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
What services do you require?
T1 Personal Tax Return
T2 Corporate Tax Return
T1 and T2
Tax Advisory
Deceased Taxpayer Return (including estate)
Your Personal Tax Information
Please answer the following questions to help me better understand your tax situation.
Marital Status
*
Single
Married/Common-law
Separated/Divorced
Widowed
Other
Do you have any dependents?
*
Yes
No
Regarding your dependents, select all that apply
Children under 18
Children 18 and over
Parents and grandparents (including in-laws)
Other
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.
Information About Your Corporation
Name of Corporation
Fiscal Year-End
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Is this the company’s first year of incorporation?
Yes
No
Is this a 'Nil' return? (no activity, assets, or liabilities)
Yes
No
How do you track your business finances?
Bookkeeping software (e.g., Quickbooks)
Personalized spreadsheets (e.g., Excel)
Manually (e.g., paper records)
I keep receipts and invoices but don't otherwise track my finances
Are you able to provide a Trial Balance/Income Statement and Balance Sheet?
Yes
No
Does the company have employees?
No
Yes
How many employees?
Does the company own depreciable assets? (e.g., vehicles, equipment, property)
Yes
No
Does the company have investments? (e.g., stocks, mutual funds, interest-bearing accounts)
Yes
No
Does the company have transactions with "related parties"? (e.g., loans to shareholders)
Yes
No
Is the company associated with any other corporations?
Yes
No
Please provide some more details on the nature of the tax advice you are seeking.
Returns for Deceased Taxpayers
On which day did taxpayer die?
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Does taxpayer have a surviving spouse or common-law partner?
Yes
No
Does taxpayer have a Will?
Yes
No
Unsure
Are you the legal representative (e.g., executor) for the taxpayer?
Yes
No
Unsure, still need to confirm
Which of the following types of income was the taxpayer receiving at the time of death? Check all that apply.
RRIF
OAS
CPP
Pension (e.g., from employment)
Employment Income
Rental Income
Business Income (corporation)
Business Income (sole proprietorship)
Investment Income (e.g., interest, dividends, capital gains)
Other
What assets did the taxpayer own at the time of death?
Registered accounts (e.g., RRSP, TFSA, FHSA, etc.)
Principal residence (i.e., a home they lived in)
Other personal-use real estate (e.g., cottage)
Rental property
Vehicles
Non-registered accounts (e.g., investments not in an RRSP or TFSA)
Other
Did taxpayer file their income tax returns for all years prior to year of death?
Yes
No
Unsure
Please provide any other relevant information to help me understand the deceased's tax situation.
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