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PERSONAL TAX RETURNS

CORPORATE TAX RETURNS

ACCOUNTING AND BOOKKEEPING SERVICES

PAYROLL SERVICES

INCORPORATION SERVICE

FINANCIAL TOOLS

PERSONAL TAX RETURNS

CORPORATE TAX RETURNS

ACCOUNTING AND BOOKKEEPING SERVICES

PAYROLL SERVICES

INCORPORATION SERVICE

FINANCIAL TOOLS

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Personal Information Form - Per family unit

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- Step 1 of 2

the property a

1. Personal Information

Taxpayer

Title *

First name *

Last name *

Address

Address *

Address Line 1

Address Line 2

City

Province

Code Postal

Email *

Phone *

Date of Birth *

Marital Status *

Married
Single
Common-Law
Separated
Divorced
Widowed

Spouse information

Title *

First name *

Last name *

Email *

Phone *

Date of Birth *

Address *

Address Line 1

Address Line 2

City

Province

Code Postal

Did your spouse immigrate to Canada or emigrate from Canada during the year? *

Yes
No

Provide the date of entry into Canada.

Or date of departure.

Is your spouse a Canadian citizen? *

Yes
No

The spouse authorizes the CRA to provide his/her name, address and date of birth to Elections Canada to update his/her information on the National Register of Electors. *

Yes
No

Did your spouse own or hold foreign property with a total cost of CAN $100,000 and more at any time during the year? *

Yes
No

Was it more than $250,000.00 ? *

Yes
No

Did your spouse own an interest in a foreign affiliate at any time during the year? *

Yes
No

Did your marital status change during the year *

Yes
No

Provide date of change *

Did anyone as a dependent (children, parents. etc.) live with you during the year? *

Yes
No

First Name

Last Name

Relationship

Date of Birth *

Do you or your spouse or any of your dependants qualify for the disability Tax Credit? *

Yes
No

Is it the first year of the claim? *

Yes
No

Was it approved by CRA? *

Yes
No

2. Residence

Province or territory of residence on December 31 *

Did the taxpayer immigrate to Canada or emigrate from Canada during the year? *

Yes
No

Provide the date of entry into Canada

Or date of departure

3. Elections Canada

Is the taxpayer a Canadian citizen? *

Yes
No

The taxpayer authorizes the CRA to provide his/her name, address and date of birth to Elections Canada to update his/her information on the National Register of Electors *

Yes
No

4. Foreign Reporting - T1135

Did the taxpayer own or hold foreign property with a total cost of CAN $100,000 and more at any time during the year? *

Yes
No

Was it more than $250,000.00 ? *

Yes
No

Did taxpayer own an interest in a foreign affiliate at any time during the year? *

Yes
No

Did you dispose of a housing unit, including a residential or rental property or right to purchase a property during the year? *

Yes
No

Was it your main place of residence? *

Yes
No

Please provide the date of closing

Is taxpayer's income zero? *

Yes
No

Please complete the "Tax Questioner" form

Did you pay any rent or property tax? *

Yes
No

How much in total in the year? *

For how many months during the year? *

Name of landlord or municipality? *

Address of the property *

Address Line 1

Address Line 2

City

Province

Code Postal

Additional notes and information in case we should be aware of them

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Forms

Personal Information Form

Tax Questioner – Personal

Corporate Tax (New Client Information Form)

New Corporation (Information Questionnaire to incorporate)