PERSONAL INFORMATION
Your legal name as the CRA or IRS has it in their systems
First Name
Last Name
SIN
Your Social Insurance Number (Canada)
SNN if applicable
Birth Date
-
Month
-
Day
Year
Date
Phone Number
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Marital Status
Single
Married
Separated
Divorced
Widowed
Number of Dependents (if applicable)
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SIGNIFCANT OTHER / SPOUSE
Your legal name as the CRA or IRS has it in their systems
First Name
Last Name
SIN
Your Social Insurance Number (Canada)
SNN if applicable
Birth Date
-
Month
-
Day
Year
Date
Phone Number
Email Address
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
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DEPENDENTS
Complete if applicable
Name of Dependent #1
Name of Dependent #2
Name of Dependent #3
SIN of Dependent #1 (SSN as well)
SIN of Dependent #2
SIN of Dependent #3
Birth Date of Dependent #1
Birth Date of Dependent #2
Birth Date of Dependent #3
If you have more than 3 dependents please list their names, SIN's, and dates of birth here.
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RETURN BASIC QUESTIONS
Are you a Canadian Citizen?
Yes
No
Are you a US Citizen / Green Card Holder
Yes
No
Do you own $100,000 or more (CAD) of foreign property?
Yes
No
Are you required to file FBAR?
Yes
No
Do you consent to allow the CRA to share your basic voter information with Elections Canada?
Yes
No
Did you change the status of your home in the past year? (Where you turned your primary home into a rental property or your rental property into your primary home)
Yes
No
Not Applicable
Did you sell your home in the past calendar year?
Yes
No
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Basic Family Info
Date of Marriage (if applicable)
-
Month
-
Day
Year
Date
Date of Divorce/Separation (if applicable)
-
Month
-
Day
Year
Date
Are you required to pay any support payments? (if so - spousal, spousal & child, child)
Yes
No
Has your spouse passed in the past calendar year?
Yes
No
Do you receive any support payments?
Yes
No
Have you signed up for the maintenance enforcement program? (if so, we will require a copy of your annual statement to be uploaded)
Yes
No
If you are Divorced please provide a copy of you seperation agreement
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INCOME
Types of Income (check all that apply)
T3 (includes investment income & capital gains)
T4
T4A
T4E
T5
Rental Income
Self Employment / Side Hussle
Foreign Income
Other (not on list)
DEDUCTIONS
Deductions (check all that apply)
T2200 (please upload)
Student Loans (please upload interest statement)
Home Buyers Repayment
Professional / Union Dues
RSP
FHSA (First Time Home Savings Account)
Tuition
Medical / Dental
Donations
Digital Subscriptions
Smith Maneuver
Move for Work
Other (not included above)
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