• Personal Update Form

    (Returning Clients)

     

    We are excited to begin your personal taxes!

    This form ensures you get the best services :)

  • Primary Contact's Basic Information

    • Any changes to your contact information? 
    • Format: (000) 000-0000.
    • Mailing address changes? 

    • Mailing Address

  • Services Requested

  • Preferred communication method
  • Would you like to pay via Pre-Authorized Debit (automatically processed 7 days after your invoice is issued) this year?
    • Any changes to your requested services? 
    • Services requested
    • Please pick your preferred bookkeeping program:
    • Any changes to your marital status? 
    • Marital Status
    • Has your marital status changed in the past 12 months?
    • What date did your marital status change?
       - -
    • Any changes to your spouse or common-law partner's details? 

    • Spouse's Information

    • Format: (000) 000-0000.
    • Marital Status
    • Has their marital status changed in the past 12 months?
    • What date did their marital status change?
       - -
    • Will Creekside be preparing their taxes?
    • If applicable, any changes to your bookkeeper? 

    • BOOKKEEPER'S INFORMATION

    • Format: (000) 000-0000.
    • May we contact them for information?
    • Any changes to your dependents? 

    • DEPENDENT INFORMATION

      Children Under 18, Post-Secondary Students, Disabled Individuals, Elderly Parents
    • Is Creekside completing a tax return for any of these individuals?

  • HIGH-RISK AREAS

  • Do you own any foreign property (stocks, investments, real estate) with a total cost of more than $100,000?*
  • In the past 18 months, have you changed the use of any of your properties? For example, a principal residence that you've turned into a rental property?*
  • Have you sold real estate in the past 18 months?*
  • What date did you sell this property?
     - -
  • Was this home your principal residence?*
  • Have you previously collected rental income on this property?*
  • Did you own any other property during the time you are designating this home as your principal residence?*
  • Are you collecting rental income?*
  • Did you collect short-term rental income in 2025?*
  • Are you licensed and compliant with all short-term rental regulations in your province / municipality as of December 31, 2025?*
  • Is this home also your principal residence at this time?*
  • Was this home your principal residence at any point?*
  • Have you moved in the past 18 months?*
  • Did you move more than 40kms for work?*
  • Approximate Date of move*
     - -
  • Are you a Canadian Citizen?
  • Would you like your name, address, and date of birth updated with Elections Canada?

  • First Time Home Buyer?

    You might qualify for a $1,500 Home Buyer Tax Credit!

  • Saving for Your First Home?

  • Did you opened a new First Home Savings Account (FHSA) in the year?

  • Are you paying rent to a landlord?

    We will see if you qualify for the BC renter's tax credit if you are paying rent for your personal living.

  • Address being rented (in 2023):
    Amount of rent paid (in 2023):
    Number of months rented (in 2023):
    Name of landlord (in 2023):      

  • Address being rented (in 2024):
    Amount of rent paid (in 2024):
    Number of months rented (in 2024):
    Name of landlord (in 2024):      

  • Other Tax Credits

    Multi-generation home renovation tax credit, accessibility home renovation tax credit, disability tax credit, infirm dependent tax credit, educator school supply tax credit, etc.

  • Getting Started!

  • When are you ready to begin services?*
  • What are your current financial goals?
  • Should be Empty: