Tax Information Form
Please fill out this form to provide your tax information.
Personal Information
Full Name
First Name
Last Name
Social Insurance Number
Date of Birth
-
Month
-
Day
Year
Date
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian citizen?
Yes
No
Tax Filing Status
Single
Married filing jointly
Married filing separately
Widowed
Separated
Common Law
Income (Check all that apply including spouse)
T4
T5007
T4A
T4E
T4RIF
T4AP
T3
T4OAS
T5
Small Business
Farm
Rental Property
T777 Work Expenses
Spouse Information
Spouse's Full Name
First Name
Last Name
Spouse's Date of Birth
-
Month
-
Day
Year
Date
Spouses Social Insurance Number
Email
example@example.com
Are you(or spouse) eligible for the disability tax credit?
Yes
No
Did you sell your home in the tax year?
Yes
No
Do you currently have online access to your CRA account?
Yes
No
Are you registered for an online CRA account or do you prefer paper copies?
Yes
No
Paper
Do you have any prior tax years to file?
Yes
No
Do you have a balance owing from previous years?
Yes
No
Dependents Information
Dependents
Dependents
Itemized Deduction
If Applicable
Medical(Prescription/Dental/Medical)
Property Tax/Rent
Union Dues(If not included on T4)
RRSP(Current Year)
RRSP(1st 60 days)
Additional information relevant to your return(s)
Signature
Continue
Continue
Should be Empty: