New Client information form for personal tax

ENTER YOUR PERSONAL INFORMATION HERE

Social Insurance Number (SIN):

First Name:

Last Name:

Street Address:

City/Town:

Province:

Postal Code:

Gender:

Male Female

Date of Birth:

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:

Are you a Canadian Citizen?:

Yes No

Did you own foreign property at any time in the reporting year with a total cost of more than CAD 100,000?:

Yes No

Was your income zero in the reporting year?:

Yes No

Are you claiming a disability amount?:

Yes No

If YES, is this your first year claiming the disability amount?:

Yes No

Province of residence at year-end:

Province of Self-Employment:

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

Yes No

If married or living common-law, please provide your spouse's information below:

Spousal Social Insurance Number:

Spousal First Name:

Spousal Last Name:

Spousal Date of Birth:

Spousal Email Address:

Is your spouse a Canadian Citizen?:

Yes No

Dependants Information:

Any notes to your profile (in English only):