Client Information Form
Client Information :
I am looking for my
Personal Return
Self-Employed
HST/GST Return
Rental
US Return
Has any of your information changed ?
Have you filed with us before?
New Client
Existing Client
Office Locations
Select Location
70214 - Toronto
70040 - Kitchener
70901 - Sherwood Mall
70405 - Dundas St
70643 - St. Thomas
70900 - Wyandotte
70536 - Erie St
70307 - Niagara Falls
Select Staff
Please Select
First Name
Last name
Email
Gender
Male
Female
S.I.N
Date of birth
Phone
Unit
Street
City
Province
Select Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Northwest Territories
Nova Scotia
Nunavut
Ontario
Prince Edward Island
Quebec
Saskatchewan
Yukon
Non-resident
Postal Code
Do you have a disability?
Yes
No
CRA have a valid T2101 on file ?
Yes
No
For US Return :
Address
S.S.N
City
State
Select State
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District Of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Zip Code
Marital Status
Single
Married
Common-Law
Widowed
Divorced
Separated
Has your marital status changed in the tax year?
Yes
No
Date of Change
Previous Status
Select Status
Single
Married
Common-Law
Widowed
Divorced
Separated
Is your spouse filing with you?
Yes
No
Get your form here
Spouse Information :
First Name
Last name
Email
S.I.N
Date of birth
Phone
Net Income $
Disabled (if not filing together)
Yes
Infirm
N/A
Valid disablity certificate with CRA :
Yes
No
Dependent Information :
Do have any dependents living with you
Yes
No
Do have an RESP account setup for your kids education?
Yes
No
Would you like to discuss with our Financial planner to review how it's performing?
Yes
No
Please Select the option :
Sole Custody
Shared Custody
Joint Custody
Child Support
Spousal Support
N/A
Child Support
Spousal Support
Add dependent information here :
Name
S.I.N
Date of birth
Relation
Disabled
Select option
No
Infirm
Yes
Name
S.I.N
Date of birth
Relation
Disabled :
Select option
No
Infirm
Yes
Name
S.I.N
Date of birth
Relation
Disabled
Select option
No
Infirm
Yes
Name
S.I.N
Date of birth
Relation
Disabled
Select option
No
Infirm
Yes
Name
S.I.N
Date of birth
Relation
Disabled
Select option
No
Infirm
Yes
Name
S.I.N
Date of birth
Relation
Disabled
Select option
No
Infirm
Yes
Are you a Canadian Citizen? :
Yes
No
Would you like to provide your information to Elections Canada? :
Yes
No
Did you immigrate to Canada during tax year? :
Yes
No
Immigration Date :
Did you Buy or Sell a home or any property during the tax year? :
Yes
No
Have you claimed bankruptcy in the past two years? :
Yes
No
Have u been discharged ? :
Yes
No
Have you been confined to a prison or similar institution? :
Yes
No
What is the date from & to :
&
Did you own foreign Property of more than $100,000? :
Yes
No
Do you have any of the following receipts: (receipts must be given with dropped off materials) :
Daycare
Medical expenses
Donations
Rental
Are you a Self-Employed ? :
Yes
No
Business Number :
IS your Business name and address different from Personal :
Yes
No
Business Name :
Address :
Are you required to file Underused Housing Tax (UHT) return? :
Yes
No
Do you wish to receive information from Ontario Health about organ and tissue donation?
Yes
No
Do you have an online account with CRA (Canada Revenue Agency)?
Yes
No
If you already have a direct deposit set-up with CRA, has your banking information changed?
Yes
No
Have you opened your first FHSA (first home savings account)?
Yes
No
Real Estate (Residential/Commercial):
Are you considering Buying or Selling your property in the next 3 months ?
Yes
No
Are you currently working with a Real Estate agent to help you?
Yes
No
Would you like to be contacted by our licensed real estate broker?
Yes
No
Thank you. Our Licensed Real Estate Advisor will contact you soon.
Home, Auto & Commercial Insurance:
Do you own a car ?
Yes
No
Do you own a home ?
Yes
No
Do you Own a Business?
Yes
No
Would you like to get a free
insurance quote from our licensed advisors?
Yes
No
Our Insurance Carriers:
