Why are we conducting this survey?

This survey is conducted by Statistics Canada in order to collect the necessary information to support the Integrated Business Statistics Program (IBSP). This program combines various survey and administrative data to develop comprehensive measures of the Canadian economy.

The statistical information from the IBSP serves many purposes, including:

• calculating each province and territory's fair share of federal-provincial transfer payments for health, education and social programs
• establishing government programs to assist businesses
• assisting the business community in negotiating contracts and collective agreements
• supporting the government in making informed decisions about fiscal, monetary and foreign exchange policies
• indexing social benefit programs and determining tax brackets
• enabling academics and economists to analyze the economic performance of Canadian industries and to better understand rapidly evolving business environments.

Your information may also be used by Statistics Canada for other statistical and research purposes.

Your participation in this survey is required under the authority of the Statistics Act.

Other important information

Authorization to collect this information

Data are collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19.

Confidentiality

By law, Statistics Canada is prohibited from releasing any information it collects that could identify any person, business, or organization, unless consent has been given by the respondent, or as permitted by the Statistics Act. Statistics Canada will use the information from this survey for statistical purposes only.

Record linkages

To enhance the data from this survey and to reduce the reporting burden, Statistics Canada may combine the acquired data with information from other surveys or from administrative sources.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Québec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia and the Yukon. The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations.

Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:

Chief Statistician of Canada
Statistics Canada
Attention of Director, Enterprise Statistics Division
150 Tunney's Pasture Driveway
Ottawa, Ontario
K1A 0T6

You may also contact us by email at statcan.esdhelpdesk-dsebureaudedepannage.statcan@statcan.gc.ca or by fax at 613-951-6583.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut.

For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Business or organization and contact information

1. Verify or provide the business or organization's legal and operating name and correct where needed.

Note: Legal name modifications should only be done to correct a spelling error or typo.

Legal Name

The legal name is one recognized by law, thus it is the name liable for pursuit or for debts incurred by the business or organization. In the case of a corporation, it is the legal name as fixed by its charter or the statute by which the corporation was created.

Modifications to the legal name should only be done to correct a spelling error or typo.

To indicate a legal name of another legal entity you should instead indicate it in question 3 by selecting 'Not currently operational' and then choosing the applicable reason and providing the legal name of this other entity along with any other requested information.

Operating Name

The operating name is a name the business or organization is commonly known as if different from its legal name. The operating name is synonymous with trade name.

• Legal name
• Operating name (if applicable)

2. Verify or provide the contact information of the designated business or organization contact person for this questionnaire and correct where needed.

Note: The designated contact person is the person who should receive this questionnaire. The designated contact person may not always be the one who actually completes the questionnaire.

• First name
• Last name
• Title
• Preferred language of communication
  • English
  • French
• Mailing address (number and street)
• City
• Province, territory or state
• Postal code or ZIP code
• Country
  • Canada
  • United States
• Email address
• Telephone number (including area code)
• Extension number (if applicable)
  The maximum number of characters is 10.
• Fax number (including area code)

3. Verify or provide the current operational status of the business or organization identified by the legal and operating name above.

• Operational
• Not currently operational
  • Why is this business or organization not currently operational?
    • Seasonal operations
    • Ceased operations
    • Sold operations
    • Amalgamated with other businesses or organizations
    • Temporarily inactive but will re-open
    • No longer operating due to other reasons
  • When did this business or organization close for the season?
    • Date
  • When does this business or organization expect to resume operations?
    • Date
  • When did this business or organization cease operations?
    • Date
  • Why did this business or organization cease operations?
    • Bankruptcy
    • Liquidation
    • Dissolution
    • Other
  • Specify the other reasons why the operations ceased
    • When was this business or organization sold?
      • Date
    • What is the legal name of the buyer?
    • When did this business or organization amalgamate?
      • Date
    • What is the legal name of the resulting or continuing business or organization?
    • What are the legal names of the other amalgamated businesses or organizations?
    • When did this business or organization become temporarily inactive?
      • Date
    • When does this business or organization expect to resume operations?
      • Date
    • Why is this business or organization temporarily inactive?
    • When did this business or organization cease operations?
      • Date
    • Why did this business or organization cease operations?

4. Verify or provide the current main activity of the business or organization identified by the legal and operating name above.

Note: The described activity was assigned using the North American Industry Classification System (NAICS).

This question verifies the business or organization's current main activity as classified by the North American Industry Classification System (NAICS). The North American Industry Classification System (NAICS) is an industry classification system developed by the statistical agencies of Canada, Mexico and the United States. Created against the background of the North American Free Trade Agreement, it is designed to provide common definitions of the industrial structure of the three countries and a common statistical framework to facilitate the analysis of the three economies. NAICS is based on supply-side or production-oriented principles, to ensure that industrial data, classified to NAICS, are suitable for the analysis of production-related issues such as industrial performance.

The target entity for which NAICS is designed are businesses and other organizations engaged in the production of goods and services. They include farms, incorporated and unincorporated businesses and government business enterprises. They also include government institutions and agencies engaged in the production of marketed and non-marketed services, as well as organizations such as professional associations and unions and charitable or non-profit organizations and the employees of households.

The associated NAICS should reflect those activities conducted by the business or organizational units targeted by this questionnaire only, as identified in the 'Answering this questionnaire' section and which can be identified by the specified legal and operating name. The main activity is the activity which most defines the targeted business or organization's main purpose or reason for existence. For a business or organization that is for-profit, it is normally the activity that generates the majority of the revenue for the entity.

The NAICS classification contains a limited number of activity classifications; the associated classification might be applicable for this business or organization even if it is not exactly how you would describe this business or organization's main activity.

Please note that any modifications to the main activity through your response to this question might not necessarily be reflected prior to the transmitting of subsequent questionnaires and as a result they may not contain this updated information.

The following is the detailed description including any applicable examples or exclusions for the classification currently associated with this business or organization.

Description and examples

• This is the current main activity
  Provide a brief but precise description of this business or organization's main activity
  • e.g., breakfast cereal manufacturing, shoe store, software development
• This is not the current main activity

Main activity

5. You indicated that is not the current main activity. Was this business or organization's main activity ever classified as: ?

• Yes
  When did the main activity change?
  • Date
• No

6. Search and select the industry classification code that best corresponds to this business or organization's main activity.

Select this business or organization's activity sector (optional)

• Farming or logging operation
• Construction company or general contractor
• Manufacturer
• Wholesaler
• Retailer
• Provider of passenger or freight transportation
• Provider of investment, savings or insurance products
• Real estate agency, real estate brokerage or leasing company
• Provider of professional, scientific or technical services
• Provider of health care or social services
• Restaurant, bar, hotel, motel or other lodging establishment
• Other sector

7. You have indicated that the current main activity of this business or organization is:

Main activity

Are there any other activities that contribute significantly (at least 10%) to this business or organization's revenue?

• Yes, there are other activities
  Provide a brief but precise description of this business or organization's secondary activity
  • e.g., breakfast cereal manufacturing, shoe store, software development
• No, that is the only significant activity

8. Approximately what percentage of this business or organization's revenue is generated by each of the following activities?

When precise figures are not available, provide your best estimates.

Reporting period information

1. What are the start and end dates of this business's or organization's most recently completed fiscal year?

For this survey, the end date should fall between April 1, 2020 and March 31, 2021.

Here are twelve common fiscal periods that fall within the targeted dates:

• May 1, 2019 to April 30, 2020
• June 1, 2019 to May 31, 2020
• July 1, 2019 to June 30, 2020
• August 1, 2019 to July 31, 2020
• September 1, 2019 to August 31, 2020
• October 1, 2019 to September 30, 2020
• November 1, 2019 to October 31, 2020
• December 1, 2019 to November 30, 2020
• January 1, 2020 to December 31, 2020
• February 1, 2020 to January 31, 2021
• March 1, 2020 to February 28, 2021
• April 1, 2020 to March 31, 2021.

Here are other examples of fiscal periods that fall within the required dates:

• September 18, 2019 to September 15, 2020 (e.g., floating year-end)
• June 1, 2020 to December 31, 2020 (e.g., a newly opened business).

• Fiscal year start date
• Fiscal year-end date

2. What is the reason the reporting period does not cover a full year?

Select all that apply.

• Seasonal operations
• New business
• Change of ownership
• Temporarily inactive
• Change of fiscal year
• Ceased operations
• Other
  Specify reason the reporting period does not cover a full year

Additional reporting instructions

1. Throughout this questionnaire, please report financial information in thousands of Canadian dollars.

For example, an amount of $763,880.25 should be reported as:

CAN$ '000

I will report in the format above

Revenue

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's revenue from each of the following sources?

Notes:

• a detailed breakdown may be requested in other sections
• these questions are asked of many different industries. Some questions may not apply to this business

Report dollar amounts in thousands of Canadian dollars.

Revenue

a. Sales of goods and services (e.g., fees, commissions, services revenue)

Report net of returns and allowances.

Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business's ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.

Include:

• sales from Canadian locations (domestic and export sales)
• transfers to other business units or a head office of your firm.

Exclude:

• transfers into inventory and consignment sales
• federal, provincial and territorial sales taxes and excise duties and taxes
• intercompany sales in consolidated financial statements.

b. Rental and leasing

Include rental or leasing of apartments, commercial buildings, land, office space, residential housing, investments in co-tenancies and co-ownerships, hotel or motel rooms, long and short term vehicle leasing, machinery or equipment, storage lockers, etc.

c. Commissions

Include commissions earned on the sale of products or services by businesses such as advertising agencies, brokers, insurance agents, lottery ticket sales, sales representatives and travel agencies - compensation could also be reported under this item (for example, compensation for collecting sales tax).

d. Subsidies (including grants, donations, fundraising and sponsorships)

Include:

• non-repayable grants, contributions and subsidies from all levels of government
• revenue from private sector (corporate and individual) sponsorships, donations and fundraising.

e. Royalties, rights, licensing and franchise fees

A royalty is defined as a payment received by the holder of a copyright, trademark or patent.

Include revenue received from the sale or use of all intellectual property rights of copyrighted materials such as musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.

f. Dividends

Include:

• dividend income
• dividends from Canadian sources
• dividends from foreign sources
• patronage dividends.

Exclude equity income from investments in subsidiaries or affiliates.

g. Interest

Include:

• investment revenue
• interest from foreign sources
• interest from Canadian bonds and debentures
• interest from Canadian mortgage loans
• interest from other Canadian sources.

Exclude equity income from investments in subsidiaries or affiliates.

h. All other revenue (Include intracompany transfers)

Include amounts not included in questions a. to g.

Total revenue

The sum of sub-questions a. to h.

E-commerce

The following questions are about e-commerce activities.

E-commerce revenue: Sales of goods and services conducted over the Internet with or without online payment.

Include all revenue for which an order is received and commitment to purchase is made via the Internet, although payment can be made by other means, such as orders made on web pages, an extranet, mobile devices or Electronic Data Interchange (EDI).

Exclude orders made by telephone, facsimile or email.

Sales from automated kiosks located within the business's establishments are excluded from E-commerce sales.

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's total revenue?

Include:

• sales of goods and services
• rental, leasing and property management
• commissions
• subsidies, grants, donations, fundraising and sponsorships
• royalties
• rights
• licensing and franchise fees
• dividends, interest and other revenue.

Report dollar amounts in thousands of Canadian dollars.

Total revenue in CAN$ '000

2. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business have any e-commerce revenue?

E-commerce revenue: Sales of goods and services conducted over the Internet with or without online payment.

Include all revenue for which an order is received and commitment to purchase is made via the Internet, although payment can be made by other means, such as orders made on web pages, an extranet, mobile devices or Electronic Data Interchange (EDI).

Exclude orders made by telephone, facsimile or email.

• Yes
• No

3. Of the [amount] reported in total revenue, what was the total e-commerce revenue?

When precise figures are not available, provide your best estimates.

Report dollar amounts in thousands of Canadian dollars.

Total e-commerce revenue in CAN$ '000

4. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business make sales over the Internet through any of the following methods?

Select all that apply.

Mobile app

Include sales through any app, or application, that is downloaded and designed to run on a handheld device such as a smartphone or tablet (for example, places where a user may download these apps, including Apple's App Store, Google Play or Blackberry App World).

Company website Include sales through a browser-based website where your organization maintains control of the content.

Third-party website Include sales through a browser-based website where a third-party maintains the structure of the website and control of the look and feel while your company only provides the product to be sold (for example, Amazon, Expedia or Etsy).

Electronic Data Interchange (EDI)

A standard format for exchanging business data. EDI is based on the use of message standards, ensuring that all participants use a common language.

• Via a mobile app
• Via your company website
• Via a third-party website
• Via Electronic Data Interchange (EDI)
• Other
  Specify the other methods

5. Does this business have any full-time staff dedicated solely to activities related to e-commerce?

• Yes
• No

6. Why did this business not make sales over the Internet?

Select all that apply.

• Goods and services do not lend themselves to online sales
• Prefer to maintain current business model
• Lack of skilled workers to implement and maintain e-commerce infrastructure
• Cost of development is too high
• Security concerns
• Other
  Specify the other reasons

Expenses

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's expenses for the following items?

Notes:

• a detailed breakdown may be requested in other sections
• these questions are asked of many different industries. Some questions may not apply to this business

Report dollar amounts in thousands of Canadian dollars.

Expenses

a. Cost of goods sold

Many business units distinguish their costs of materials from their other business expenses (selling, general and administrative). This item is included to allow you to easily record your costs/expenses according to your normal accounting practices.

Include:

• cost of raw materials and/or goods purchased for resale - net of discounts earned on purchases
• freight in and duty.

Exclude all costs associated with salaries, wages, benefits, commissions and subcontracts (report at Employment costs and expenses, and Subcontracts).

b. Employment costs and expenses

b1. Salaries, wages and commissions

Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 - Statement of Remuneration Paid) before deductions for this reporting period.

Include:

• vacation pay
• bonuses (including profit sharing)
• employee commissions
• taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays)
• severance pay.

Exclude all payments and expenses associated with casual labour and outside contract workers (report at Subcontracts).

b2. Employee benefits

Include contributions to:

• health plans
• insurance plans
• employment insurance
• pension plans
• workers' compensation
• association dues
• contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans
• contributions to provincial and territorial health and education payroll taxes.

c. Subcontracts

Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.

Include:

• hired casual labour and outside contract workers
• custom work and contract work
• subcontract and outside labour
• hired labour.

d. Research and development fees

Expenses from activities conducted with the intention of making a discovery that could either lead to the development of new products or procedures, or to the improvement of existing products or procedures.

e. Professional and business fees

Include:

• legal services
• accounting and auditing fees
• consulting fees
• education and training fees
• appraisal fees
• management and administration fees
• property management fees
• information technology (IT) consulting and service fees (purchased)
• architectural fees
• engineering fees
• scientific and technical service fees
• other consulting fees (management, technical and scientific)
• veterinary fees
• fees for human health services
• payroll preparation fees
• all other professional and business service fees.

Exclude service fees paid to Head Office (report at All other costs and expenses).

f. Utilities

Utility expenses related to operating your business unit such as water, electricity, gas and heating.

Include:

• diesel, fuel wood, natural gas, oil and propane
• sewage.

Exclude:

• energy expenses covered in your rental and leasing contracts
• telephone, Internet and other telecommunications
• vehicle fuel (report at All other costs and expenses).

g. Office and computer related expenses

Include:

• office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines
• postage and courier (used in the day to day office business activity)
• computer and peripherals upgrade expenses
• data processing.

Exclude telephone, Internet and other telecommunication expenses (report at Telephone, Internet and other telecommunication).

h. Telephone, Internet and other telecommunication

Include:

• internet
• telephone and telecommunications
• cellular telephone
• fax machine
• pager.

i. Business taxes, licenses and permits

Include:

• property taxes paid directly and property transfer taxes
• vehicle license fees
• beverage taxes and business taxes
• trade license fees
• membership fees and professional license fees
• provincial capital tax.

j. Royalties, franchise fees and memberships

Include:

• amounts paid to holders of patents, copyrights, performing rights and trademarks
• gross overriding royalty expenses and direct royalty costs
• resident and non-resident royalty expenses
• franchise fees.

Exclude Crown royalties

k. Crown charges

Federal or Provincial royalty, tax, lease or rental payments made in relation to the acquisition, development or ownership of Canadian resource properties.

Include:

• Crown royalties
• Crown leases and rentals
• oil sand leases
• stumpage fees.

l. Rental and leasing

Include:

• lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses
• motor vehicle rental and leasing expenses
• studio lighting and scaffolding
• machinery and equipment rental expenses
• storage expenses
• road and construction equipment rental
• fuel and other utility costs covered in your rental and leasing contracts.

m. Repair and maintenance

Include:

• buildings and structures
• machinery and equipment
• security equipment
• vehicles
• costs related to materials, parts and external labour associated with these expenses
• janitorial and cleaning services and garbage removal.

n. Amortization and depreciation

Include:

• direct cost depreciation of tangible assets and amortization of leasehold improvements
• amortization of intangible assets (e.g., amortization of goodwill, patents, franchises, copyrights, trademarks, deferred charges, organizational costs).

o. Insurance

Insurance recovery income should be deducted from insurance expenses.

Include:

• professional and other liability insurance
• motor vehicle and property insurance
• executive life insurance
• bonding, business interruption insurance and fire insurance.

p. Advertising, marketing, promotion, meals and entertainment

Include:

• newspaper advertising and media expenses
• catalogues, presentations and displays
• tickets for theatre, concerts and sporting events for business promotion
• fundraising expenses
• meals, entertainment and hospitality purchases for clients.

q. Travel, meetings and conventions

Include:

• travel expenses
• meeting and convention expenses, seminars
• passenger transportation (e.g., airfare, bus, train)
• accommodations
• travel allowance and meals while travelling
• other travel expenses.

r. Financial services

Include:

• explicit service charges for financial services
• credit and debit card commissions and charges
• collection expenses and transfer fees
• registrar and transfer agent fees
• security and exchange commission fees
• other financial service fees.

Exclude interest expenses (report at Interest expense).

s. Interest expense

Report the cost of servicing your company's debt.

Include:

• interest
• bank charges
• finance charges
• interest payments on capital leases
• amortization of bond discounts
• interest on short-term and long-term debt, mortgages, bonds and debentures.

t. Other non-production-related costs and expenses

Include:

• charitable donations and political contributions
• bad debt expense
• loan losses
• provisions for loan losses (minus bad debt recoveries)
• inventory adjustments.

u. All other costs and expenses (including intracompany expenses)

Include:

• production costs
• pipeline operations, drilling, site restoration
• gross overriding royalty
• other producing property rentals
• well operating, fuel and equipment
• other lease rentals
• other direct costs
• equipment hire and operation
• log yard expense, forestry costs, logging road costs
• freight in and duty
• overhead expenses allocated to cost of sales
• other expenses
• cash over/short (negative expense)
• reimbursement of parent company expense
• warranty expense
• recruiting expenses
• general and administrative expenses
• interdivisional expenses
• interfund transfer (minus expense recoveries)
• exploration and development (including prospect/geological, well abandonment and dry holes, exploration expenses, development expenses)
• amounts not included in sub-questions a. to t. above.

Total expenses

The sum of sub-questions a. to u.

Industry characteristics

1. What were this business's sales for each of the following goods and services?

Exclude subsidies, royalties, dividend and interest revenue.

Report all amounts in thousands of Canadian dollars.

Please provide a breakdown of your sales and services revenue, where applicable. Amounts should be reported net of trade discount, value added tax and other taxes based on sales.

Include sales from Canadian locations.

Exclude:

• grants and subsidies
• donations and fundraising
• royalties, rights, licensing and franchise fees
• investment income.

a. Admissions to live performances and events presented by this business

Include:

• admissions through sale of general public tickets and seasonal subscriptions
• bundled admission packages that include food and beverage service, backstage passes, etc.
• personal seat licenses and box leases
• admissions to live performances in which the admission takes the form of a cover charge
• membership fees paid primarily for the right of admission to performances.

Exclude:

• payments received for events and performances owned, produced or presented by other establishments using your facilities (report at question 1b.)
• contract production (report at question 1d.).

b. Facility rental revenue

Report your share of box office receipts for events or performances that were owned, produced or presented by others using or renting your facilities.

d. Contract production

Fees earned by individuals, companies or teams for the production of live performances, sports or racing events under contract to promoters, venue owners or others. The contracts will specify the type of payment received by the performers, artists, companies, athletes or teams, for example a flat rate or a percentage of admission revenues. Contracts may also specify the disposition of any intellectual property rights arising from the performance.

Exclude:

• contract production of literary, dramatic, musical and artistic works, sound recordings and communication signals (report at question 1m.)
• licensing of copyrights relating to a live performance (report at question 2a.)
• technical (non-performance) services (report at question 1g.).

e. Professional fees and commission for career management and representation services for artists, athletes, entertainers and others

Acting on behalf of artists, athletes, entertainers and other public figures in a wide range of activities that enhance the client's career.

Include negotiating contracts and bookings performances and public appearances.

f. Event management services

Planning, organizing, marketing and managing a live sports or performing arts event on behalf of others including venue owners, performers, etc.

g. Technical artistic services

Providing artistic technical support services, such as backstage services and post-production services.

Include:

• lighting, key grip and set placement and removal
• editing, visual effects, copying, captioning, adding music and foreign language dubbing.

i. Advertising revenue

Revenue obtained by providing services that attract attention to a product, business, cause, etc.

Include:

• the provision of display space on various surfaces such as billboards
• agent services involved in buying and selling space or time for advertising messages
• the sale of venue naming rights, sponsorship rights, endorsement services and exclusivity rights.

j. Sales of food and non-alcoholic beverages

Include:

• prepared meals
• packaged food
• vending machine sales.

l. Sales of merchandise

Revenue obtained from parts and materials charged in repair work as well as from the sales of all items other than food or beverages.

Include:

• recreational and sports equipment and accessories
• oil and gasoline
• clothing
• arts and crafts
• magazines.

2. What was this business's revenue from the following royalties, rights, licensing and franchise fees?

Revenues from royalties, rights, licensing and franchise fees

a. Licensing of rights to use copyrighted works and trademarks

Licensing the rights to use copyrighted intellectual property and trademarks, such as logos.

Licenses authorize the licensee to exploit the copyrighted work, for example: to reproduce or perform a literary or musical piece of work by making a sound or video recording of the piece, to rent a computer program to make a recording of a particular performance. A license may authorize some or all of these rights.

Include licenses to use:

• literary works such as book manuscripts and computer programs
• dramatic works such as films, videos, plays, screenplays and scripts
• musical works
• artistic works such as paintings and photographs
• actor's or singer's performances
• broadcast communication signals
• sound recordings.

b. Broadcast and other media rights

Granting the right of access (on a fee, royalty, or other basis) to a sporting event, facility or activity for the purpose of commercially exploiting sounds, images and other information of the event, facility or activity. The contracts define the type of exploitation permitted and may specify the ownership of intellectual property rights relating to the sounds, images and other information.

3. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was the attendance for the following performances and events?

If a particular category does not apply to this business, leave the field blank. If records are not kept, please provide your best estimate.

Attendance

Live sports and racing events and Live performing arts performances, festivals and fairs

a. and c. Presented by this business

Please report attendance numbers for presentations that are produced/owned by your establishment.

b. and d. Presented by others using this business's facilities (such as rentals)

Please report attendance numbers for presentations that are produced/owned by another establishment.

Sales by type of client

1. What was this business's breakdown of sales by the following types of client?

Sales by type of client

This section is designed to measure which sector of the economy purchases your services.

Please provide a percentage breakdown of your sales by type of client.

Please ensure that the sum of percentages reported in this section equals 100%.

a. to c. Clients in Canada

a. Individuals and households

Please report the percentage of sales to individuals and households who do not represent the business or government sector.

b. Businesses

Percentage of sales sold to the business sector should be reported here.

Include sales to Crown corporations.

c. Governments, not-for-profit organizations and public institutions (e.g., hospitals, schools)

Percentage of sales to federal, provincial, territorial and municipal governments should be reported here.

Include: sales to hospitals, schools, universities and public utilities.

d. Clients outside Canada

Please report the percentage of total sales to customers or clients located outside Canada including foreign businesses, foreign individuals, foreign institutions and/or governments.

Include sales to foreign subsidiaries and affiliates.

International transactions - revenue received from exports

1. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business receive revenue from clients outside Canada for the sale of products, services, royalties, rights, licensing or franchise fees?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

• Yes
• No

2. What was the revenue received from clients outside Canada?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

Revenue received (CAN$ '000)

3. What was the percentage breakdown of revenue received from clients outside Canada by goods, services and royalties?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

4. What was the percentage breakdown of revenue received from clients outside Canada by country?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

International transactions - purchases from outside Canada (imports)

5. During the reporting period of YYYY-MM-DD to YYYY-MM-DD, did this business make payments to suppliers outside Canada for the purchase of products, services, royalties, rights, licensing or franchise fees?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

• Yes
• No

6. What were the payments made to suppliers outside Canada?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

Payments made (CAN$ '000)

7. What was the percentage breakdown of payments made to suppliers outside Canada by goods, services and royalties?

International transactions

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

8. What was the percentage breakdown of payments made to suppliers outside Canada by country?

This section is intended to measure the value of international transactions on goods, services, royalties and licensing fees. It covers imported services and goods purchased outside Canada as well as the value of exported services and goods to clients/customers outside Canada. Please report also royalties, rights, licensing and franchise fees paid to and/or received from outside Canada. Services cover a variety of industrial, professional, trade and business services.

COVID-19

1.  In response to the COVID-19 pandemic, did this business experience additional expenses to comply with public health and safety guidelines or corporate guidelines to be allowed to operate? 

Additional expenses could include: purchases of cleaning supplies, sanitation measures, protective equipment for employees or customers and costs to retrofit business operations (e.g., Plexiglass barriers, new equipment that facilitates physical distancing, additional labour costs).

Public health and safety guidelines refer to guidelines from a federal, provincial or municipal health agency.

