all mortgages/HELOCs if there are more than one against the property.

Ensure that if your Line of Credit is included here that it is not also added in the Consumer Debts section. Either spot on the application is fine depending on how you use the LOC, just ensure that it is not entered twice.

Condo Fees

If the property owned is a condo, then enter the annual amount paid for condo fees. If property taxes are included in your condo fees, select 'yes' in the question that appears, and do not enter the property taxes again in the box for property taxes.

Mortgage & Property Taxes

Enter the amount paid for any mortgage principal and interest each year. If you have purchased a property part-way through the year, or if you have refinanced your mortgage, enter the total annual amount that you will be paying going forwards.

Enter the amount paid for property taxes for the year. If the property has been purchased part-way through the year, enter the total annual amount you will be paying.

Rental Income

If part of your house is rented out, select "Yes", otherwise select "No".

If part of your house is rented out, the rental income should be noted on the Income Section. For any rental income, you will also need to upload a copy of your most recent T776 Statement of Real Estate Rentals that would have been filed as part of your most recent tax return. If this is your first year renting out this property, then estimate the Gross and Net income in the Income Section.

Other Properties

If you own other properties, select "Yes" and another section will pop up with the same sections as above and allow you to provide details on the additional properties.

Living Situation

If you do not pay rent or own a home, provide some details around your current living situation.

If you both own a home that is not rented out, and pay rent, provide further details around your living situation.

Rental Accommodation

Enter the total yearly amount that you pay for rent if living in rental accommodations. If you are switching rental locations part-way through the year, enter what the annual rent will be at your new residence. i.e. if you are currently renting for $1,000/month and are moving in November to a place costing $2,000/month, enter $24,000 as your yearly rental amount. Do not enter $14,000 or $12,000.

If the parents are living in separate locations but are not ‘separated’ (typically when one parent is working in a city apart from the rest of the family). Add up the total of both rents that the family is paying and enter them here.

Bank Accounts

Enter the total amount of assets in all your bank accounts. Include all amounts in all bank accounts worldwide. If the parents keep separate accounts, ensure that you are adding together and including all accounts from both parents.

Investments

Enter the total amount of assets both parents own in investments that are held outside of RRSPs or RESPs (Term Deposits/GIC’s/Portfolio Investments/Shares/Mutual Funds and/or Bonds). If these assets are in different currencies, convert them all into the currency that you are using to fill out the application.

Other Investments

Retirement Savings

Enter the total amount of assets you own in investments that are held in both parents’ RRSPs (Term Deposits/GIC’s/Portfolio Investments/Shares/Mutual Funds and/or Bonds). If these assets are in different currencies, convert them all into the currency that you are using to fill out the application. Do not include the value of other investments in this section, and do not include the value of any employee pension plan in this section.

Employee Pension Plan

Select “Yes” if this parent belongs to an employee pension plan, otherwise select “No”.

Employee Pension Plan

Select “Yes” if this parent belongs to an employee pension plan, otherwise select “No”.

Education Savings

Enter the total amount of funds you have invested in Registered Education Savings Plans for all your dependants.

If these assets are in different currencies, convert them all into the currency that you are using to fill out the application. If you have more than one child, ensure to enter the total value of all RESPs that the family owns for all children.

Dependent Income from Corporation

If any of your dependants receive income any of your corporations, select "Yes" and provide details on the amount and type of income that they receive. You will also need to upload their most recent Notices of Assessment on the upload page at the end of the application.

Trust Funds

Select "Yes" if you or any of your dependents are beneficiaries of a trust. Otherwise select "No".

Trust Fund Restrictions

Enter if there are any restrictions that were placed on the use of the trust funds, such as for education only or if it is not accessible to any of the beneficiaries until they turn a certain age.

Trust Fund Assets

Enter the total market value of all assets that are held by the trust. If this is a flow-through trust that holds no assets but serves as a vehicle to distribute funds, then enter $0.

Capital Beneficiary

Select Yes/No as appropriate if the beneficiaries are Capital beneficiaries. A Capital beneficiary receives the principal of the trust, typically in a more long-term arrangement.

Income Beneficiary

Select Yes/No as appropriate if the beneficiaries are Income beneficiaries. An Income beneficiary receives income generated by the trust's assets but cannot withdraw the principal amount.

Trust Fund Beneficiaries

Enter the names of the individuals who are beneficiaries of the trust. This is anyone who can be paid out from the trust.

Trust Fund Creator

Enter the person(s) who set up the trust. Frequently this will be grandparents or other extended family members or one of the parents setting up a family trust.

Restrictions sur l’utilisation des fonds en fiducie

Indiquez s’il existe des restrictions concernant l’utilisation des fonds en fiducie, par exemple s’ils ne peuvent servir qu’aux études ou s’ils ne sont accessibles qu’à partir d’un certain âge.

Corporation After Tax Profit

Enter the profit after all expenses and taxes earned by the corporation. This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 125 line 9999, located in your most recent corporate tax return.

Adresse de l’entreprise

Indiquez l’adresse de l’entreprise.

Nom de l’entreprise

Indiquez le nom de la société. Si la société exerce ses activités sous un autre nom, veuillez inscrire les deux noms.

Corporation Gross Revenue

Enter the total revenue collected by the corporation before any expenses are taken into account. This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 125 line 8299, located in your most recent corporate tax return.

Pourcentage de propriété de la société

Indiquez le pourcentage total de la société que vous possédez. Si deux parents détiennent chacun 50 %, inscrivez 100 % ici. Si vous possédez moins de 20 %, vous n’avez pas à remplir cette section. Si vous possédez entre 20 % et 99 %, vous devrez téléverser une copie de l’Annexe 50 de la déclaration de revenus T2 de cette société dans la section de téléversement de documents.

Corporation Total Assets

Enter the total assets of the company at the end of the most recent fiscal year. This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 100 line 2599, located in your most recent corporate tax return.

Corporation Total Liabilities

Enter the total liabilities of the company at the end of the most recent fiscal year. This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 100 line 3499, located in your most recent corporate tax return.

After Tax Profit

Enter the profit after all expenses and taxes earned by the corporation.

This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 125 line 9999, located in your most recent corporate tax return.

If the business was recently incorporated and has not yet prepared financial statements or filed corporate tax returns, you will need to estimate what these amounts will be.

Business Address

Enter the business address of the company.

Business Name & Nature of Business

Enter the name of the corporation. If the corporation does business under a different name, enter both names.

Gross Revenue

Enter the total revenue collected by the corporation before any expenses are considered.

This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 125 line 8299, located in your most recent corporate tax return.

If the business was recently incorporated and has not yet prepared financial statements or filed corporate tax returns, you will need to estimate what these amounts will be.

Percentage of Ownership

The following information will need to be entered for all corporations where the family owns 20% or more.

This includes corporations where the ownership is help within another corporation as opposed to personally. i.e. if the family owns 100% of a holding company, and that hold-co owns 25% of a second corporation, then both companies must be entered in this section.

Enter the total amount of the corporation that is owned. If two parents each own 50%, then enter 100% here.

If you own less than 20%, you do not need to fill out this section. If you own between 20% and 99%, then you will need to upload a copy of the Schedule 50 from the T2 Corporate Tax Return for this corporation in the document upload section.

Total Assets

Enter the total assets of the company at the end of the most recent fiscal year.

This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 100 line 2599, located in your most recent corporate tax return.

If the business was recently incorporated and has not yet prepared financial statements or filed corporate tax returns, you will need to estimate what these amounts will be.

Total Liabilities

Enter the total liabilities of the company at the end of the most recent fiscal year.

This figure can either be taken from the financial statements prepared by your accountant or from the T2 GIFI Schedule 100 line 3499, located in your most recent corporate tax return.

If the business was recently incorporated and has not yet prepared financial statements or filed corporate tax returns, you will need to estimate what these amounts will be.

Vehicle Year

List the year for all cars and/or other vehicles owned.

Vehicle 2 Year

List the year for all cars and/or other vehicles owned.

Total Vehicle Value

Enter the total market value for all vehicles owned. An exact number is not required, estimated or ballpark figures are fine.

