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Client Information Checklist for Canadians
The information you enter here will be used strictly for us to return your message promptly and to serve you better. This information will not be shared with a third party.
You can fill in the on-line form below or print out the
Client Information Checklist for Canadians
, send it by mail, fax or bring it in person.
Personal Information
First Name:
Last Name:
Address:
Phone Number:
Email Address:
Are you a Canadian citizen:
Yes
No
Would you like us to provide your information to Elections Canada:
Yes
No
Do you own foreign property valued at more than $100,000:
Yes
No
Are you a GST/HST registrant:
Yes
No
Marital status:
Single
Married
Seperated
Widowed
Common Law
Divorced
Dependant Information
Dependant 1
Full Name:
Sex:
Male
Female
Age:
Dependant 2
Full Name:
Sex:
Male
Female
Age:
Dependant 3
Full Name:
Sex:
Male
Female
Age:
Dependant 4
Full Name:
Sex:
Male
Female
Age:
Dependant 5
Full Name:
Sex:
Male
Female
Age:
Please indicate if you receive any of the following source of income:
Employment (T4, T4A, T4RSP, T4E):
Yes
No
Retirement Benefits (T4OAS, T4AP T4RIF):
Yes
No
Universal Child Care Benefit (RC62):
Yes
No
Personal Business Income:
Yes
No
Corporate Income:
Yes
No
T5 and T3 (Interest on Investments):
Yes
No
T5008 (Stock Investments):
Yes
No
Rental Income:
Yes
No
Foreign Income:
Yes
No
Home Buyers Plan:
Yes
No
Lifelong Learning Plan:
Yes
No
Support Payments:
Yes
No
Capital Gains:
Yes
No
Please indicate if you have any of the following expenses:
Business Expenses:
Yes
No
Child Care :
Yes
No
RRSP:
Yes
No
T2202A (Tuition and Education):
Yes
No
T2200 Employment Expenses:
Yes
No
Transit Passes:
Yes
No
Interest on Student Loans:
Yes
No
Charitable Donations:
Yes
No
Professional and/or Union Dues:
Yes
No
Medical and Dental:
Yes
No
Tax Installment Payments:
Yes
No
Child Fitness:
Yes
No
Please provide us with a copy of your previous years tax return if it was not prepared by us
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