Personal Information Form

Call us today! 416-546-7327

80 Finch Ave West- Unit 200A, North York ON, M2N2H4

Personal Information Form - Per family unit

1. Personal Information

Taxpayer

Title

First name*

Last name*

Address

Street Address*

City*

Province*

Postal Code*

Email*

Phone*

Date of Birth*

Taxpayer

Spouse information

Title.

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

Provide the date of entry into Canada.

Or date of departure.

Is your spouse a Canadian citizen?*

Yes

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

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

Was it more than $250,000.00 ?.*

Yes

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

Yes

Did your marital status change during the year*

Yes

provide date of change*

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

Yes

Dependents information

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

Is it the first year of the claim?*

Yes

Was it approved by CRA?*

Yes

2. Residence

Province or territory of residence on December 31:*

Country name and address.*

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

Yes

Provide the date of entry into Canada

Or date of departure

3. Elections Canada

Is the taxpayer a Canadian citizen?*

Yes

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

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

Was it more than $250,000.00 ?*

Yes

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

Yes

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

Yes

Was it your main place of residence?*

Yes

Please provide the date of closing*

Is taxpayer's income zero?*

Yes

Please complete the "Tax Questioner" form

Did you pay any rent or property tax?*

Yes

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

M&R Tax Pros is an Ontario-based Accounting corporation that is helping variety of businesses and sole proprietorships including entrepreneurs across Ontario. We make a difference by helping you as our clients or our wider communities achieving potential through minimizing tax and making better business decisions.

Call us today! 416-546-7327

80 Finch Ave West- Unit 200A, North York ON, M2N2H4

Personal Information Form - Per family unit

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