In order to assist me in the preparation of your Personal Income Tax Return, I request that you fill out this form to the best of your knowledge. Using the information on this form, in conjunction with the personal tax information slips you provide, the information available to me on the Canada Revenue Agency’s website, and my discussions with you, I will complete your personal tax return.
Complete the checklist and click "Submit" on the final page. This checklist can either be completed as an individual or as a couple. If you have adult children or dependents, they must submit a separate form. Some fields are visible only if the applicable boxes are checked. If you have personal non-registered investments, I will defer the preparation of your taxes until all slips are received in April.
Once this form is completed, any additional information can be uploaded to TaxFolder.com, once you are granted access. Or if you prefer you send them by email to email@example.com, by regular mail or you can make arrangements to drop them off at my office.
I strive to complete your personal tax return as accurately as possible, and I take the confidentiality of the information you provide seriously. All information collected on this form and in the course of preparing your personal tax return is covered under the terms of my Engagement Letter.
DO NOT SUBMIT THIS FORM IF YOU ARE NOT MY CLIENT.