New Client Questionnaire
This short form helps me to understand your tax filing needs so I can provide you with an accurate quote before any work begins.
Full Name
*
First Name
Last Name
Email Address
*
example@example.com
Marital Status
*
Single
Married/Common-law
Separated/Divorced
Widowed
Other
Do you have any dependents?
*
Yes
No
Employment Status
*
Employed or self-employed
Unemployed
Retired
Student
Other
What types of income did you receive in the past year? (Select all that apply)
*
Employment income (T4)
Self-employment income
Investment income (interest, dividends, capital gains)
Pension/Retirement income
Rental income
Other
Did you make any RRSP contributions this year?
*
Yes
No
Did you pay tuition or student loan interest?
*
Yes
No
Are there any other tax credits or deductions you wish to claim? (e.g., childcare, moving expenses, donations, medical expenses, etc.)
Have you had any major life changes since your last tax return was filed (e.g., marital status, moved provinces, new child, etc.)?
Please provide any additional information or questions regarding your tax situation.
Spouse or Common-Law Partner Tax Information
Please provide the same details below with respect to your spouse or common-law partner.
Spouse Full Name
*
First Name
Last Name
Spouse Email Address
*
example@example.com
Spouse Employment Status
*
Employed or self-employed
Unemployed
Retired
Student
Other
What types of income did your spouse receive in the past year? (Select all that apply)
*
Employment income (T4)
Self-employment income
Investment income (interest, dividends, capital gains)
Pension/Retirement income
Rental income
Other
Did your spouse make any RRSP contributions this year?
*
Yes
No
Did your spouse pay tuition or student loan interest?
*
Yes
No
Are there any other tax credits or deductions your spouse wishes to claim? (e.g., childcare, moving expenses, donations, medical expenses, etc.)
Please provide any additional information or questions regarding your spouse's tax situation.
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