PERSONAL UPDATE FORM

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
Legal Name*

First NameLast Name
Occupation

Any changes to your contact information?
Email
Phone Number

Any updates to your mailing address?
Mailing Address
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code

Any changes to your marital status?
Marital Status

SingleMarriedCommon-Law (12+ months co-habitation / a child together)DivorcedSeparated (living apart for at least 90 days)Widowed
Has your marital status changed in the past 12 months?

YesNo
What was your previous marital status?
What date did your marital status change?

MonthDayYear
Date

If applicable, any changes to your bookkeeper?
BOOKKEEPER'S INFORMATION
Bookkeeper's Name
Bookkeeper's Phone Number
Bookkeeper's Email
May we contact them for information?

YesNo

Any changes to your dependents?
DEPENDENT INFORMATION

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

YesNo
If yes, whose return will we prepare?

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

YesNoUnsure
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.
Rental Information
Address being rented (in 2023): blanks
Amount of rent paid (in 2023): blank
Number of months rented (in 2023): Type a label
Name of landlord (in 2023): Type a label

Getting Started!
When are you ready to begin services?*

ASAP! I have sent the required documentation / it is on its way!I'll reach out. I'm still organizing my paperwork.
What are your current financial goals?

Save for a first homeReduce debtSave for retirementPurchasing an investment propertySelling current homeOther
Any questions or comments for the accountant?
Should be Empty: