Confidential Client Information Sheet – New Personal Tax Client

Please reach out to us if you have questions about our enterprise offerings, or anything else.

PART – A Personal Information
Please enter your name.
Please enter your SIN.
Please enter your date of birth.
Please enter your SIN.

PART – B (if Applicable) Spousal Info
Please enter your spouse's name.
Please enter your spouse's SIN.
Please enter your spouse's date of birth.
Please enter your SIN.
PART – C (if Applicable) Dependant Info
Please enter your dependent's name.
Please enter your dependent's date of birth.
Please enter your relationship with your dependent.
PART – D Income Information


If Yes, Provide us with your T4 /T4A/ T5/ T5007 or any Income Slips.
$5 Fee for > 3 slips and $7.25 per Foreign Earnings / Slips.
PART – E Student Information


If so provide Tuition Receipt –T2202A


If so provide us with Interest Receipt
PART – F Accommodation Info


If so provide us with the amount paid from JAN-DEC
$
Please enter total amount paid.
Please enter details of Recipient / Landlord / City
PART – G (Where Applicable) Other Info
$
Please enter amount for public transit.
$
Please enter amount for medical or dental payment.
$
Please enter amount for child care payment.
$
Please enter amount for donation.
Provide Supporting Docs/ Receipts for the above.
Provide Any other documents you want us to assess.
PART – H -Self-Employed / Business




Provide us with your Income & Expense Summary.

We Address & Represent Our Clients In ALL CRA Reviews / Audits / Disputes at an Agreed Fee