Client Tax Data Sheet
Fill out the form below to submit your tax information to me. All Information in this form will be kept confidential as mentioned in our disclosure form. If you have any questions prior to completing this form, do not hesitate to contact me by email grace@thetaxmatron.com or by phone at (705)559-4899. Thank you and have a great day!
How did you hear about us or who referred you?
Your Name
*
First Name
Last Name
Social Insurance Number
Date of Birth
*
/
Month
/
Day
Year
Date
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
Preferred Method of Contact
Phone Call
Text
Email
Please click all that apply to you:
You became a resident of Canada in 2023
You stopped being a resident of Canada in 2023
Your income is exempt under the Indian Act
You attended college or university in 2023
You have a disability
You owned foreign property at anytime within the year with a total cost of CAN $100,000 or more.
Your a volunteer firefighter
None of the above
What is your filing status?
*
Choose One
Single
Head Of Household (Single with dependents)
Married
Separated
Divorced
Widowed
Are you filing an eligible spouse on your tax return?
*
Yes
No
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Spouse Name
*
First Name
Last Name
Social Insurance Number
Date of Birth
*
-
Month
-
Day
Year
Date
Phone Number
*
-
Area Code
Phone Number
Email
*
example@example.com
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Next
Did your marital status change during the year?
*
Yes
No
Do you have any children or dependents to file?
*
Yes
No
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Dependents
Child must have been living with you for the year. No one else should be claiming dependents in your home.
Dependent #1
First Name
Last Name
Date of Birth
Disability?
Dependent #2
First Name
Last Name
Date of Birth
Disability?
Dependent #3
First Name
Last Name
Date of Birth
Disability?
Dependent #4
First Name
Last Name
Date of Birth
Disability?
Dependent #5
First Name
Last Name
Date of Birth
Disability?
Did you pay any child care expenses throughout the year ?
Yes
No
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Child and Dependent Daycare Expenses
If the provider is a person, enter the care provider's SSN
Child Name Amount Paid
*
First Name
Amount Paid
Provider Phone Number
-
Area Code
Phone Number
Provider
*
Name
Tax ID #/ SIN
Provider Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Province
Postal Code
Do you want to enter another child care provider?
*
Yes
No
Child Name Amount Paid
*
First Name
Amount Paid
Provider
*
Name
Tax ID #/ SIN
Provider Phone Number
-
Area Code
Phone Number
Provider Address
Street Address
Street Address Line 2
City
Please Select
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Province
Postal Code
Back
Next
Upload photos of your T4, T4A, T5,and ALL documents
Attach an image of all documents that can be used to assist your tax preparer with the preparation of your tax return.
Upload
Choose Files
Cancel
of
Enter any additional information or comments that you would like the include for your tax preparer
If you did not file your tax return with us last year, we recommend that you upload a copy of your previous year's tax return
Choose Files
Optional but STRONGLY recommended
Cancel
of
Do you owe from previous years?
Yes
No
I have not filed previous years
Please select the following years you are trying to file
2021
2020
2019
2018
2017
2016
2015
E- Signature Below
*
By filling out this form, you are giving us permission to prepare your tax return and you are confirming that ALL information entered is accurate. If you have any questions do not hesitate to call our office at (705)559-4899 or email grace@taxmatron.com
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