Hi Katharine,

Thank you for your message.

Yes, we can assist with the preparation and filing of two routine T2062 forms.

Fee Structure

Our standard fee is based on the following scenarios:

• $600 + disbursements per form – if there are two non-resident co-owners of one property and both forms relate to the same sale
• $1,200 + disbursements per form – if the two forms relate to separate properties (i.e., two distinct real estate transactions)

This includes:

• Preparation of the T2062 form(s)
• Preparation of supporting documents (e.g., adjusted cost base, legal documents)
• Correspondence with the CRA
• Issuance of the Certificate of Compliance (once accepted)

To get started, please send us the following information:

1. Sale Details
   • Property address
   • Date of sale (closing date)
   • Gross sale price
   • Name and contact information of the Canadian lawyer handling the sale
2. Ownership Information
   • Full legal names and addresses of all non-resident owners
   • SIN or ITN numbers (if available)
   • % ownership for each co-owner
   • Residency status and country of residence
3. Property Acquisition Details
   • Date of original purchase
   • Purchase price
   • Legal fees and land transfer tax paid on purchase
   • Major capital improvements made to the property (with dates and costs)
4. Rental Information (if applicable)
   • Dates the property was rented
   • Total gross rent received during ownership
   • Any depreciation claimed (CCA)
   • Rental expenses (e.g., property tax, insurance, utilities)
5. Supporting Documents
   • Purchase and sale agreements
   • Most recent property tax bill
   • Summary of closing statement from sale
   • Proof of major renovations or improvements
   • Void cheque or bank account details for refund (if applicable)

We’d be happy to schedule a 15-minute complimentary call to confirm the scope and ensure we’re set up to proceed. You can book a time here: https://madanca.com/contact-us/

Looking forward to assisting you.