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Personal Information Form – Per family unit
Tax Questioner – Per each tax payer
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Personal Information Form - Per family unit
1. Personal Information
Taxpayer
Title
Select title
Mr.
Ms.
Mrs.
First name
*
Last name
*
Address
Address
Street Address
*
City
*
Province
*
Select Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Non-Resident
Postal Code
*
Email
*
Phone
*
Date of Birth
*
Taxpayer
Marital Status
*
Married
Single
Common-Law
Separated
Divorced
Widowed
Spouse information
Title.
Select title
Mr.
Ms.
Mrs.
First name.
*
Last name.
*
Country name and address
*
Email.
*
Phone.
*
Date of Birth.
*
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
Dependents information
First Name
Last Name
Relationship
Date of Birth
1
2
3
4
5
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
2. Residence
Province or territory of residence on December 31:
*
Select Province
Alberta
British Columbia
Manitoba
New Brunswick
Newfoundland and Labrador
Nova Scotia
Ontario
Prince Edward Island
Quebec
Saskatchewan
Non-Resident
Country name and address.
*
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
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
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?
*
Address of the property
*
Name of landlord or municipality?
*
Additional notes and information in case we should be aware of them
Submit