Current Car Debt

List the total debt remaining on the listed vehicles. If the debt for these cars is on a Line of Credit that you hold, do not enter this debt twice on the application.

It should either go here, or in the consumer debt section, or possibly in the HELOC/Mortgage section if applicable.

The important thing is that each debt is only listed once on the application.

Annual Loan/Lease Payments

List the annual amount paid in loan and/or lease payments. Make sure not to accidentally enter the monthly or bi-weekly amount; enter the total amount paid for the car in a year.

If the car was recently purchased, enter the total amount that will be paid over a year. If the car will be paid off sometime this year, enter only the amount that will be paid.

Car Payment Source

If the vehicle is paid for by your business, select ‘By Business’ under the drop-down menu, and then enter how much the business covers per year.

Business Car Payment Amount

If the vehicle is paid for by your business, select ‘By Business’ under the drop-down menu, and then enter how much the business covers per year.

Vehicle Make/Model

List the make/model for all cars and/or other vehicles owned.

Vehicle 2 Make/Model

List the make/model for all cars and/or other vehicles owned.

Recreational Vehicle 1

List the year and make/model for all cars and/or other vehicles owned.

Recreational Vehicle 2

List the year and make/model for all cars and/or other vehicles owned.

Total Recreational Vehicle Value

Enter the total market value for all vehicles owned. An exact number is not required, estimated or ballpark figures are fine.

Recreational Vehicle Debt

List the total debt remaining on the listed vehicles. If the debt for these cars is on a Line of Credit that you hold, do not enter this debt twice on the application.

It should either go here, or in the consumer debt section, or possibly in the HELOC/Mortgage section if applicable.

The important thing is that each debt is only listed once on the application.

Annual Recreational Vehicle Payments

List the annual amount paid in loan and/or lease payments. Make sure not to accidentally enter the monthly or bi-weekly amount; enter the total amount paid for the vehicle in a year.

If the vehicle was recently purchased, enter the total amount that will be paid over a year. If the vehicle will be paid off sometime this year, enter only the amount that will be paid.

Actifs nets de l’élève

Indiquez la valeur totale de tous les biens que possède l’élève, ainsi que la valeur totale des fonds en fiducie dont il est bénéficiaire.

Consumer Debt

Enter the total amount of consumer debt currently outstanding. Add together any debt on credit cards, personal loans, lines of credit, and enter the total amount here.

Depending on the amount of consumer debt noted in this section, you may need to upload copies of your debt statements showing the total amount of debt owed on the upload page at the end of the application.

Do not add together the total amount of debt that you could take out by maxing out all credit cards, LOC’s, etc. Only enter the outstanding balance of any debt you owe.

CRA Debt

Enter the amount of personal debt owed to Revenue Canada. This amount will be located either on your most recent Notice of Assessment, or on your Statement of Account.

This field is only for currently outstanding debt to the CRA. Do not enter the amount that you are going to owe for taxes once filed. If you have a business, do not enter the amount that the business owes to the CRA in taxes unless that amount is now required to be covered by you (or your spouse) personally.

School Fees Owing

Enter any amount of School Fees that are still owed for previous completed academic years. If this application is being filled out part-way through the school year, this section is not for entering the remaining balance of tuition that has yet to be paid for the year. It is specifically for years that are completed where there is still an outstanding debt to the school.

Family Loans

If family has provided you with funds that you are expected to pay back, enter the total amount that is owed here. If these amounts are not expected to be paid back in the future, either as an 'advancement on inheritance', or as a gift, then they should not be entered here.

If these funds were provided by family in a different country, ensure that the value of these loans is expressed in the same currency as the rest of the application.

Other Debt Description

If you have other debt that does not fit into the above categories for Consumer Debt, CRA Debt, Family Loans or School Debt, enter a description of the debt here.

Some examples of other debt are: Parent student loans, Investment loans, Business partnership loans, etc.

Other Debt Amount

Enter the amount of other debt described in the previous field.

Other Contributors

If anyone other than the parent(s) listed in this application contributes towards the household living expenses, select 'Yes' here.

Frequent people who might contribute here are: family members such as grandparents or aunts/uncles, a parent's new partner, a family friend, a religious community, etc.

If you are separated from the applicant's birth parent and are living with a new partner, their information should not be entered here. Their information should either be entered in the Income section or in the Step-Parent Information section.

Do not enter any spousal or child support that you receive from the applicant's other parent. That information should be entered in the Income section.

Life Insurance - Parent 1

Enter the total face value amount of any Life Insurance Policies that you hold. This is the amount payable upon the death of the insured.

Life Insurance - Parent 2

Enter the total face value amount of any Life Insurance Policies that you hold. This is the amount payable upon the death of the insured.

Social Clubs

Enter any annual amounts that you pay for social clubs. For example: gym memberships, boy/girl scouts, country clubs, etc.

Non-School Sports

Enter any annual amounts that you pay for non-school sports. Include sports costs for all your children, but not for any sports that are part of their school, those should be included in the Dependent Information section.

Fill out the application as if your child will be attending the school you are applying to. i.e. If you are applying to join a school with a significant hockey program and your child is currently playing in a hockey league but will stop if they attend this school, do not include the hockey league costs here for the upcoming year.

Summer Camp

Enter the total cost of any summer camp(s) in the previous year as well as the projected cost for the next year. Include costs for all children, not just for the children you are applying for.

Vacation

Enter the total cost of any vacation(s) in the previous year as well as the projected cost for the next year. If your child will be boarding at their school during the year, do not include their travel costs between home and school here; those should be included under the school costs in the Dependent Information section.

Student Applicant's Income

If the student applicant earned any income or expects to earn any income in either year, enter it here. This income can come from a job that they hold, and/or if they are paid a salary from a company that either parent owns.

If any income was earned in the previous year, you will need to upload their most recent Revenue Canada Notice of Assessment on the upload page at the end of the application.

Student's Gifts or Trust Income

Enter any amount that the student applicant received from gifts or from trusts in the previous year as well as the projected year.

Other Resources Available

Please select if there are any other resources available to the family to aid with the educational costs.

If these amounts are already listed in the box above, they do not need to be listed here again. Common items that are entered here are: family has applied for a grant from a charity but does not know if it will be provided at this time, grandparents have not been asked to assist with schooling, but may be able to provide some funds, etc.

Other Funding Sources

Additional details to be entered regarding who is providing these other funds for education.

Dependent Children

Enter if any of the children referred to in previous question file tax returns. In the Document Upload section, you will be asked to provide a copy of the most recent Notice of Assessment for any children who file tax returns. If this is their first year filing and they have not yet received a Notice of Assessment, then a copy of their first four pages from the T1 General Tax Return can be submitted instead.

Family Identification

Check the boxes for all individuals whose financial data is included on the application. If both parents are together, then it is mandatory that both parents’ financial information is included on the application. For Stepparents, we recognize that these relationships span a wide range of financial involvement. If your finances are joined, please check off the Stepparent here, and include their information in the rest of the application.

Address

The entire section will be populated from information in your profile. If it is incorrect, please verify your profile information.

If you have moved since your last application, make sure to update your address.

If you receive mail through a P.O. Box, enter your residential address as opposed to the P.O. Box.

Address

The entire section will be populated from information in your profile. If it is incorrect, please verify your profile information.

If you have moved since your last application, make sure to update your address.

If you receive mail through a P.O. Box, enter your residential address as opposed to the P.O. Box.

School

Select the school that is being applied for. For multiple schools, click on each school to be applied to.

If you are receiving a message that your child’s grade is not eligible to apply for assistance, first check the school’s restrictions to confirm if they have a grade eligibility cutoff. Secondly, check that your child’s profile lists their grade correctly. If both are correct and you should be eligible to apply for aid, please contact AFS directly.

If you are receiving a message that only Returning (or New) students are eligible to apply for aid, check that your child’s school is selected correctly under “School” & “Current School”, as that is what determines a student’s New/Returning status.

Some schools may choose to include a short message about eligibility at this time. This is not an error message, but please ensure that your student meets all eligibility requirements set out by the school.

Current School

Select the applicant’s current school if it is a part of the AFS system and also one of the schools being applied to this year, otherwise select “New Student”.

Address

The entire section will be populated from information in your profile. If it is incorrect, please verify your profile information.

If you have moved since your last application, make sure to update your address.

If you receive mail through a P.O. Box, enter your residential address as opposed to the P.O. Box.

Address

The entire section will be populated from information in your profile. If it is incorrect, please verify your profile information.

If you have moved since your last application, make sure to update your address.

If you receive mail through a P.O. Box, enter your residential address as opposed to the P.O. Box.

Address

The entire section will be populated from information in your profile. If it is incorrect, please verify your profile information.

If you have moved since your last application, make sure to update your address.

If you receive mail through a P.O. Box, enter your residential address as opposed to the P.O. Box.

Address

The entire section will be populated from information in your profile. If it is incorrect, please verify your profile information.

If you have moved since your last application, make sure to update your address.

If you receive mail through a P.O. Box, enter your residential address as opposed to the P.O. Box.

Address

The entire section will be populated from information in your profile. If it is incorrect, please verify your profile information.

If you have moved since your last application, make sure to update your address.

If you receive mail through a P.O. Box, enter your residential address as opposed to the P.O. Box.

Staff Member

If either parent is a staff member at any of the schools being applied to select “Yes”. Otherwise select “No”.

Birthday/Gender/Grade

The system will enter this information populated from information in your profile under the My Applicants tab. If this is showing up incorrectly, please verify your profile information.

Tuition Charging Count

Enter the number of children that will be attending tuition charging institutions in the upcoming academic year, including the children that are being applied for above.

Other Tax Related Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories.

Tuition and School Fees

Please enter details about whom the tuition and school fee deduction is being taken for.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Other Individual Tax Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories, and are not covered in the next section for family deductions.

Donations

Donation of cash to charities may be included here. DO NOT include other donations, such as non cash items.

Pension and Deferred Contributions

Enter any amount included on your W-2, box 12.

Also include any amount contributed to Self employed SEP, SIMPLE or other qualified plans.

IRA Deduction

Enter any Traditional IRA contributions that are tax-deductible. Traditional IRA contributions are normally tax-deductible. However, if you have an employer-sponsored retirement plan, such as a 401(k), your tax deduction may be limited.

Educator Expenses

If you are an educator, you are entitled to a deduction of up to $300 for supplies.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family.

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc..

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family.

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc..

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family.

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc..

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family.

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc..

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family.

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc..

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not.

Farming & Fishing Net Income

Enter the total net amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C.

Farming & Fishing Gross Income

Enter the total gross amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C.

Trust Income

Enter the estates and trust income reported for any and all family members on their 1040s, schedule E, Part III.

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Any estate or trust income includes that which is received from a family trust fund, frequently set up by grandparents to provide funds to children or grandchildren, or within families to redistribute income, should be entered here.

Corporation Income (or loss)

Enter the S Corporation income from your 1040, schedule E, Part II.

Partnership income

Enter the partnership income from your 1040, schedule E, Part II.

Net Rental Income

The net rental income is the amount of income received after all expenses are considered.

If you own more than one rental property, enter the total net rental income that you receive from all properties together.

The net rental income can be found in your most recent tax return on Schedule E, part I.

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the net value.

Gross Rental Income

The gross rental income is the total rental or royalty income received in a year before any expenses are taken out. For each year, enter the total amount of rent or royalty from any rental property that you own personally. If you own a corporation and that corporation owns rental properties, do not enter that income here. Any income you derive from a corporation owning rental properties is either S Corporation income below or C Corporation income reported in the Assets & Liabilities Section.

If the family owns the rental property with any other parties, enter only the percentage that is due to your family.

If you own more than one rental property, enter the total gross rental income that you receive from all properties together.

The gross rental income can be found in your most recent tax return on Schedule E, part I.

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the gross value.

Self Employment taxes paid

Enter Self Employment taxes, if applicable. If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your taxes for the projected year.

U.S. Social Security/Medicare

Enter US Social Security and Medicare taxes.

If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your Social Security and Medicare for the projected year.

Total Federal income taxes

Please enter the amount of Federal taxes paid or expected to be paid. If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your taxes for the projected year.

Total State taxes paid

Please enter the amount of State taxes paid or expected to be paid. If this amount for the projected year is unknown, this box can be left blank and Apple Financial Services will calculate an estimate of your taxes for the projected year.

Other Tax Related Deductions

Please enter details and amounts for any other tax related deductions that were not covered by the above categories.

Donations

Medical/Dental/Health Ins Prem/Unreimbursed expenses

Enter the total amount of medical and dental expenses paid in each year, less any amounts covered by insurance. Insurance premiums that you pay for health insurance are a valid medical expense and can be entered here. State and local taxes may be included here.

Itemized Deductions

Check NO if you take Standard Deduction, otherwise fill out the following:

Childcare Costs

Enter the total costs you pay for daycare or a childcare worker for all of your children. NOTE: This may be different from the amount you are able to deduct on your tax return pursuant to Form 2441. Depending on the amount entered for daycare/childcare expenses, a box may open allowing you to provide some additional details.

Tuition and Schools Fees

Student loan interest paid may be deducted up to $2,500, in some circumstances.

Support Payments

Enter any spousal alimony or child support payments paid, regardless of whether they are deductible or not. Normally payments made as part of an agreement executed in 2019 or after are not deductible.

If you are not making the support payments laid out in the separation agreement, enter what you are paying as opposed to what is in your agreement.

Pension and Deferred Contributions

Enter any amount included on your W-2, box 12.

Also include any amount contributed to Self employed SEP, SIMPLE or other qualified plans.

IRA Deduction

Self-Employment Tax (half)

It is one-half (50%) of your total self-employment tax.

Self-Employment Tax (half)

It is one-half (50%) of your total self-employment tax. 

Health Savings Account Deduction

Enter your Health Savings Account (HSA) contributions. The maximum contribution is $4,300 for single coverage and $8,550 for family coverage. Those 55 and older can contribute an additional $1,000 as a catch-up contribution. To qualify for the deduction, you must have had a High Deductible Health Plan (HDHP) and contributed to your HSA account. Amounts contributed by your employer are not deductible. See Form 8889 for more information.

Health Savings Account Deduction

Educator Expenses

If you are an educator, you are entitled to a deduction of up to $300 for supplies.

Gifts Received

Describe any gifts received, either from family members or friends as well as the amounts expected in each year. This income is non-taxable, and there will not be an accompanying slip.

Other Income

Enter any other income that is not accounted for in the above sections whether it is taxable or not, that is received by any member of your family.

This includes unemployment compensation received. social security benefits, taxable or not, or any other form of retirement benefit.

This could also include income reported to you or spouse or children on 1099-MISC that was not already reported elsewhere, lottery and gambling winnings, prizes and awards, canceled debt, etc..

If you are receiving disability payments, such as Social Security Disability Income, include the gross amount received here. Indicate whether it is taxable or not.

Farming & Fishing Net Income

Enter the total net amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C.

Farming & Fishing Gross Income

Enter the total gross amount of any farming and/or fishing income that your family receives. This can be found in your or your family members most recent tax return in schedule F, J and/or C.

Trust Income

Enter the estates and trust income reported for any and all family members on their 1040s, schedule E, Part III.

In the box, enter any trust fund income that was received by any member of the household, including the applicants.

Corporation Income (or loss)

Enter the S Corporation income from your 1040, schedule E, Part II.

Partnership income

Enter the partnership income from your 1040, schedule E, Part II.

Net Rental Income

The net rental income is the amount of income received after all expenses are considered.

If you own more than one rental property, enter the total net rental income that you receive from all properties together.

The net rental income can be found in your most recent tax return on Schedule E, part I.

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the net value.

Gross Rental Income

If the family owns the rental property with any other parties, enter only the percentage that is due to your family.

If you own more than one rental property, enter the total gross rental income that you receive from all properties together.

The gross rental income can be found in your most recent tax return on Schedule E, part I.

