Tax Questionnaire for Returning Clients
Please fill out this form in order for us to complete your tax return with the utmost accuracy.
Name
First Name
Last Name
Email
example@example.com
Marital Status
Please fill out this section if it applies to you
Did your marital status change during the year?
Please Select
Yes
No
If yes, what did it change to?
Please Select
Married
Common-law
Divorced
Separated
Widow
Please specify the date of change
-
Month
-
Day
Year
Date
Address & Residency
Please fill out this section if it applies to you
Did you move during the year?
Please Select
Yes
No
Province of residence as of Dec 31st 2025
New address - if your address is the same please do not fill in
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a Canadian resident for tax purposes?
Please Select
Yes
No
Children & Dependants
Please fill out this section if it applies to you
Was a child born during the year?
Please Select
Yes
No
Did any child start or stop living with you during the year?
Please Select
Yes
No
Rental & Property
Please fill out this section if it applies to you
Did you purchase a rental property and earn rental income during the year? (If yes, please fill out the rental revenue form on our website)
Please Select
Yes
No
Did you sell a rental property during the year?
Please Select
Yes
No
If a rental property was sold, please provide the price it was sold for and any notary/real estate agent costs
Did you sell a personal use property during the year?
Please Select
Yes
No
If yes, please provide the following information
Purchase price
Purchase date
-
Month
-
Day
Year
Date
Sale price
Sale date
-
Month
-
Day
Year
Date
Income
What were your income sources for the year?
Employed
Self-employed
Retirement/Pension
Unemployed
Maternity/Paternity Leave
Did you start a self employed business during the year? (If yes, please fill out the self employment form on my website)
Please Select
Yes
No
Investments & Other Income
Please fill out this section if it applies to you
Did you sell any investments during the year? (Stocks, ETFs, crypto, etc)
Please Select
Yes
No
Did you receive foreign income or hold foreign assets?
Please Select
Yes
No
Contributions & Deductions
Did you contribute to an RRSP and/or FHSA during the year?
Please Select
Yes
No
Benefits & Credits
Did you receive government benefits during the year? (CCB, EI, QPIP, social assistance, etc)
Please Select
Yes
No
Did you pay tuition fees?
Please Select
Yes
No
Did you have any medical expenses not covered by insurance?
Please Select
Yes
No
Total medical expenses that were not reimbursed by medical insurance
Additional Notes
Any additional comments or information you would like for us to know?
Please upload all of your tax documents below
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Client Acknowledgement
I confirm that the information and documents I have provided are complete and accurate to the best of my knowledge.I understand that it is my responsibility to ensure that all relevant tax slips, income, expenses, and supporting documentation have been submitted.If any information is missing, incomplete, or inaccurate, I acknowledge that I am responsible for any resulting adjustments, penalties, or interest.
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