2025 Tax Client Form
Please only complete ONE form if you are Married or Common-Law
Date Form Completed
-
Month
-
Day
Year
New or Returning Client?
*
Please Select
NEW
Returning
If New, who referred you?
Your Full Name
*
First Name
Middle Name
Last Name
Your Birth Date
*
-
Month
-
Day
Year
MM/DD/YYYY
Has Your Marital Status Changed in 2025?
*
Yes
No
Current Marital Status
*
Please Select
Single
Common-Law
Married
Separated
Divorced
Widowed
Spouse Full Name (if applicable)
First Name
Middle Name
Last Name
Spouse Birth Date
-
Month
-
Day
Year
MM/DD/YYYY
Has Your Primary/Mailing Address Changed in 2025?
*
Yes
No
Full Mailing Address
*
Street Address
Street Address Line 2
City
Province
Postal Code
Your Phone Number
*
Format: (000) 000-0000.
Spouse Phone Number (if applicable)
Format: (000) 000-0000.
Your E-mail
*
example@example.com
Spouse E-mail (if applicable)
example@example.com
Do you have Child Dependents?
*
Yes
No
Please list full names and birthdates for all dependents
Please list any NEW dependents in 2025 (with birthdates)
Do you have tuition to transfer from older dependents?
*
Yes
No
Did you Move in 2025?
*
Yes
No
If Yes, did you Notify the CRA?
Yes
No
If Yes, did you move more than 40kms closer to your employer/school?
Yes
No
If Yes, did you pay any moving expenses?
Yes
No
Did you sell a home in 2025?
*
Yes
No
If Yes, was it your Primary Residence?
*
Yes
No
Did you purchase a Home in 2025?
*
Yes
No
If Yes, was this your First Time buying a Home?
*
Yes
No
Are you a Canadian Citizen?
*
Yes
No
If No, are you a Permanent Resident?
*
Yes
No
Do you authorize the CRA to provide your information to Elections Canada?
*
Yes
No
Do you authorize the CRA to provide your email to the Government of Alberta and the Ministry of Hospital and Surgical Health Services, so that you may receive information sent to you by email on organ and tissue donation?
*
Yes
No
Do you own any Foreign Property (outside of Canada) over $100,000 CDN?
*
Yes
No
Do you have any income that is exempt under the Indian Act?
*
Yes
No
Do you operate a Home Business?
*
Yes
No
Do you own any Rental Properties?
*
Yes
No
Tax Information for 2025:
Did you receive a T2200 and/or a TL2 signed by your employer so that you can claim Employment Expenses in 2025?
*
Yes
No
Not Sure
Did you receive any EI Benefits in 2025?
*
Yes
No
Did you have any investments that gain interest or dividends in 2025?
*
Yes
No
Did you contribute to RRSPs in 2025 or in the First 60 days of 2026?
*
Yes
No
Did you take any money out of RRSPs in 2025?
*
Yes
No
Are any of your RRSP Contributions being allocated to replace money taken out to purchase a home in prior years (under the Home Buyers Plan)?
*
Yes
No
Did you contribute to a FHSA (First Home Savings Account) for the first time in 2025?
*
Yes
No
Did you contribute to an existing FHSA (First Home Savings Account) in 2025?
*
Yes
No
Did you receive any Pension Income in 2025?
*
Yes
No
Did you pay any Tuition in 2025?
*
Yes
No
Did you pay any Student Loan Interest in 2025?
*
Yes
No
Did you make any Charitable Donations in 2025?
*
Yes
No
Did you make any Political Donations in 2025? (includes both Federal and Provincial)
*
Yes
No
Did you pay any Child Care in 2025 that you received receipts for?
*
Yes
No
Is there anyone in your household that qualifies for the Disability Tax Credit in 2025?
*
Yes
No
If Yes, who qualifies?
First Name
Does the CRA have a T2201 on file?
Yes
No
Not Sure
What is the expiry date of the T2201?
-
Month
-
Day
Year
MM/DD/YYYY
Do you have any expenses incurred in 2025 to make your home more accessible for the person who qualifies for the Disability Tax Credit?
*
Yes
No
Not Sure
Did you have any Medical Expenses in 2025? (includes premiums paid for Group Insurance and any out-of-pocket expenses not covered by Insurance)
*
Yes
No
Did you pay or receive Child Support in 2025?
*
Yes
No
Did you pay or receive Spousal Support in 2025?
*
Yes
No
Did you pay any Union Dues in 2025 that were not included on your T4 from your employer?
*
Yes
No
Not Sure
Did you pay any Investment Loan Interest in 2025?
*
Yes
No
Not Sure
Did you pay any Professional Registration Fees in 2025?
*
Yes
No
Not Sure
Do you qualify as an Eligible Educator and have expenses to claim in 2025?
*
Yes
No
Not Sure
Do you qualify for the Northern Residents Deduction?
*
Yes - Zone A
Yes - Zone B
Yes (not sure which Zone)
No
Any additional information that I should be aware of?
Submit
Should be Empty: