CLIENT INFORMATION FORM
CARE TAX SOLUTIONS WE CARE ABOUT YOUR MONEY
Date YYYYMMDD
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Year
/
Month
Day
4 digit year, 2 digit month, 2 digit day
Date
PERSONAL INFORMATION
Client Full Name As on Government ID
Date of Birth
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Year
/
Month
Day
4 digit year, 2 digit month, 2 digit day
Date
Social Insurance No.
Full Address of Residency Street NameCityProvince
Postal Code
Apt Suite or Unit
Cell Phone
Format: (000) 000-0000.
Home Phone
Format: (000) 000-0000.
Email
example@example.com
Full Mailing Address Street NameCityProvince
Postal Code
Apt Suite or Unit
Mailing address same as above?
Yes
No
DEPENDENTS (IF APPLICABLE)
Full Name Dependent 1
Date of Birth
/
Year
/
Month
Day
4 digit year, 2 digit month, 2 digit day
Date
Relation to Client
Disabled?
Yes
No
Full Name Dependent 2
Date of Birth
/
Year
/
Month
Day
4 digit year, 2 digit month, 2 digit day
Date
Relation to Client
Disabled?
Yes
No
Are you a Canadian Citizen?
Yes
No
Marital Status?
Married
Single
Common-Law
Divorced
Widowed
Separated
If marital status has changed within the filingtax year(s), enter the date. (YYYY/MM/DD)
/
Year
/
Month
Day
4 digit year, 2 digit month, 2 digit day
Date
Do you authorize CRA to give your personal information to Elections Canadato update National Register of Electors or the Register of Future Electors?
Yes
No
Did you own specified foreign property at any time in the filing tax year(s)with a total cost of more than $100,000 CAD?
Yes
No
Business Name or Legal Name
Business Owner Contact Name
Business Phone Number
Business Fax Number
Business Address
Apt. #, Suite #, or Unit #
Business Email
example@example.com
Postal Code
Business Industry
Corporate Year End Date (If Applicable)
/
Year
/
Month
Day
4 digit year, 2 digit month, 2 digit day
Date
Alberta Business Number
Yes
No
Business Number
GST Registered & Number
Annual
Quaterly
GST Registered & Number
Payroll
Yes
No
Other
Preferred Method of Contact
Email
Phone
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