New Client information form for personal tax

ENTER YOUR PERSONAL INFORMATION HERE

Social Insurance Number:

First Name:

Last Name:

Street Address:

Address City/Town:

Address Province:

Address Postal Code:

Gender:

Male Female

Birth Date:

"YYYY-MM-DD"

Phone Number:

Email Address:

Marital Status:

Married
Living common-law
Widowed
Divorced
Separated
Single

If marital status changed in the reporting year, enter the date of change:

"YYYY-MM-DD"

Are you Canadian Citizen?:

Yes No

Did you own foreign property at any time in the reporting year with the total cost of more than CAD100,000?:

Yes No

Is your Income zero in reporting year?:

Yes No

Are you claiming disability amount?:

Yes No

If YES, is this a first-year claim?:

Yes No

Province of Residence on Year End:

Province of Self-Employment:

Did you dispose of property(s) at any time in the reporting year for which you are claiming a principal residence exemption?:

Yes No

If you are Married or Living common-law, Enter your Spousal Information below:

Spousal Social Insurance Number:

Spousal First Name:

Spousal Last Name:

Spousal Birth Date:

"YYYY-MM-DD"

Spousal Email Address:

Is your Spouse Canadian Citizen?:

Yes No

Dependants information:

Any notes to your profile: in English only