Client Onboarding Form
Name
*
First Name
Last Name
SIN
*
Birthdate
-
Month
-
Day
Year
Date
Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
example@example.com
Do you authorize CRA to prove information about you to Elections Canada?
Yes
No
Did you sell a personal Residence During the Year?
Yes
No
Do you own Foreign Property costing over $100,000?
Yes
No
Are you a U.S. Green Card Holder?
Yes
No
Did you spend more than 120 days in the U.S. during the tax year?
Yes
No
How do you want to receive your notices of assessment and reassessment?(Select one or more of the following electronic options)
I am registering (as indicated in Part A above) or I am already registered to receive electronic mail from the CRA and can view and access my notices of assessment and reassessment online.
I would like my electronic filer to receive a one time notice of assessment and reassessment electronically in their software and provide me with a copy. I understand that by ticking (x) this box, I am allowing the CRA to electronically provide my assessment results and my notices of assessment and reassessment to the electronic filer (including a discounter) named in Part C. I will now receive a copy of my notices of assessment and reassessment from my electronic filer. For more information, see "NOA via Tax Software" on page 2.
I would like to receive paper notices of assessment and reassessment through Canada Post. I will receive my notices of assessment and reassessment through Canada Post once my return or amended return has been assessed. If I have already registered to receive electronic mail from the CRA and I tick this box, I understand that I will not receive a copy of my notice through Canada Post.
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Marital Status
Indicate your marital status
Married
Living common-law
Widowed
Divorced
Separated
Single
Did your marital status change last year?
*
Yes
No
Indicate the date that your marital status changed
-
Month
-
Day
Year
Date
Do you have dependents?
Yes
No
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Identification and contact information (Spouse)
Spouse Name
First Name
Last Name
Spouse SIN
Spouse Birthdate
-
Month
-
Day
Year
Date
Spouse Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Spouse Email
example@example.com
Do you authorize CRA to prove information about you to Elections Canada?
Yes
No
Do you own Foreign Property costing over $100,000?
Yes
No
Are you a U.S. Green Card Holder?
Yes
No
Did you spend more than 120 days in the U.S. during the tax year?
Yes
No
How do you want to receive your notices of assessment and reassessment?(Select one or more of the following electronic options)
I am registering (as indicated in Part A above) or I am already registered to receive electronic mail from the CRA and can view and access my notices of assessment and reassessment online.
I would like my electronic filer to receive a one time notice of assessment and reassessment electronically in their software and provide me with a copy. I understand that by ticking (x) this box, I am allowing the CRA to electronically provide my assessment results and my notices of assessment and reassessment to the electronic filer (including a discounter) named in Part C. I will now receive a copy of my notices of assessment and reassessment from my electronic filer. For more information, see "NOA via Tax Software" on page 2.
I would like to receive paper notices of assessment and reassessment through Canada Post. I will receive my notices of assessment and reassessment through Canada Post once my return or amended return has been assessed. If I have already registered to receive electronic mail from the CRA and I tick this box, I understand that I will not receive a copy of my notice through Canada Post.
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Dependent
Name
First Name
Last Name
Birthdate
-
Month
-
Day
Year
Date
Name
First Name
Last Name
Birthdate
-
Month
-
Day
Year
Date
Name
First Name
Last Name
Birthdate
-
Month
-
Day
Year
Date
Name
First Name
Last Name
Birthdate
-
Month
-
Day
Year
Date
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List of income/deductions (Taxpayer)
This section is specific to the primary taxpayer, if you are married, a different section needs to be completed for your spouse. Please review the list of income and deductions/credits below, and check off those items that apply to the primary taxpayer.
Income sources
Employment Income (T4 or T4A Slips)
Pension Income (T4A, T4OAS, T4AP Slips)
Employment Insurance Benefits (T4E Slips)
Investment Income – Interest
Dividends (T5 Slips)
Estate/Trust/Mutual Fund Income (T3 Slips)
Partnership Income (T5013)
Rental Income and Expenses
Capital Gains (Please indicate the cost and proceeds of any asset disposals)
Self-Employment Income and Expenses
Retirement Income (RRSP, RRIF, Annuity)
Other Income, Support Received, Death Benefits, etc.
Deductions and Credits
RRSP Contributions
Tuition Receipts (T2202A Form)
Union, Professional Dues Receipts
Child Care Expenses (SIN, Name and Address of Caregiver)
Moving Expenses
Medical Expenses (Summary from Pharmacy) T2200/T2200S/T777 Forms (Employment Expenses – Include Statement of Exp.)
Home Office Expenses
T2201 Slips (Disability Deductions, Self or Dependents)
Charitable Donations and Political Contributions
Student Loan Interest Statement
Eligible Support Payments
Other Deductions (Carrying Charges, Interest)
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List of income/deductions (Spouse)
This section is specific to the primary taxpayer, if you are married, a different section needs to be completed for your spouse. Please review the list of income and deductions/credits below, and check off those items that apply to the primary taxpayer.
Income sources
Employment Income (T4 or T4A Slips)
Pension Income (T4A, T4OAS, T4AP Slips)
Employment Insurance Benefits (T4E Slips)
Investment Income – Interest
Dividends (T5 Slips)
Estate/Trust/Mutual Fund Income (T3 Slips)
Partnership Income (T5013)
Rental Income and Expenses
Capital Gains (Please indicate the cost and proceeds of any asset disposals)
Self-Employment Income and Expenses
Retirement Income (RRSP, RRIF, Annuity)
Other Income, Support Received, Death Benefits, etc.
Deductions and Credits
RRSP Contributions
Tuition Receipts (T2202A Form)
Union, Professional Dues Receipts
Child Care Expenses (SIN, Name and Address of Caregiver)
Moving Expenses
Medical Expenses (Summary from Pharmacy) T2200/T2200S/T777 Forms (Employment Expenses – Include Statement of Exp.)
Home Office Expenses
T2201 Slips (Disability Deductions, Self or Dependents)
Charitable Donations and Political Contributions
Student Loan Interest Statement
Eligible Support Payments
Other Deductions (Carrying Charges, Interest)
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Is there anything else that you think I should know or be aware of?
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