• Yes
  • What were the total additional expenses in fiscal year 2020?
  • Report in thousands of dollars. For expenses less than $500, enter "0".
  • When precise figures are not available, please provide your best estimate.
    • Additional labour costs, if applicable (CAN$ '000)
    • Other additional expenses (CAN$ '000)
  • As a result of the additional expenses or business conditions, did this business delay plans to expand operating capacity or undertake investments? 
    • Yes
    • No
• No

2. In response to the COVID-19 pandemic, in which of the following ways did this business change operating methods? 

Include both temporary and ongoing changes.

Select all that apply.

• Adopt or expand upon a contact-less business model
  e.g., e-commerce sales, drive-through, delivery, curbside pickup, offer virtual services
• Retrofit the workspace
• Invest in e-commerce platforms
• Use business intelligence technologies
  e.g., cloud-based computing systems and big data analytic tools
• Develop new supply chains
• Ask some or all employees to work from home
• Introduce or accelerate the introduction of new goods and services
• Increase prices charged to customers of certain goods and services as a result of the COVID-19 pandemic
• Decrease prices charged to customers of certain goods and services as a result of the COVID-19 pandemic
• Change marketing strategy
• Include re-allocating marketing budget.
• Increase marketing budget
• Decrease marketing budget
• Expand to new markets
• Substitute capital for labour
  e.g., automation, robots for use in producing goods and services
• Provided extra staff training
  e.g., job specific training, managerial training, training in new technology, training in new business practices, digital skills training, data literacy skills, other training and development
• Downsize business activities
  e.g., reduce goods and services offered
• Reduce labour costs
  e.g., lay off employees, furlough employees, request employees take vacation, reduce hours of employees, offer early retirement package, outsource work
• Reduce costs other than labour costs
• Take other actions
• Specify the additional actions taken
  OR
• No changes to operating methods in response to the COVID-19 pandemic

3. Due to COVID-19, did this business receive public financial relief to avoid layoffs through the Canada Emergency Wage Subsidy or Temporary 10% Wage Subsidy programs? 

• Yes
  • How much did your business obtain through these means?
  • Financial relief received (CAN$ '000)
• No

Notification of intent to web scrape

1. Does this business have a website?

• Yes
  • Specify the business website address
  • e.g., www.example.ca
• No

Statistics Canada is piloting a web data extraction initiative, also known as web scraping, which uses software to search and compile publicly available data from business websites. As a result, we may visit the website for this business to search for, and compile, additional information. This initiative should allow us to reduce the reporting burden on businesses, as well as produce additional statistical indicators to ensure that our data remain accurate and relevant.

We will do our utmost to ensure the data are collected in a manner that will not affect the functionality of the website. Any data collected will be used by Statistics Canada for statistical and research purposes only, in accordance with the agency's mandate.

Please visit Statistics Canada's web scraping initiative page- this link will open in a new window for more information.

Please visit Statistics Canada's transparency and accountability page- this link will open in a new window to learn more.

If you have any questions or concerns, please contact Statistics Canada Client Services, toll-free at 1-877-949-9492 (TTY: 1-800-363-7629) or by email at infostats@statcan.gc.ca - this link will open in a new window.

Changes or events

1. Indicate any changes or events that affected the reported values for this business or organization, compared with the last reporting period.

Select all that apply.

• Strike or lock-out
• Exchange rate impact
• Price changes in goods or services sold
• Contracting out
• Organizational change
• Price changes in labour or raw materials
• Natural disaster
• Recession
• Change in product line
• Sold business or business units
• Expansion
• New or lost contract
• Plant closures
• Acquisition of business or business units
• Other
  Specify the other changes or events:
• No changes or events

Contact person

2. Statistics Canada may need to contact the person who completed this questionnaire for further information.

Is the provided given names and the provided family name the best person to contact?

• Yes
• No

Who is the best person to contact about this questionnaire?

• First name:
• Last name:
• Title:
• Email address:
• Telephone number (including area code):
• Extension number (if applicable):
  The maximum number of characters is 5.
• Fax number (including area code):

Feedback

3. How long did it take to complete this questionnaire?

Include the time spent gathering the necessary information.

• Hours:
• Minutes:

4. Do you have any comments about this questionnaire?

Why do we conduct this survey?

This survey is conducted by Statistics Canada in order to collect the necessary information to support the Integrated Business Statistics Program (IBSP). This program combines various survey and administrative data to develop comprehensive measures of the Canadian economy.

The statistical information from the IBSP serves many purposes, including:

• Calculating each province and territory's fair share of federal-provincial transfer payments for health, education and social programs
• Establishing government programs to assist businesses
• Assisting the business community in negotiating contracts and collective agreements
• Supporting the government in making informed decisions about fiscal, monetary and foreign exchange policies
• Indexing social benefit programs and determining tax brackets
• Enabling academics and economists to analyze the economic performance of Canadian industries and to better understand rapidly evolving business environments.

Your information may also be used by Statistics Canada for other statistical and research purposes.

Your participation in this survey is required under the authority of the Statistics Act.

Other important information

Authorization to collect this information

Data are collected under the authority of the Statistics Act, Revised Statutes of Canada, 1985, Chapter S-19.

Confidentiality

By law, Statistics Canada is prohibited from releasing any information it collects that could identify any person, business, or organization, unless consent has been given by the respondent, or as permitted by the Statistics Act. Statistics Canada will use the information from this survey for statistical purposes only.

Record linkages

To enhance the data from this survey and to reduce respondent burden, Statistics Canada may combine it with information from other surveys or from administrative sources.

Data-sharing agreements

To reduce respondent burden, Statistics Canada has entered into data-sharing agreements with provincial and territorial statistical agencies and other government organizations, which have agreed to keep the data confidential and use them only for statistical purposes. Statistics Canada will only share data from this survey with those organizations that have demonstrated a requirement to use the data.

Section 11 of the Statistics Act provides for the sharing of information with provincial and territorial statistical agencies that meet certain conditions. These agencies must have the legislative authority to collect the same information, on a mandatory basis, and the legislation must provide substantially the same provisions for confidentiality and penalties for disclosure of confidential information as the Statistics Act. Because these agencies have the legal authority to compel businesses to provide the same information, consent is not requested and businesses may not object to the sharing of the data.

For this survey, there are Section 11 agreements with the provincial and territorial statistical agencies of Newfoundland and Labrador, Nova Scotia, New Brunswick, Québec, Ontario, Manitoba, Saskatchewan, Alberta, British Columbia and the Yukon. The shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Section 12 of the Statistics Act provides for the sharing of information with federal, provincial or territorial government organizations. Under Section 12, you may refuse to share your information with any of these organizations by writing a letter of objection to the Chief Statistician, specifying the organizations with which you do not want Statistics Canada to share your data and mailing it to the following address:

Chief Statistician of Canada
Statistics Canada
Attention of Director, Enterprise Statistics Division
150 Tunney's Pasture Driveway
Ottawa, Ontario
K1A 0T6

You may also contact us by email at statcan.esdhelpdesk-dsebureaudedepannage.statcan@statcan.gc.ca or by fax at 613-951-6583.

For this survey, there are Section 12 agreements with the statistical agencies of Prince Edward Island, the Northwest Territories and Nunavut.

For agreements with provincial and territorial government organizations, the shared data will be limited to information pertaining to business establishments located within the jurisdiction of the respective province or territory.

Business or organization and contact information

1. Please verify or provide the business or organization's legal and operating name and correct where needed.

Note: Legal name modifications should only be done to correct a spelling error or typo.

Legal Name

The legal name is one recognized by law, thus it is the name liable for pursuit or for debts incurred by the business or organization. In the case of a corporation, it is the legal name as fixed by its charter or the statute by which the corporation was created.

Modifications to the legal name should only be done to correct a spelling error or typo.

To indicate a legal name of another legal entity you should instead indicate it in question 3 by selecting 'Not currently operational' and then choosing the applicable reason and providing the legal name of this other entity along with any other requested information.

Operating Name

The operating name is a name the business or organization is commonly known as if different from its legal name. The operating name is synonymous with trade name.

• Legal name
• Operating name (if applicable)

2. Please verify or provide the contact information of the designated business or organization contact person for this questionnaire and correct where needed.

Note: The designated contact person is the person who should receive this questionnaire. The designated contact person may not always be the one who actually completes the questionnaire.

• First name
• Last name
• Title
• Preferred language of communication
  • English
  • French
• Mailing address (number and street)
• City
• Province, territory or state
• Postal code or ZIP code
• Country
  • Canada
  • United States
• Email address
• Telephone number (including area code)
• Extension number (if applicable)
  The maximum number of characters is 5.
• Fax number (including area code)

3. Please verify or provide the current operational status of the business or organization identified by the legal and operating name above.

• Operational
• Not currently operational
  Why is this business or organization not currently operational?
  • Seasonal operations
    • When did this business or organization close for the season?
      • Date
    • When does this business or organization expect to resume operations?
      • Date
  • Ceased operations
    • When did this business or organization cease operations?
      • Date
    • Why did this business or organization cease operations?
      • Bankruptcy
      • Liquidation
      • Dissolution
      • Other - Specify the other reasons for ceased operations
  • Sold operations
    • When was this business or organization sold?
      • Date
    • What is the legal name of the buyer?
  • Amalgamated with other businesses or organizations
    • When did this business or organization amalgamate?
      • Date
    • What is the legal name of the resulting or continuing business or organization?
    • What are the legal names of the other amalgamated businesses or organizations?
  • Temporarily inactive but will re-open
    • When did this business or organization become temporarily inactive?
      • Date
    • When does this business or organization expect to resume operations?
      • Date
    • Why is this business or organization temporarily inactive?
  • No longer operating due to other reasons
    • When did this business or organization cease operations?
      • Date
    • Why did this business or organization cease operations?

4. Please verify or provide the current main activity of the business or organization identified by the legal and operating name above.

Note: The described activity was assigned using the North American Industry Classification System (NAICS).

This question verifies the business or organization's current main activity as classified by the North American Industry Classification System (NAICS). The North American Industry Classification System (NAICS) is an industry classification system developed by the statistical agencies of Canada, Mexico and the United States. Created against the background of the North American Free Trade Agreement, it is designed to provide common definitions of the industrial structure of the three countries and a common statistical framework to facilitate the analysis of the three economies. NAICS is based on supply-side or production-oriented principles, to ensure that industrial data, classified to NAICS, are suitable for the analysis of production-related issues such as industrial performance.

The target entity for which NAICS is designed are businesses and other organizations engaged in the production of goods and services. They include farms, incorporated and unincorporated businesses and government business enterprises. They also include government institutions and agencies engaged in the production of marketed and non-marketed services, as well as organizations such as professional associations and unions and charitable or non-profit organizations and the employees of households.

The associated NAICS should reflect those activities conducted by the business or organizational units targeted by this questionnaire only, as identified in the 'Answering this questionnaire' section and which can be identified by the specified legal and operating name. The main activity is the activity which most defines the targeted business or organization's main purpose or reason for existence. For a business or organization that is for-profit, it is normally the activity that generates the majority of the revenue for the entity.

The NAICS classification contains a limited number of activity classifications; the associated classification might be applicable for this business or organization even if it is not exactly how you would describe this business or organization's main activity.

Please note that any modifications to the main activity through your response to this question might not necessarily be reflected prior to the transmitting of subsequent questionnaires and as a result they may not contain this updated information.

The following is the detailed description including any applicable examples or exclusions for the classification currently associated with this business or organization.

Description and examples

• This is the current main activity.
  Please provide a brief but precise description of this business or organization's main activity.
  • e.g., breakfast cereal manufacturing, shoe store, software development
• This is not the current main activity.

Main activity

5. You indicated that is not the current main activity.

Was this business or organization's main activity ever classified as: ?

• Yes
  When did the main activity change?
  • Date
• No

6. Please search and select the industry classification code that best corresponds to this business or organization's main activity.

Select this business or organization's activity sector (optional)

• Farming or logging operation
• Construction company or general contractor
• Manufacturer
• Wholesaler
• Retailer
• Provider of passenger or freight transportation
• Provider of investment, savings or insurance products
• Real estate agency, real estate brokerage or leasing company
• Provider of professional, scientific or technical services
• Provider of health care or social services
• Restaurant, bar, hotel, motel or other lodging establishment
• Other sector

7. You have indicated that the current main activity of this business or organization is:

Main activity

Are there any other activities that contribute significantly (at least 10%) to this business or organization's revenue?

• Yes, there are other activities.
  Please provide a brief but precise description of this business or organization's secondary activity.
  • e.g., breakfast cereal manufacturing, shoe store, software development
• No, that is the only significant activity.

8. Approximately what percentage of this business or organization's revenue is generated by each of the following activities?

When precise figures are not available, please provide your best estimates.

Reporting period information

1. What are the start and end dates of this business's or organization's most recently completed fiscal year?

Note: For the survey, the end date should fall between April 1, 2020 and March 31, 2021.

Here are twelve common fiscal periods that fall within the targeted dates:

• May 1, 2019 to April 30, 2020
• June 1, 2019 to May 31, 2020
• July 1, 2019 to June 30, 2020
• August 1, 2019 to July 31, 2020
• September 1, 2019 to August 31, 2020
• October 1, 2019 to September 30, 2020
• November 1, 2019 to October 31, 2020
• December 1, 2019 to November 30, 2020
• January 1, 2020 to December 31, 2020
• February 1, 2020 to January 31, 2021
• March 1, 2020 to February 28, 2021
• April 1, 2020 to March 31, 2021.

Here are other examples of fiscal periods that fall within the required dates:

• September 18, 2019 to September 15, 2020 (e.g., floating year-end)
• June 1, 2020 to December 31, 2020 (e.g., a newly opened business)

• Fiscal Year Start date
• Fiscal Year-End date

2. What is the reason the reporting period does not cover a full year?

Select all that apply.

• Seasonal operations
• New business
• Change of ownership
• Temporarily inactive
• Change of fiscal year
• Ceased operations
• Other
  Specify reason the reporting period does not cover a full year

Additional reporting instructions

1. Throughout this questionnaire, please report financial information in thousands of Canadian dollars.

For example, an amount of $763,880.25 should be reported as:

CAN$ '000: $764,000

I will report in the format above

Revenue

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what was this business's revenue from each of the following sources?

Notes:

• a detailed breakdown may be requested in other sections
• these questions are asked of many different industries. Some questions may not apply to this business

Please report all amounts in thousands of Canadian dollars.

Revenue

1. Sales of goods and services (e.g., fees, commissions, services revenue)
   • Report net of returns and allowances.
   • Sales of goods and services are defined as amounts derived from the sale of goods and services (cash or credit), falling within a business's ordinary activities. Sales should be reported net of trade discount, value added tax and other taxes based on sales.
   • Include:
     • sales from Canadian locations (domestic and export sales)
     • transfers to other business units or a head office of your firm.
   • Exclude:
     • transfers into inventory and consignment sales
     • federal, provincial and territorial sales taxes and excise duties and taxes
     • intercompany sales in consolidated financial statements.
2. Rental and leasing
   • Include: rental or leasing of apartments, commercial buildings, land, office space, residential housing, investments in co-tenancies and co-ownerships, hotel or motel rooms, long and short term vehicle leasing, machinery or equipment, storage lockers, etc.
3. Commissions
   • Include: commissions earned on the sale of products or services by businesses such as advertising agencies, brokers, insurance agents, lottery ticket sales, sales representatives and travel agencies - compensation could also be reported under this item (for example, compensation for collecting sales tax)
4. Subsidies (including grants, donations, fundraising and sponsorships)
   • Include:
     • non-repayable grants, contributions and subsidies from all levels of government
     • revenue from private sector (corporate and individual) sponsorships, donations and fundraising.
5. Royalties, rights, licensing and franchise fees
   • A royalty is defined as a payment received by the holder of a copyright, trademark or patent.
   • Include revenue received from the sale or use of all intellectual property rights of copyrighted materials such as musical, literary, artistic or dramatic works, sound recordings or the broadcasting of communication signals.
6. Dividends
   • Include:
     • dividend income
     • dividends from Canadian sources
     • dividends from foreign sources
     • patronage dividends.
   • Exclude equity income from investments in subsidiaries or affiliates.
7. Interest
   • Include:
     • investment revenue
     • interest from foreign sources
     • interest from Canadian bonds and debentures
     • interest from Canadian mortgage loans
     • interest from other Canadian sources.
   • Exclude equity income from investments in subsidiaries or affiliates.
8. All other revenue (Include intracompany transfers)
   • Include amounts not included in questions a. to g.
   Total revenue
   • The sum of sub-questions a. to h.

Expenses

1. For the reporting period of YYYY-MM-DD to YYYY-MM-DD, what were this business's expenses for the following items?

Notes:

• a detailed breakdown may be requested in other sections
• these questions are asked of many different industries. Some questions may not apply to this business

Please report all amounts in thousands of Canadian dollars.

Expenses

1. Cost of goods sold
   • Many business units distinguish their costs of materials from their other business expenses (selling, general and administrative). This item is included to allow you to easily record your costs/expenses according to your normal accounting practices.
   • Include:
     • cost of raw materials and/or goods purchased for resale - net of discounts earned on purchases
     • freight in and duty.
   • Exclude all costs associated with salaries, wages, benefits, commissions and subcontracts (report at Employment costs and expenses, and Subcontracts).
2. Employment costs and expenses
   • b1. Salaries, wages and commissions
   • Please report all salaries and wages (including taxable allowances and employment commissions as defined on the T4 - Statement of Remuneration Paid) before deductions for this reporting period.
   • Include:
     • vacation pay
     • bonuses (including profit sharing)
     • employee commissions
     • taxable allowances (e.g., room and board, vehicle allowances, gifts such as airline tickets for holidays)
     • severance pay.
   • Exclude all payments and expenses associated with casual labour and outside contract workers (report at Subcontracts).
   • b2. Employee benefits
   • Include contributions to:
     • health plans
     • insurance plans
     • employment insurance
     • pension plans
     • workers' compensation
     • association dues
     • contributions to any other employee benefits such as child care and supplementary unemployment benefit (SUB) plans
     • contributions to provincial and territorial health and education payroll taxes.
3. Subcontracts
   • Subcontract expense refers to the purchasing of services from outside of the company rather than providing them in-house.
   • Include:
     • hired casual labour and outside contract workers
     • custom work and contract work
     • subcontract and outside labour
     • hired labour.
4. Research and development fees
   • Expenses from activities conducted with the intention of making a discovery that could either lead to the development of new products or procedures, or to the improvement of existing products or procedures.
5. Professional and business fees
   • Include:
     • legal services
     • accounting and auditing fees
     • consulting fees
     • education and training fees
     • appraisal fees
     • management and administration fees
     • property management fees
     • information technology (IT) consulting and service fees (purchased)
     • architectural fees
     • engineering fees
     • scientific and technical service fees
     • other consulting fees (management, technical and scientific)
     • veterinary fees
     • fees for human health services
     • payroll preparation fees
     • all other professional and business service fees.
   • Exclude service fees paid to Head Office (report at All other costs and expenses).
6. Utilities
   • Utility expenses related to operating your business unit such as water, electricity, gas, heating and hydro.
   • Include:
     • diesel, fuel wood, natural gas, oil and propane
     • sewage.
   • Exclude:
     • energy expenses covered in your rental and leasing contracts
     • telephone, Internet and other telecommunications
     • vehicle fuel (report at All other costs and expenses).
7. Office and computer related expenses
   • Include:
     • office stationery and supplies, paper and other supplies for photocopiers, printers and fax machines
     • postage and courier (used in the day to day office business activity)
     • computer and peripherals upgrade expenses
     • data processing.
   • Exclude telephone, Internet and other telecommunication expenses (report at Telephone, Internet and other telecommunication).
8. Telephone, Internet and other telecommunication
   • Include:
     • internet
     • telephone and telecommunications
     • cellular telephone
     • fax machine
     • pager.
9. Business taxes, licenses and permits
   • Include:
     • property taxes paid directly and property transfer taxes
     • vehicle license fees
     • beverage taxes and business taxes
     • trade license fees
     • membership fees and professional license fees
     • provincial capital tax.
10. Royalties, franchise fees and memberships
    • Include:
      • amounts paid to holders of patents, copyrights, performing rights and trademarks
      • gross overriding royalty expenses and direct royalty costs
      • resident and non-resident royalty expenses
      • franchise fees.
    • Exclude Crown royalties
11. Crown charges
    • Federal or Provincial royalty, tax, lease or rental payments made in relation to the acquisition, development or ownership of Canadian resource properties.
    • Include:
      • Crown royalties
      • Crown leases and rentals
      • oil sand leases
      • stumpage fees.
12. Rental and leasing
    • Include:
      • lease rental expenses, real estate rental expenses, condominium fees and equipment rental expenses
      • motor vehicle rental and leasing expenses
      • studio lighting and scaffolding
      • machinery and equipment rental expenses
      • storage expenses
      • road and construction equipment rental
      • fuel and other utility costs covered in your rental and leasing contracts.
13. Repair and maintenance
    • Include:
      • buildings and structures
      • machinery and equipment
      • security equipment
      • vehicles
      • costs related to materials, parts and external labour associated with these expenses
      • janitorial and cleaning services and garbage removal.
14. Amortization and depreciation
    • Include:
      • direct cost depreciation of tangible assets and amortization of leasehold improvements
      • amortization of intangible assets (e.g., amortization of goodwill, patents, franchises, copyrights, trademarks, deferred charges, organizational costs).
15. Insurance
    • Insurance recovery income should be deducted from insurance expenses.
    • Include:
      • professional and other liability insurance
      • motor vehicle and property insurance
      • executive life insurance
      • bonding, business interruption insurance and fire insurance.
16. Advertising, marketing, promotion, meals and entertainment
    • Include:
      • newspaper advertising and media expenses
      • catalogues, presentations and displays
      • tickets for theatre, concerts and sporting events for business promotion
      • fundraising expenses
      • meals, entertainment and hospitality purchases for clients.
17. Travel, meetings and conventions
    • Include:
      • travel expenses
      • meeting and convention expenses, seminars
      • passenger transportation (e.g., airfare, bus, train)
      • accommodations
      • travel allowance and meals while travelling
      • other travel expenses.
18. Financial services
    • Include:
      • explicit service charges for financial services
      • credit and debit card commissions and charges
      • collection expenses and transfer fees
      • registrar and transfer agent fees
      • security and exchange commission fees
      • other financial service fees.
    • Exclude interest expenses (report at Interest expense).
19. Interest expense
    • Report the cost of servicing your company's debt.
    • Include:
      • interest
      • bank charges
      • finance charges
      • interest payments on capital leases
      • amortization of bond discounts
      • interest on short-term and long-term debt, mortgages, bonds and debentures.
20. Other non-production-related costs and expenses
    • Include:
      • charitable donations and political contributions
      • bad debt expense
      • loan losses
      • provisions for loan losses (minus bad debt recoveries)
      • inventory adjustments.
21. All other costs and expenses (including intracompany expenses)
    • Include:
      • production costs
      • pipeline operations, drilling, site restoration
      • gross overriding royalty
      • other producing property rentals
      • well operating, fuel and equipment
      • other lease rentals
      • other direct costs
      • equipment hire and operation
      • log yard expense, forestry costs, logging road costs
      • freight in and duty
      • overhead expenses allocated to cost of sales
      • other expenses
      • cash over/short (negative expense)
      • reimbursement of parent company expense
      • warranty expense
      • recruiting expenses
      • general and administrative expenses
      • interdivisional expenses
      • interfund transfer (minus expense recoveries)
      • exploration and development (including prospect/geological, well abandonment & dry holes, exploration expenses, development expenses)
      • amounts not included in sub-questions a. to t. above.
    Total expenses
    • The sum of sub-questions a. to u.

Industry characteristics

1. What were this business's sales for each of the following goods and services?

Please report all amounts in thousands of Canadian dollars.

Sales

1. Commissions earned from the sale of real estate and lots
   • Include commissions and fees earned from:
     • assisting buyers and sellers with the sale or re-sale of homes, buildings, businesses, lands and properties (include in trust amounts), while acting in an agency capacity
     • assisting owners of real estate to rent buildings, units, land and other types of real estate, while acting in an agency capacity
     • providing real estate auction services.
   • Exclude:
     • advising clients on property matters, but not acting in an agency capacity (report at Revenue from real estate consulting services)
     • handling rentals for an owner as part of an ongoing property management service (report at Other).
2. Revenue received from independent real estate associates
   • Include commissions, fees and other revenues that are paid by independent real estate salespersons to this surveyed business. Some examples of these are desk fees, deal fees, charges for office space/use, publicity and advertising.
3. Revenue from real estate consulting services
   • Providing advice and guidance to clients regarding real estate. Includes advice on real estate-related accountancy, financing and similar matters that are provided to the client independently of the actual provision of accountancy, financial and similar services.
   • Include:
     • expert witness services related to real estate
     • commercial and industrial location finding services.
   • Exclude advising clients on property matters, while acting in an agency capacity (report at Commissions earned from real estate and lots).
4. Revenue from real estate appraisal services
   • Providing assessments of the value of real estate, in order to assist clients in buying, selling or financing the purchase of real estate or in dealing with tax matters.
   • Include:
     • conducting general real estate appraisals
     • reviewing of others' appraisals
     • conducting appraisals for taxation purposes.
   • Exclude providing advice about real estate and property matters, not associated with providing an appraisal (report at Revenue from real estate consulting services).
5. Revenue from real estate listing services
   • Providing a register of real estate offered for sale in an area, in a printed directory, electronic database or other format.
6. Revenue from rental or leasing of property directly owned by this business
   • Include the revenue received from the rental or leasing of property owned by this business only if it is earned as part of the normal real estate broker operations of the business.
   • Exclude income generated from the rental or leasing of properties that are owned or partially owned by the business as investment properties or other types of operations that are not related to the real estate broker operations.
7. Other sales of goods and services - specify
   • Include:
     • ongoing property management services
     • referral fees (i.e. from mortgage brokers, financial institutions, etc.)
     • bad debt recoveries
     • miscellaneous sales and service revenue.
   Total sales of goods and services
   • The sum of questions 1a. to 1g.

2. What was the percentage breakdown of this business's commissions earned from the sale of real estate and lots (amount) for the following items?

Commercial property refers to all types of non-residential (including industrial and agricultural) real estate.

Percentage breakdown of the total reported at question 1a.

3. What was the percentage breakdown of this business's revenue from rental or leasing of property directly owned by this business (amount) for the following?

Commercial property refers to all types of non-residential (including industrial and agricultural) real estate.

Percentage breakdown of the total reported at question 1f.

4. What were this business's expenses for each of the following types of commissions?

Please report all amounts in thousands of Canadian dollars.

1. Commissions and fees paid to independent real estate salespersons
   • Include all commissions and fees paid to independent real estate salespersons if they are by some means contracted to you.
   • Exclude commissions paid to your employees (reported in Expenses section at question 1b. - Salaries and wages).
2. Commissions and fees paid to other real estate brokers / real estate agencies
   • Include all commissions and fees paid to other real estate brokers for their actions in assisting in real estate transactions.
   Total commissions paid to non-employees
   • The sum of questions 4(a) and 4(b).

5. During the reporting period of YYYY-MM-DD to YYYY-MM-DD how many independent real estate salespersons were there?

• Number of independent real estate salespersons during this reference period

Include persons that are licensed to sell or trade in real estate and are contracted to work for your enterprise; these independents may themselves be licensed or registered as brokers but if they are contracted to work as an independent salesperson, they are treated as such.

• Number

COVID-19

1. In response to the COVID-19 pandemic, did this business experience additional expenses to comply with public health and safety guidelines or corporate guidelines to be allowed to operate? 

Additional expenses could include: purchases of cleaning supplies, sanitation measures, protective equipment for employees or customers and costs to retrofit business operations (e.g., Plexiglass barriers, new equipment that facilitates physical distancing, additional labour costs).

Public health and safety guidelines refer to guidelines from a federal, provincial or municipal health agency.

• Yes
  • What were the total additional expenses in fiscal year 2020?
  • Report in thousands of dollars. For expenses less than $500, enter "0".
  • When precise figures are not available, please provide your best estimate.
    • Additional labour costs, if applicable (CAN$ '000)
    • Other additional expenses (CAN$ '000)
  • As a result of the additional expenses or business conditions, did this business delay plans to expand operating capacity or undertake investments? 
    • Yes
    • No
• No

2. In response to the COVID-19 pandemic, in which of the following ways did this business change operating methods? 

Include both temporary and ongoing changes.

Select all that apply.

• Adopt or expand upon a contact-less business model
  e.g., e-commerce sales, drive-through, delivery, curbside pickup, offer virtual services
• Retrofit the workspace
• Invest in e-commerce platforms
• Use business intelligence technologies
  e.g., cloud-based computing systems and big data analytic tools
• Develop new supply chains
• Ask some or all employees to work from home
• Introduce or accelerate the introduction of new goods and services
• Increase prices charged to customers of certain goods and services as a result of the COVID-19 pandemic
• Decrease prices charged to customers of certain goods and services as a result of the COVID-19 pandemic
• Change marketing strategy
• Include re-allocating marketing budget.
• Increase marketing budget
• Decrease marketing budget
• Expand to new markets
• Substitute capital for labour
  e.g., automation, robots for use in producing goods and services
• Provided extra staff training
  e.g., job specific training, managerial training, training in new technology, training in new business practices, digital skills training, data literacy skills, other training and development
• Downsize business activities
  e.g., reduce goods and services offered
• Reduce labour costs
  e.g., lay off employees, furlough employees, request employees take vacation, reduce hours of employees, offer early retirement package, outsource work
• Reduce costs other than labour costs
• Take other actions
• Specify the additional actions taken
  OR
• No changes to operating methods in response to the COVID-19 pandemic

3. Due to COVID-19, did this business receive public financial relief to avoid layoffs through the Canada Emergency Wage Subsidy or Temporary 10% Wage Subsidy programs? 

• Yes
  • How much did your business obtain through these means?
  • Financial relief received (CAN$ '000)
• No

Notification of intent to web scrape

1. Does this business have a website?

• Yes
  • Specify the business website address
  • e.g., www.example.ca
• No

Statistics Canada is piloting a web data extraction initiative, also known as web scraping, which uses software to search and compile publicly available data from business websites. As a result, we may visit the website for this business to search for, and compile, additional information. This initiative should allow us to reduce the reporting burden on businesses, as well as produce additional statistical indicators to ensure that our data remain accurate and relevant.

We will do our utmost to ensure the data are collected in a manner that will not affect the functionality of the website. Any data collected will be used by Statistics Canada for statistical and research purposes only, in accordance with the agency's mandate.

Please visit Statistics Canada's web scraping initiative page- this link will open in a new window for more information.

Please visit Statistics Canada's transparency and accountability page- this link will open in a new window to learn more.

If you have any questions or concerns, please contact Statistics Canada Client Services, toll-free at 1-877-949-9492 (TTY: 1-800-363-7629) or by email at infostats@statcan.gc.ca.

Changes or events

1. Indicate any changes or events that affected the reported values for this business or organization, compared with the last reporting period.

Select all that apply.

• Strike or lock-out
• Exchange rate impact
• Price changes in goods or services sold
• Contracting out
• Organisational change
• Price changes in labour or raw materials
• Natural disaster
• Recession
• Change in product line
• Sold business units
• Expansion
• New or lost contract
• Plant closures
• Acquisition of business units
• Other
  Specify the other changes or events
• No changes or events

Contact person

2. Statistics Canada may need to contact the person who completed this questionnaire for further information.

Is the best person to contact?

• Yes
• No

Who is the best person to contact about this questionnaire?

• First name
• Last name
• Title
• Email address
• Telephone number (including area code)
• Extension number (if applicable)
  The maximum number of characters is 5.
• Fax number (including area code)

Feedback

3. How long did it take to complete this questionnaire?

Include the time spent gathering the necessary information.

• Hours
• Minutes

4. We invite your comments about this questionnaire.

• Place of Residence Information
• Household Information
• Dwelling Information
• Dwelling Expenses
• Secondary Residence Expenses
• Other Property Expenses
• Household Furnishings Expenses
• Communication Service Expenses
• Child Care Expenses
• Regular Expenses
• Clothing Expenses
• Health Care Expenses
• Vehicle Expenses
• Transportation and Accommodation Expenses
• Recreational Vehicle Expenses
• Education and Recreation Expenses
• Miscellaneous Expenses
• Donations and Gifts of Money
• Income

Place of Residence Information

Q1. Verify and update any address information to correspond with this dwelling.

• Apartment or unit (if applicable)
• Number
• Civic suffix
• Street name
• Street type
• Street direction
• City, municipality, town, village, Indian Reserve
• Province or territory
• Postal code
• Telephone number (including area code)
• Extension number (if applicable)

Q2. Is the mailing address of this dwelling different from the one specified in the previous question?

1. Yes (Specify the mailing address) e.g., Rural route, PO box, Lot and Concession or General Delivery
2. No

The next questions refer to your household's usual place of residence and collective dwellings. To make sure you are asked the right questions, we need to correctly identify the dwelling in which you live.

Q3. Is the address displayed on the previous screen your household's usual place of residence?

The usual place of residence is the dwelling where a household usually lives and typically corresponds to the address on the driver's licence.

1. Yes
2. No

Q4. Does your household live in a collective dwelling?

Include:

• residences for non-autonomous senior citizens
• school residences
• hotels and motels
• halfway houses
• work camps
• camps occupied by military personnel only
• lodging and rooming houses
• religious and other communal dwellings

1. Yes

   In which type of collective dwelling does your household live?

   1. A residence for non-autonomous senior citizens (dwelling without a kitchenette)
   2. A school residence
   3. A hotel or a motel (Is this your household's usual place of residence?)
   4. A halfway house
   5. A work camp
   6. A camp occupied by military personnel only
   7. A lodging or a rooming house (Was the room number included in the address?)
   8. A religious or other communal dwelling, e.g., a Hutterite colony
2. No

Household Information

The next few questions ask for important information about the people in your household.

Q5. Including yourself, how many persons are staying at this address?

Include all persons who have their main residence at this address, even if they are temporarily away.

Q6. [Please provide your first name, last name, and age./Beginning with yourself, please provide the first name, last name, and age of all the people usually living at this address.]

To add or remove a person, return to the previous question and change the number of persons staying at this address. Review and enter the names of the household members in the table.

Q7. Verify that you are listed first and all of the information is correct.

If all the information is correct, press the Next button.

To make changes, press the Previous button.

Q8. The following section asks questions about each member of your household. Press the Start button to provide the information for each person.

Q9. What is [your/NAME's] date of birth?

Q10. What is [NAME's] relationship to you?

1. Husband or wife
2. Common-law partner
3. Father or mother
4. Son or daughter (birth, adopted or step)
5. Brother or sister
6. Foster father or mother
7. Foster son or daughter
8. Grandfather or grandmother
9. Grandson or granddaughter
10. In-law
11. Other related
12. Unrelated

Q11. What is [your/NAME's] gender?

Refers to current gender which may be different from sex assigned at birth and may be different from what is indicated on legal documents.

Is it:

1. Male
2. Female
3. Or please specify (Specify this person's gender)

Q12. What is [your/NAME's] marital status?

Is it:

1. Married

   For Quebec residents only, select the "Married" category if your marital status is "civil union".

2. Living common law

   Two people who live together as a couple but who are not legally married to each other.

3. Never married (not living common law)
4. Separated (not living common law)
5. Divorced (not living common law)
6. Widowed (not living common law)

Q13. What is the highest certificate, diploma or degree that [you/NAME's] [have/has] completed?

1. Less than high school diploma or its equivalent
2. High school diploma or a high school equivalency certificate
3. Trade certificate or diploma
4. College, CEGEP or other non-university certificate or diploma (other than trades certificates or diplomas)
5. University certificate or diploma below the bachelor's level
6. Bachelor's degree (e.g., B.A., B.A. (Hons), B.Sc., B.Ed., LL.B.)
7. University certificate, diploma or degree above the bachelor's level

Q14. Currently, what is [your/NAME's] main activity?

Is it:

1. Working at a job, a business or self-employed
2. Looking for work
3. Going to school
4. Doing household work
5. Caring for family members including young children
6. Retired
7. Experiencing a long term illness or disability
8. Doing volunteer work
9. No main activity
10. Other (Specify the other main activity)

This completes the questions for [HHMEMBER].

Press the Return to Summary button to return to the household members list.

Dwelling Information

The next section refers to the characteristics and tenure of your dwelling.

Q15. In what type of dwelling do you live?

Would you say:

1. A single detached
2. A semi-detached or double

   i.e., side by side

3. A garden home, town house or row house
4. A duplex

   i.e., one above the other

5. A low-rise apartment of fewer than 5 stories or a flat
6. A high-rise apartment of 5 stories or more
7. A hotel, rooming or lodging house or camp
8. A mobile home
9. Other (Specify the other type of dwelling)

Q16. In what year was this dwelling originally built?

If exact year is not known, give your best estimate.

Q17. Is this dwelling in need of any repairs?

Exclude desirable remodelling or additions.

Would you say:

1. No, only regular maintenance is needed, for example, painting, furnace cleaning
2. Yes, minor repairs are needed, for example, missing or loose floor tiles, bricks or shingles, defective steps, railings or siding
3. Yes, major repairs are needed, for example, defective plumbing or electrical wiring, structural repairs to walls, floors or ceilings

Q18. How many bedrooms are in this dwelling?

Count all rooms designed as bedrooms, even if they are now used for something else. Also count basement bedrooms and rooms that are used as bedrooms now, even if they were not originally built as bedrooms.

Do not count rooms used solely for business purposes.

Q19. When did [you/your household] move to this dwelling?

Record the first year and month that any current household member moved to the dwelling.

Year, Month

Q20. Is this dwelling owned by a member of this household?

Would you say:

1. Yes, owned, even if it is still being paid for
2. No, rented, even if no cash rent is paid

Q21. Is there a mortgage on this dwelling?

Exclude other types of financing.

1. Yes
2. No

Q22. If you were to sell this dwelling today, how much would you expect to sell it for?

Q23. How many cellphones [do you/does your household] have?

Exclude cellphones used for work only.

Q24. Which of the following services [do you/does your household] have?

Include services received from telecommunication providers.

Exclude online streaming services, e.g., Netflix, Crave.

Select all that apply.

• 1. Landline telephone service
• 1. Television service
  • What type of television services [do you/does your household] have?
    Select all that apply. 1. Cable
  • 1. Satellite dish
  • 1. Phone line or IPTV
  • 1. Other (Specify the other type of service)
• 1. Internet access from your dwelling
  • What type of internet connections [do you/does your household] have?
    Select all that apply. 1. Fibre-optic
  • 1. Cable
  • 1. High speed telephone or DSL
  • 1. Dial-up through telephone line
  • 1. Satellite
  • 1. Wireless
    Include cellphones, tablets, sticks and fixed wireless connections.
    Exclude wireless routers.
  • 1. Other (Specify the other type of connection)

Dwelling Expenses

The survey only collects information about household expenses.

Exclude expenses charged against business or rental income.

The next section refers to mortgage related expenses.

Q25. How many mortgages [do you/does your household] currently have on this dwelling?

Q26. Press the Start button to provide the mortgage information.

Q27. How much was the last regular payment for this mortgage?

Include premiums for mortgage-related insurance and property taxes if they are part of the mortgage payments.

Exclude any irregular or lump sum payments.

Q28. What was the payment frequency?

Was it:

1. Weekly
2. Biweekly
3. Semi-monthly
4. Monthly
5. Every two months
6. Quarterly
7. Annually
8. Other (Specify the other payment frequency)

Q29. Were the premiums for mortgage-related insurance included in this mortgage payment?

Mortgage-related insurance includes mortgage life insurance, loan insurance and disability insurance.

1. Yes
2. No

Q30. Were the property taxes included in this mortgage payment?

1. Yes
2. No

Q31. In the 12-month period between [DT_12M], what was the total premium paid for mortgage-related insurance for this mortgage?

Include mortgage life insurance, loan insurance and disability insurance even if included in the mortgage payments.

Q32. What is the balance owing for this mortgage?

Q33. For this mortgage, in which of the following groups is your current balance owing?

Is it:

1. Less than $25,000
2. $25,000 to less than $50,000
3. $50,000 to less than $75,000
4. $75,000 to less than $100,000
5. $100,000 to less than $150,000
6. $150,000 to less than $200,000
7. $200,000 to less than $250,000
8. $250,000 to less than $300,000
9. $300,000 to less than $500,000
10. $500,000 or more

Q34. What is the amortization period for this mortgage, i.e., the total number of years you agreed to pay off the mortgage in full?

Is it:

1. Less than 10 years
2. 10 to 14 years
3. 15 to 19 years
4. 20 to 24 years
5. 25 years
6. 30 years
7. 35 years
8. 40 years
9. Other (Specify the other amortization period)

This completes the questions for [MORTGAGE]. Press the Return to Summary button to return to the list of mortgages.

[This section refers to other expenses related to this dwelling. The survey only collects information about household expenses. Exclude expenses charged against business or rental income. The next section refers to expenses related to this dwelling.]

Q35. How much was [your/your household's] last payment for the following?

1. Home insurance

   Payment frequency for home insurance

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
2. Condominium fees

   Include strata fees.

   Payment frequency for condominium fees

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually

Q36. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Property and school taxes

   Include special service charges and local improvements.

   Include taxes even if included in mortgage payments.

2. Legal charges related to the dwelling

   Include title searches and title transfers.

3. Registration fees, renewal fees, early renewal fees or closing penalties associated with mortgages

   Exclude mortgage payments.

4. Other fees related to the dwelling (Specify the other fees)

   Include:

   • building permits
   • appraisals and inspections
   • surveying fees
   • special assessments for condo owners
   • pad rental for mobile homes.

The next section refers to the purchase and sale of your principal residences.

Exclude:

• purchase and sale of secondary residences
• dwellings bought or sold solely for business purposes, e.g., dwellings purchased solely for renting
• dwellings bought or sold for persons who are not household members.

Q37. In the 12-month period between [DT_12M], how many principal residences did [you/your household] purchase?

Q38. Press the Start button to provide information about the purchase of the residence.

Q39. What was the purchase price of this principal residence?

Exclude adjustments to property taxes and heating oil.

Q40. How much did [you/your household] pay for the land transfer tax, the welcome tax and the land registration fees for this residence?

This completes the questions for [purchased residence]. Press the Return to Summary button to return to the list of residences purchased.

Q41. In the 12-month period between [DT_12M], how many principal residences did [you/your household] sell?

Q42. Press the Start button to provide information about the sale of the residence.

Q43. What was the selling price of this principal residence?

Q44. How much did [you/your household] pay for real estate commissions for this residence?

Include fixed fees paid to online real estate brokers, e.g., Purplebricks, For Sale By Owner, DuProprio.

Report as an amount or a percentage.

1. Amount
2. Percentage

   At two decimal places, e.g., 4.25%

This completes the questions for [residence sold]. Press the Return to Summary button to return to the list of residences sold.

The survey only collects information about household expenses.

Exclude expenses charged against business or rental income.

The next section refers to expenses related to this dwelling.

Q45. How much was [your/your household's] last payment for the following?

1. Rent

   Payment frequency for rent

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
2. Tenants' insurance

   Payment frequency for tenants' insurance

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
3. Parking

   Exclude parking included in rent.

   Payment frequency for parking

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually

Q46. In the 12-month period between [DT_12M], what additional amounts were paid to the landlord which were not included in regular rent payments, e.g., security deposits?

Q47. In the 12-month period between [DT_12M], how much did [you/your household] spend on improvements, renovations, repairs and maintenance for this dwelling?

Exclude amounts reimbursed by the landlord.

Q48. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Legal charges related to the sale of the residence

   Include title searches and title transfers.

2. Registration fees, renewal fees, early renewal fees or closing penalties associated with mortgages
3. Other fees related to the sale of the residence (Specify the other fees)

   Include:

   • building permits
   • appraisals and inspections
   • surveying fees.

The next section refers to spending on utilities.

Exclude expenses already included in condo fees and rent payments.

Q49. How much was [your/your household's] last payment for the following?

Exclude rental of heating equipment.

1. Water and sewage charges

   Include pumping services and water tankers that deliver water and fill water tanks at private homes.

   Payment frequency for water and sewage charges

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
2. Electricity

   Payment frequency for electricity

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
3. Natural gas

   Payment frequency for natural gas

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually

Q50. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Propane

   Include propane for barbecues.

2. Heating oil, wood and other fuel

   Include wood, charcoal and wood pellets used for heating, cooking or for pleasure, e.g., fireplace.

3. Rental of heating equipment

   e.g., hot water tank and propane tank

The next section refers to spending on repairs, maintenance, improvements and renovations.

Exclude:

• expenses for vacation homes, secondary residences, rented principal residences and other properties
• expenses charged against business or rental income.

Q51. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following for [the principal residence which was sold/the current principal residence/all residences including the current principal residence and the principal residence which was sold]?

1. Repairs and maintenance
   Work to keep the property in working order without improving its quality.

   e.g., painting a fence, replacing a broken windowpane or replacing a furnace filter

2. Improvements and renovations
   Work that leads to an increase in value and overall quality of the property.

   e.g., adding to the structure, installing a pool, adding a new fence, replacing windows or installing a new furnace

Q52. How much was spent on contract work or hired labour for the following?

Include the cost of materials if they were billed with the labour.

Report as an amount or a percentage.

1. Repairs and maintenance

   You reported [RR_Q010].

2. Improvements and renovations

   You reported [RR_Q030].

Secondary Residence Expenses

The next section refers to spending on secondary residences and other properties.

Exclude dwellings owned by the household, but rented out for the whole year, as they are considered a business.

Q53. In the 12-month period between [DT_12M], how many secondary residences did [you/your household] own?

A secondary residence is defined as any other dwelling used by the household as secondary living quarters, e.g., cottages, hobby farms or summer residences.

Include timeshares and properties outside of Canada.

Exclude moveable secondary residences, e.g., trailers or motor homes.

Q54. Press the Start button to provide information about each secondary residence.

Q55. Was this secondary residence purchased in the 12 month period between [DT_12M]?

1. Yes (What was the purchase price?)

   If [you are/your household is] not the sole owner of the secondary residence, report only [your/your household's] portion of the expense.

2. No

Q56. In the 12-month period between [DT_12M], how much did [you/your household] spend for this secondary residence on the following?

Exclude expenses charged against business or rental income.

1. Mortgage payments
2. Property taxes, school taxes, water and sewage charges
3. Property insurance
4. Electricity and fuel charges

   Include natural gas and wood.

5. Home security and communication services

   Include landline telephone, television, satellite radio and Internet.

Q57. In the 12-month period between [DT_12M], how much did [you/your household] spend for this secondary residence on the following?

Exclude expenses charged against business or rental income.

1. Repairs and maintenance
2. Improvements and renovations
3. Other expenses

   Include:

   • condominium and strata fees
   • survey costs
   • timeshare arrangements
   • legal fees
   • mortgage-related insurance premiums.

   Exclude snow removal, garbage disposal and groundskeeping services.

This completes the questions for [secondary residence]. Press the Return to Summary button to return to the list of secondary residences.

Q58. In the 12-month period between [DT_12M], how many secondary residences did [you/your household] sell?

Q59. Press the Start button to provide information about each secondary residence sold.

Q60. What was the selling price?

If [you are/your household is] not the sole owner of the secondary residence, report only [your/your household's] portion of the sale.

Q61. What were the real estate commissions?

Include fixed fees paid to online real estate brokers, e.g., Purplebricks, For Sale By Owner, DuProprio.

Report as an amount or a percentage.

1. Amount
2. Percentage

   At two decimal places, e.g., 4.25%

This completes the questions for [secondary residence sold]. Press the Return to Summary button to return to the list of secondary residences sold.

Other Property Expenses

Q62. In the 12-month period between [DT_12M], how many other properties did [you/your household] own?

Include land, lots and dwellings owned and not used.

Exclude:

• principal and secondary residences
• rental or business property
• farm property.

Q63. Press the Start button to provide information about the other properties.

Q64. Was this other property purchased in the 12 month period between [DT_12M]?

1. Yes (What was the purchase price?)

   If [you are/your household is] not the sole owner of this property, report only [your/your household's] portion of the expense.

2. No

Q65. In the 12-month period between [DT_12M], how much did [you/your household] spend for this other property on the following?

Exclude expenses charged against business or rental income.

1. Mortgage payments
2. Improvements, renovations, repairs and maintenance
3. Other expenses

   Include:

   • property taxes
   • survey costs
   • appraisal fees
   • utilities.

This completes the questions for [other properties]. Press the Return to Summary button to return to the list of other properties.

Q66. In the 12-month period between [DT_12M], how many other properties did [you/your household] sell?

Include land, lots and dwellings owned and not used.

Q67. Press the Start button to provide information about the other properties sold.

Q68. What was the selling price?

If [you are/your household is] not the sole owner of the secondary residence, report only [your/your household's] portion of the sale.

Q69. What were the real estate commissions?

Include fixed fees paid to online real estate brokers, e.g., Purplebricks, For Sale By Owner, DuProprio.

Report as an amount or a percentage.

1. Amount
2. Percentage

   At two decimal places, e.g., 4.25%

This completes the questions for [other properties sold]. Press the Return to Summary button to return to the list of other properties sold.

Household Furnishings Expenses

The next section refers to spending on household furnishings and equipment.

Include:

• new and used goods
• gifts purchased for persons who are not household members
• purchases for use in principal residences, secondary residences or other properties
• the total cost of goods purchased even if not fully paid at the time of purchase, e.g., installment plans and "buy now, pay later" agreements
• taxes, customs duties and any additional charges.

Exclude:

• purchases for a dwelling rented to another household
• expenses charged against business or rental income.

Q70. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Furniture for indoor and outdoor use

   Include mattresses, home-made and home-finished furnishings.

   Exclude rental costs.

2. Rugs, mats and under-padding

   Exclude wall-to-wall carpeting.

3. Works of art, carvings and other decorative ware

   Include vases, candlesticks, figurines and wall hangings.

   Exclude curtains.

Q71. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following household appliances?

Include built-in appliances.

1. Refrigerators and freezers
2. Microwave ovens and cooking appliances

   Include stoves, ranges, convection ovens and barbecues.

   Exclude small electric food preparation appliances, e.g., electric grills, toaster ovens, toasters, coffee makers, kettles, blenders, electric knives and bread makers.

3. Washers, dryers and dishwashers
4. Air conditioners, portable humidifiers and dehumidifiers

   Exclude central air conditioners and heat pumps.

Q72. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Power lawn, garden and snow removal equipment

   Include mowers, tractors, snowblowers, rotary tillers and hedge trimmers.

2. Power tools

   Include electric drills, circular saws, sanders, jigsaws, motors and pumps.

Q73. In the 12-month period between [DT_12M], how much did [you/your household] spend on rental, maintenance, repair and services for household items?

e.g., services for carpet cleaning, rental of power tools, service agreements for appliances, lawn or snow removal equipment tune-ups and making keys.

Q74. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

Exclude value of equipment when part of a plan with a communications service provider.

1. Purchase of telephones, cellphones, answering and fax machines

   Include devices only.

2. Smartwatches, fitness trackers and other wearable technology devices and accessories?
3. Tablets

   e.g., iPad and Galaxy Tab

4. E-book readers

   e.g., Kobo and Kindle

Q75. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Portable and non-portable audio equipment and home theatre systems

   Include headphones and smart speakers, e.g., Google Home and Amazon Echo.

   Exclude televisions, DVD and Blu-Ray players.

2. Cameras, camcorders and drones

   Include parts, accessories and equipment.

3. Televisions
4. Video and television components

   Include media streaming players, video recorders, DVD and Blu-Ray players and other related parts and accessories.

   Exclude game consoles.

Q76. In the 12-month period between [DT_12M], how much did [you/your household] spend on desktop computers, laptops and other types of computer hardware?

Include accessories, parts and equipment.

Exclude video game consoles and tablet computers.

Q77. In the 12-month period between [DT_12M], how much did [you/your household] spend on rental, maintenance, repair and services for electronic equipment?

Include repairs of cellphones, computers, audio and video equipment, configuration and restoration of computers, maintenance, protection or insurance plans offered by telecommunication service providers or electronic devices sellers.

Exclude expenses for communication services.

Communication Service Expenses

The next section refers to spending on home security and communication services.

Communication services include landline telephone, cellphone, pager, television, satellite radio and Internet.

Include services used in your principal residence and rented accommodations, e.g., vacation homes rentals, campgrounds and accommodations rented by household members while away at school or working away from home.

Exclude:

• services associated with secondary residences and other owned properties
• services included in rent or condominium fees
• expenses charged against business or rental income.

Q78. [Do you/Does your household] pay for two or more services together as a package or bundle?

Include:

• home security services
• landline telephone
• cellphone and pager
• television and satellite radio
• Internet.

1. Yes
2. No

Q79. How many bundles [do you/does your household] have?

Q80. Press the Start button to provide information about each bundle.

Q81. How much was [your/your household's] last payment for [bundle]?

Include:

• installation
• service charges
• long distance charges after discounts
• equipment rental charges.

Q82. What was the payment frequency for [bundle]?

• 4. Monthly
• 5. Every two months
• 6. Quarterly
• 7. Annually

Q83. Which of the following services are included in [bundle]?

Select all that apply.

• 1. Landline telephone
• 1. Cellphone and pager
• 1. Television and satellite radio
• 1. Internet
• 1. Home security services

Q84. Are you able to provide the cost of each service included in [bundle]?

1. Yes
2. No

Q85. What was the cost of each service included in [bundle]?

1. Landline telephone
2. Cellphone and pager
3. Television and satellite radio

   Include:

   • movie rentals and special events paid to television providers
   • satellite radio for vehicles, e.g., Sirius XM.
4. Internet
5. Home security services

   Include monitoring and response.

   Exclude installation charges and equipment, e.g., fire extinguishers and alarm systems.

This completes the questions for [bundle]. Press the Return to Summary button to return to the list of your bundles.

Q86. [Do you/Does your household] pay for additional home security and communication services, e.g., landline telephone, cellphone, pager, television, satellite radio and Internet?

[Remember to include/Include] any payments made for non-household members.

1. Yes
2. No

Q87. [Excluding any bundles, how much was/How much was] [your/your household's] last payment for the following services?

[Remember to include/Include] any payments made for non-household members.

Include:

• service charges
• long distance charges after discounts
• equipment rental charges
• installation charges, except for home security.

1. Landline telephone

   Payment frequency for landline telephone

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
2. Cellphone and pager

   Payment frequency for cellphone and pager

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
3. Television and satellite radio

   Include:

   • movie rentals and special events paid to television providers
   • satellite radio for vehicles, e.g., Sirius XM.

   Exclude video streaming subscriptions, e.g., Netflix.

   Payment frequency for television and satellite radio

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
4. Internet

   Payment frequency for Internet

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually
5. Home security services

   Include monitoring and response.

   Exclude installation charges and equipment, e.g., fire extinguishers and alarm systems.

   Payment frequency for home security services

   • 4. Monthly
   • 5. Every two months
   • 6. Quarterly
   • 7. Annually

Child Care Expenses

The next question refers to spending on child care and children's camps.

Q88. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Child care outside the home
2. Child care inside the home

   Include occasional babysitting.

3. Children's camps

   e.g., day camps and summer camps

Regular Expenses

The next section refers to spending on food, beverages, cannabis, cigarettes and gasoline. The reference period is 2 weeks.

Include expenses for all household members.

Include all taxes, tips and delivery fees.

Q89. In the 2-week period between [DT_DAYSTART] and [DT_DAYEND], how much did [you/your household] spend on the following?

1. Alcoholic beverages purchased in stores

   Include purchases made in liquor stores, beer stores, wine stores and grocery stores.

   Exclude non-alcoholic beer and wine.

2. Alcoholic beverages purchased in bars, cocktail lounges and restaurants
3. Food and non-alcoholic beverages purchased from restaurants, vending machines and lunch programs

   Include:

   • home delivery, fast-food restaurants, snack bars, cafeterias, bars, coffee shops and caterers
   • online food ordering services, e.g., Uber Eats and SkipTheDishes.

   Exclude alcoholic beverages.

4. Food and non-alcoholic beverages purchased in stores and markets

   Include self-made beer and wine.

   Exclude non-food items and alcohol bought with your groceries.

5. Ready-to-cook meal delivery services

   Include meal kit delivery businesses, e.g., Goodfood, Chefs Plate and HelloFresh.

Q90. In the 2-week period between [DT_DAYSTART] and [DT_DAYEND], how much did [you/your household] spend on the following?

1. Cannabis for non-medical use

   Include all cannabis products.

   Exclude cannabis prescribed by a doctor.

2. Cigarettes

   Exclude e-cigarettes.

3. Other tobacco products and smokers' supplies

   Include e-cigarettes.

Q91. In the 2-week period between [DT_DAYSTART] and [DT_DAYEND], how much did [you/your household] spend on gasoline?

Exclude expenses charged against business income and expenses that will be reimbursed.

Clothing Expenses

The next section refers to spending on clothing and footwear. The reference period is 3 months.

Include:

• new and second-hand clothing
• gifts for persons who are not household members
• purchases for unborn children
• sales taxes.

Q92. In the 3-month period between [DT_3M], how much did [you/your household] spend on the following footwear categories?

Include shoes, sandals, boots and slippers.

Exclude sport or activity-specific footwear, e.g., running shoes, cleats or skates.

1. Footwear for women and girls 14 and over
2. Footwear for men and boys 14 and over
3. Footwear for children under 14

Q93. In the 3-month period between [DT_3M], how much did [you/your household] spend on the following clothing categories?

Exclude rented clothing.

1. Clothing for women and girls 14 and over
2. Clothing for men and boys 14 and over
3. Clothing for children under 14

Include cloth diapers.

Exclude diaper service.

Q94. In the 3-month period between [DT_3M], how much did [you/your household] spend on the following?

1. Athletic footwear

   Include running shoes.

   Exclude sport or activity-specific footwear, e.g., skates, cleats, dance shoes, bowling shoes and fisherman's boots.

2. Accessories

   Include gloves, hats, mitts, purses, ties, belts, wallets and umbrellas.

3. Watches and other jewellery

   Exclude smartwatches, fitness trackers and other wearable electronic devices.

Q95. In the 3-month period between [DT_3M], how much did [you/your household] spend on material used to make clothing, e.g., fabric, knitting yarn, thread and other notions?

Exclude yarn used for crafting and cloth for curtains and furnishings.

Q96. In the 3-month period between [DT_3M], how much did [you/your household] spend on coin-operated washers or dryers, dry-cleaning and laundry services?

Include diaper service and self-service dry cleaning.

Exclude disposable items, e.g., diaper liners.

Q97. In the 3-month period between [DT_3M], how much did [you/your household] spend on services related to footwear, jewellery and clothing?

Include:

• tailoring and dressmaking
• clothing and costume rental
• clothing repair, alteration and storage
• purse, shoe, jewellery and watch repair
• engraving of jewellery.

Health Care Expenses

The next section refers to spending on health care.

Include:

• direct costs, i.e., out-of-pocket expenses incurred by household members for all personal health care received
• amounts not covered by insurance, e.g., exclusions, deductibles and expenses over limits.

Exclude payments that have been or will be reimbursed.

Q98. In the 3-month period between [DT_3M], what were [your direct costs/the direct costs to members of your household] for the following?

1. Medicines, drugs and pharmaceutical products prescribed by a doctor
2. Cannabis for medical use prescribed by a doctor

   Include all cannabis products.

3. Non-prescribed medicines, drugs and pharmaceutical products

   Include headache and pain remedies, vitamins, herbal and homeopathic remedies.

4. Non-prescribed eyewear and eye care goods

   Include eyeglass cases and supplies for contact lenses.

5. Other health care supplies and goods

   Include first aid kits, bandages, thermometers and elastic hosiery.

Q99. In the 12-month period between [DT_12M], what were [your direct costs/the direct costs to members of your household] for health care equipment?

Include:

• CPAP machines
• hearing aids
• wheelchairs
• three or four-wheeled scooters
• hospital beds
• patient lifts.

Q100. In the 12-month period between [DT_12M], what were [your direct costs/the direct costs to members of your household] for the following?

1. Prescription eyewear

   Include contact lenses, eyeglasses, frames and insurance on lenses.

2. Eye care services

   Include eye exams, eye surgery, e.g., laser eye surgery.

3. Dental care, orthodontics and periodontics

Q101. In the 12-month period between [DT_12M], what were [your direct costs/the direct costs to members of your household] for weight control programs, quit-smoking programs and other medical services, e.g., ambulances, rental of medical equipment and laboratory services?

Exclude expenses for weight control and smoking cessation programs in a hospital or from a physician or other health care practitioner.

Q102. In the 12-month period between [DT_12M], what were [your direct costs/the direct costs to members of your household] for the following?

1. Hospital care, nursing homes and other residential care facilities

   Include all charges, e.g., telephone and TV rentals.

2. General practitioners, family doctors and specialists

   Include uninsured services, e.g., doctor's notes, renewals of prescriptions by phone, tests required for insurance and services received in private clinics.

   Include acupuncture expenses if the acupuncturist is a medical doctor.

Q103. In the 12-month period between [DT_12M], what were [your direct costs/the direct costs to members of your household] for other health care practitioners?

Include physiotherapists, massage therapists, chiropractors, dietitians, nutritionists, homeopaths, podiatrists, osteopaths, acupuncturists, speech therapists, occupational therapists, naturopaths, nurses and attendant care workers.

Exclude non-therapeutic massage therapists and acupuncturists who are medical doctors.

1. For in-home care
2. For care outside the home

Q104. In the 12-month period between [DT_12M], how much did [you/your household] spend on premiums for the following?

1. Private health and dental insurance plans

   Include group insurance plans financed in part by employers.

   Exclude public health plans, e.g., provincially or territorially administered hospital, medical and drug plans.

2. Life, term and endowment insurance

   Include:

   • disability insurance if included in a life insurance plan
   • group insurance
   • loan insurance.

   Exclude premiums paid for mortgage life insurance.

3. Accident or disability insurance

   Include group insurance plans financed in part by employers.

Vehicle Expenses

The next section refers to spending on vehicles, e.g., cars, vans and trucks.

Include all vehicles owned, leased, traded-in, sold or operated at any time during the last 12 months.

Exclude expenses charged against business income.

Q105. How many vehicles did [you/your household] own, lease, trade-in, sell or operate in the 12-month period between [DT_12M]?

Include vehicles not owned by your household only if expenses were incurred, e.g., parking, insurance premiums or registration fees.

Exclude rented or recreational vehicles.

Q106. Press the Start button to provide information about each vehicle.

Q107. Describe the year, make and model of this vehicle.

If unable to provide year, make and model, enter any other description, e.g., blue car.

Q108. Which of the following best describes this vehicle?

Is it:

1. A car
2. A van or mini-van
3. A truck or SUV

   Include jeeps.

Q109. What was the status of this vehicle at the end of last month?

Was it:

1. Owned by a member of your household
2. Leased by a member of your household
3. Sold, traded-in or returned to dealership
4. Owned or leased by non-household member
5. Other (Specify the other ownership status)

Q110. Was this vehicle purchased in the 12-month period between [DT_12M]?

Include vehicles previously leased and purchased during the last 12 months.

Exclude vehicles purchased exclusively for business.

1. Yes
2. No

Q111. Was this vehicle purchased from a dealer or private household?

1. A dealer

   Was this vehicle new or used?

   1. New
   2. Used
2. A private household

Q112. What was the purchase price [after the trade-in allowance and manufacturer's rebates were deducted/] for this vehicle?

Include all sales taxes.

Q113. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following for this vehicle?

1. Lease payments

   Exclude operating costs and vehicles leased exclusively for business.

2. Other leasing costs

   Include deposits and closing costs.

   Exclude any amounts credited for a trade-in vehicle used towards a lease down payment or vehicles leased exclusively for business.

This completes the questions for [vehicle]. Press the Return to Summary button to return to the list of vehicles.

The reference period is 3 months for the next question only.

[For the next questions, combine expenses for all vehicles. /The next questions refer to other vehicle-related expenses.]

Q114. In the 3-month period between [DT_3M], how much did [you/your household] spend on all parking costs?

[Include parking costs at place of residence. /Exclude parking costs at place of residence. /]

Include parking at work, school, hospital, airport, park-and-ride and parking meters.

Exclude money paid for traffic and parking tickets.

Q115. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Vehicle maintenance and repairs

   Include oil and tire changes, tune-ups, car washes, emissions tests, brakes and body work.

   Exclude amounts paid by insurance, amounts paid by persons who were not members of your household and towing fees.

2. Tires, batteries and other parts and supplies purchased separately

   Include mufflers, spark plugs, oil and windshield washer fluid.

3. Accessories and attachments

   Include alarm systems, car starters, radios, block heaters, car top carriers and seat covers.

Q116. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Vehicle registration fees

   Registration fees are also referred to as "renewing plates", "tags" or "vehicle licence".

   Include insurance that is paid with registration fees.

2. Insurance premiums

   Exclude insurance that is paid with registration fees.

3. Auto association fees, towing, toll and bridge fees, security and communication services, e.g., OnStar

   Exclude satellite radio, e.g., Sirius XM.

Q117. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Drivers' licences and tests

   Include government insurance if part of the fee.

2. Driving lessons

   Include:

   • the cost of using a driving school vehicle to take a driving test
   • driving lessons for other types of vehicles, e.g., motorcycles.
3. Rental fees for cars, vans and trucks

   Include:

   • mileage
   • insurance charges
   • taxes
   • drop-off fees
   • rental fees for moving vehicles
   • annual dues and usage fees for car sharing services, e.g., Vrtucar, Communauto and Zipcar.

   Exclude amounts paid by insurance.

4. Children's car seats and boosters

   Include gifts.

   Exclude combination stroller, carrier and car seat systems.

Transportation and Accommodation Expenses

The next section refers to spending on transportation services and accommodations.

Include:

• deposits even if services will be received after the reference period
• expenses made in Canada and outside Canada.

Exclude expenses charged against business income and expenses that will be reimbursed.

The reference period is 3 months for the following question only.

Q118. In the 3-month period between [DT_3M], how much did [you/your household] spend on the following?

1. City or commuter bus, subway, streetcar and commuter train
2. Peer-to-peer ride services, e.g., Uber and Lyft

   Exclude car sharing services, e.g., Vrtucar, Communauto and Zipcar.

3. Taxi
4. Other local passenger transportation, e.g., carpool, airport shuttle, limousine or ferry services and sightseeing tours

   Include annual subscription fees and additional fees for bicycle rental, e.g., Bixi.

Q119. In the 12-month period between [DT_12M], how much did [you/your household] spend on package trips that included transportation?

Package trips offer a combination of services for which costs are not identified separately, e.g., transportation, accommodation, meals and sightseeing.

Q120. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

Exclude expenses previously reported in packages.

1. Airplane
2. Train, e.g., VIA Rail

   Include sleeping cars.

3. Inter-city bus, e.g., Greyhound

   Inter-city buses run between cities and towns or between points on highways.

4. Other inter-city passenger transportation, e.g., sightseeing tours, ferries, water taxis, river shuttles and carpooling

Q121. In the 12-month period between [DT_12M], how much did [you/your household] spend on moving and storage services?

Include rental of storage space and expenses paid to companies offering moving, storage and packing services.

Exclude fees for moving trucks rented by the household.

Q122. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

Exclude expenses previously reported in packages with transportation.

1. Hotels or motels
2. Any other accommodations, e.g., cottage rentals, vacation home rentals, Airbnb rentals and campgrounds

   Include accommodations for household members away at school or temporarily away from home.

Recreational Vehicle Expenses

The next section refers to spending on bicycles and recreational vehicles. The reference period is 12 months.

Include all sales taxes.

Report purchase price after the trade-in allowance was deducted.

Q123. In the 12-month period between [DT_12M], which of these vehicles did [you/your household] own or operate?

Exclude rented or leased vehicles.

Did [you/your household] own or operate:

1. 1. Bicycles
   Exclude children's bicycles with wheels under 35 centimetres (14 inches).
2. 1. Kayaks, canoes, rowboats, paddleboats or stand up paddle boards (SUP boards)
3. 1. Sailboats
4. 1. Motorized watercraft
   Include boats and personal watercraft.
5. 1. Snowmobiles
6. 1. Motorcycles, scooters or dirt bikes
7. 1. Motor homes
8. 1. Tent trailers
9. 1. Fifth wheel or travel trailers
10. 1. Truck campers
11. 1. All-terrain vehicles (ATV)
12. 1. Utility trailers
13. 1. Other (Specify the other types of vehicles)

How much did [you/your household] spend on:

... the purchase?

Include amount only if purchased in the last 12 months.

... maintenance and repairs?

... parts and supplies?

... registration fees and licences?

In some provinces, government insurance fees are paid with registration fees.

Include insurance that is paid with registration fees.

... insurance premiums?

Exclude insurance that is paid with registration fees.

Q124. In the 12-month period between [DT_12M], how much did [you/your household] spend on parking, storage fees and other dues for all recreational vehicles combined?

Include:

• boat storage
• harbour dues and mooring fees
• hangar and airport fees.

Q125. In the 12-month period between [DT_12M], how much did [you/your household] spend on rented or leased recreational vehicles?

The next section refers to spending on education, personal interest courses and recreation.

Exclude:

• day care expenses
• lodging expenses
• expenses that have been or will be reimbursed.

Education and Recreation Expenses

Q126. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following tuition expenses?

Include direct costs only, i.e., out-of-pocket costs.

Exclude textbooks, school supplies, school trips and other educational services.

1. Nursery school, kindergarten, elementary or secondary school

   Include special and private schools.

   Exclude day care expenses.

2. University
3. Other training, e.g., college, CEGEP, trade and professional institutions

Q127. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Textbooks

   Include digital and electronic textbooks.

2. School supplies
3. Other educational services (Specify the other educational services)

   Include:

   • tutoring
   • outings and field trips
   • school application fees
   • textbook rental
   • fees charged by the school for learning materials.

Q128. In the 12-month period between [DT_12M], how much did [you/your household] spend on personal interest courses and lessons, e.g., music, dance, language, photography, computer, pottery, computer, first aid?

Exclude:

• sports-related courses and lessons
• membership fees and dues to join a sports team or a league
• driving lessons.

Q129. In the 12-month period between [DT_12M], how much did [you/your household] spend on books?

Include e-books.

Exclude textbooks, magazines and magazine subscriptions.

Q130. In the 12-month period between [DT_12M], how much did [you/your household] spend on admission to the following?

1. Movie theatres
2. Live sporting events
3. Live performing arts events

   Include plays, concerts and dance performances.

4. Museums, historic sites, zoos, heritage facilities, ice shows, craft shows, fairs and festivals

Q131. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Sporting services

   Include:

   • entry fees and dues for ski hills, sports clubs, fitness centres, golf courses, fishing and hunting clubs
   • out-of-school individual and group lessons, e.g., aerobics, skating, swimming and other sports
   • hunting and fishing licences
   • rental of sport and activity-specific footwear, e.g., ski boots, golf shoes and skates.
2. Recreational and leisure services

   Include:

   • admission fees to water parks, amusement parks and provincial parks
   • pin-ball machines, arcade games and other games for adults
   • party planning for receptions and events, e.g., children's birthday parties and weddings
   • services of mountain guides and tour guides
   • entrance fees for dancing establishments and nightclubs.

   Exclude games of chance.

3. Rental, maintenance and repairs of recreation, sports, fitness and photographic equipment or musical instruments

   Exclude expenses for rental, maintenance and repairs of recreational vehicles, e.g., bicycles and kayaks.

Miscellaneous Expenses

The next section refers to miscellaneous expenses.

Q132. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Administration fees for brokers and commissions on stock and bonds
2. Legal services, e.g., notary and lawyer fees

   Exclude expenses related to dwellings, e.g., purchase or sale of homes.

3. Funeral services, tombstones, cemetery plot purchase and upkeep

   Include pre-paid funeral services.

   Exclude food and flowers.

4. Fines

   Include money paid for traffic and parking tickets.

Q133. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Service charges for banks and other financial institutions

   Include:

   • monthly bank charges
   • withdrawal fees
   • safety deposit box charges
   • annual fees for credit cards
   • fees related to annuity contracts and transfers to RRIFs.
2. Financial services

   Include:

   • financial planning
   • tax preparation and advice
   • accounting services.

   Exclude income tax software.

3. Government services

   Include:

   • passports and visas
   • birth certificates and citizenship certificates
   • marriage licences
   • NEXUS membership fees.

   Exclude:

   • vehicle registrations and drivers' licences
   • passport photo services and drivers' licence photo services
   • licences for hunting, fishing and firearms.

Q134. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Online and other wholesale and retail memberships

   Include memberships that provide advantages to members, e.g., Costco, Amazon Prime.

2. Contributions and dues for social clubs, co-operatives, political and fraternal organizations and alumni associations

   Exclude professional association dues, union dues and charitable donations.

Q135. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Housekeepers, cleaners and house-sitters

   A house-sitter is a person who lives in or takes care of a home by agreement with the usual occupants while they are away.

2. Snow removal, garbage disposal and groundskeeping services

   Include:

   • lawn mowing, trimming of hedges and shrubs
   • tree removal, planting, weeding, pruning and spraying
   • soil and plant testing
   • landscape design services and consulting services
   • water analysis.

Q136. In the 12-month period between [DT_12M], how much did [you/your household] spend on digital services, i.e., online services?

Include:

• music and video streaming, e.g., iTunes, Spotify and Netflix
• online gambling and gaming, e.g., Xbox Live
• web hosting services
• online storage
• online subscriptions, e.g., dating services, genealogy services and fantasy sports
• online software subscriptions.

Exclude:

• Internet versions of newspapers and magazines
• expenses for goods and services purchased via Internet, e.g., clothes, books and plane tickets.

Q137. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Purchase of pets
2. Pet food and pet-related goods
3. Veterinarian services, kennels, grooming and other pet-related services

   Include pet insurance and items prescribed by a veterinarian, e.g., medicine and shampoo.

The reference period for the next few questions is 3 months.

Q138. In the 3-month period between [DT_3M], how much did [you/your household] spend on the following?

Include tips.

1. Hairdressing and barber services
2. Other personal care services

   Include:

   • hair removal, manicures and facials
   • non-therapeutic massages
   • tattoos and piercings
   • spa services and non-surgical cosmetic services.

   Exclude expenses for massages as part of a medical treatment.

Q139. In the 3-month period between [DT_3M], how much did [you/your household] spend on the following?

1. Postage and delivery services

   Include:

   • parcel delivery and shipping
   • postage stamps
   • couriers
   • registered mail
   • post office boxes
   • fax services.

   Exclude memberships that provide free or faster shipping, e.g., Amazon Prime.

2. Services related to reading materials

   Include:

   • photocopying services
   • library charges
   • book rentals
   • announcements, e.g., wedding, birth and death
   • classified ads in newspapers and online.
3. Photographic services

   Include:

   • printing and mounting of photographs and posters
   • film processing and processing of digital images
   • school pictures
   • passport and drivers' licence photos
   • photographer's fees.

   Exclude cameras, photo paper and ink cartridges.

Donations and Gifts of Money

The next question refers to donations and gifts of money, including cheques and pre-paid credit cards.

Q140. In the 12-month period between [DT_12M], how much did [you/your household] spend on the following?

1. Donations to religious and other charitable organizations

   e.g., workplace charitable campaigns, Heart & Stroke Foundation, Canadian Cancer Society, Red Cross and Amnesty International.

2. Gifts of money given directly to persons living in Canada

   Exclude gifts of money exchanged between household members.

3. Gifts of money given directly to persons living outside Canada

The next section asks about income and weeks worked. The questions are asked for each member of the household aged 16 years and over.

Income

Q141. Press the Start button to provide information about each household member listed below.

Now a question about total personal income.

Q142. What is your best estimate of [your/NAME's] total personal income, before taxes and deductions, from all sources during the year ending December 31, [DV_REFYEARMINUS1]?

Income can come from various sources such as from work, investments, pensions or government. Examples include Employment Insurance, social assistance, child benefits and other income such as child support, spousal support (alimony) and rental income.

Capital gains should not be included in the personal income.

Q143. In which of the following groups did [your/NAME's] total personal income fall for the year ending December 31, [DV_REFYEARMINUS1]?

Would you say:

1. Less than $30,000 including income loss
2. $30,000 or more

Q144. In which of the following groups did [your/NAME's] total personal income fall for the year ending December 31, [DV_REFYEARMINUS1]?

Would you say:

1. Less than $5,000
2. $5,000 to less than $10,000
3. $10,000 to less than $15,000
4. $15,000 to less than $20,000
5. $20,000 to less than $25,000
6. $25,000 to less than $30,000

Q145. In which of the following groups did [NAME's/your] total personal income fall for the year ending December 31, [DV_REFYEARMINUS1]?

Would you say:

1. $30,000 to less than $40,000
2. $40,000 to less than $50,000
3. $50,000 to less than $60,000
4. $60,000 to less than $70,000
5. $70,000 to less than $80,000
6. $80,000 to less than $90,000
7. $90,000 to less than $100,000
8. $100,000 and over

Q146. In [DV_REFYEARMINUS1], how many weeks [did you/did DT_NAME] work?

Include paid holidays.

1. 30 hours or more per week
2. Less than 30 hours per week

Q147. In [DV_REFYEARMINUS1], how much [did you/did NAME] pay or receive for support payments?

A support payment is an amount payable or receivable as an allowance on a periodic basis to support the recipient, children of the recipient or both.

Include alimony, separation allowance and child support.

Exclude gifts.

1. Support payments paid to a former spouse or partner
2. Support payments received from a former spouse or partner

This completes the questions for [each household member]. Press the Return to Summary button to return to the list of household members.