If this is your first year owning the rental property and you have not yet filed a tax return, you will need to estimate the gross value.

IRA, Pension or Annuity Distributions

Enter any IRA, Pension or Annuity distributions received, include total distribution received not just taxable amount. This also includes distributions from Traditional 401(k), 403(b) and governmental 457(b) plans. However, if distributions are rolled into another retirement plan, do not include the distribution.

IRA, Pension or Annuity Distributions

Actual dividends received from related private companies

Enter any dividends received from companies you have greater than 10% interest in, or any no dividend distributions that are a return of cost or other basis.

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Actual dividends received from related private companies

Enter any dividends received from companies you have greater than 10% interest in, or any no dividend distributions that are a return of cost or other basis.

If an amount is entered in this box, two questions will appear asking if these dividends were received from investments or if these dividends were received from a corporation you have ownership in

If you are drawing these dividends from a corporation you have more than 20% ownership in, you will need to upload the most recent set of financial statements for that corporation

Spousal Alimony or Child Support Payments Received

Enter any spousal alimony or child support payments received whether taxable on non-taxable. Child support and spousal support or alimony is usually not taxable unless the agreement was executed prior to 2019.

Spousal Alimony or Child Support Payments Received

Capital Gains

If you have capital gains from selling an asset (frequently secondary properties or investments), enter the total amount of the capital gain here.

Capital Gains

If you have capital gains from selling an asset (frequently secondary properties or investments), enter the total amount of the capital gain here.

Actual Dividends Received from Investment

Enter the total ordinary dividends received, normally shown in box 1b of Form 1099-DIV from companies you have less than a 10% shareholder interest in.

Actual Dividends Received from Investment

Enter the total ordinary dividends received, normally shown in box 1b of Form 1099-DIV from companies you have less than a 10% shareholder interest in.

Elective deferrals

Enter any elective deferrals being made for retirement plans that are not included in your taxable wages. Enter any other earned income received, including tips, strike pay, etc.

Elective deferrals

Enter any elective deferrals being made for retirement plans that are not included in your taxable wages. Enter any other earned income received, including tips, strike pay, etc.

Self Employed Business Income

NOTE: If you are incorporated, do not fill out the income for your corporation here. This section is only for personal business income. Enter partnership or S corporation income from Schedule E in the lines below.

If you have not yet filed your tax return for a given year, estimate your income and expenses for the requested years. Use your most recently filed taxes as a guide along with knowledge of whether this year is similar, better, or worse than that year for the business.

Enter the total gross amount of any self-employment/partnership/LLC/commissioned income that you receive. If you have more than one business/partnership, enter the total gross income from all personal or self-employed sources. This can be found in your most recent tax return in the schedule C & E of your 1040 for business income.

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Self Employed Business Income

If you have not yet filed your tax return for a given year, estimate your income and expenses for the requested years. Use your most recently filed taxes as a guide along with knowledge of whether this year is similar, better, or worse than that year for the business.

Car expenses

Car expenses used in Schedule C to calculate your net business income

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Car expenses

Car expenses used in Schedule C to calculate your net business income

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Business expenses

Business Expenses are your total business expenses used to calculate your net income on Schedule C, minus the motor vehicle expenses that will be entered on the next line.

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Business expenses

Business Expenses are your total business expenses used to calculate your net income on Schedule C, minus the motor vehicle expenses that will be entered on the next line.

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Home expenses

Home expenses used in Schedule C to calculated net income

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

Home expenses

Home expenses used in Schedule C to calculated net income

If this is your first year in this line of business and you have not yet filed taxes related to it, estimate the gross and net income.

State Refund Received

Enter any State Refund received and/or estimated for coming year. If multiple State refunds, then just enter the totals.

State Refund Received

Enter any State Refund received and/or estimated for coming year. If multiple State refunds, then just enter the totals.

Taxable Interest and Exempt Income

Enter any interest received, taxable or exempt, plus any other exempt income received, whether from sources in the United States or foreign.

Taxable Interest and Exempt Income

Enter any interest received, taxable or exempt, plus any other exempt income received, whether from sources in the United States or foreign.