Tax Preparation Client On-boarding Form

Spouse Information
Name

First NameLast Name
Gender
SIN
Date of Birth

MonthDayYear
Date
Phone Number
Please enter a valid phone number.
Email
example@example.com
Address

Street Address

Street Address Line 2

CityState / Province

Postal Code
Occupation
Did you own and foreign property at any time in the past year with a total cost of $100,000 or more?

YesNo
Provide info to elections Canada?

YesNo
Did you sell a home in the past year?

YesNo
Are you a Canadian Citizen?

YesNo

Enter your dependents here

Acknowledgment & Signature
I confirmed that all information I entered here is accurate and true. I allow KRISTENS TAX SERVICE to capture my sensitive data like personal id, government id, social insurance number (SIN), and other information. I have read the terms and conditions and privacy policy of KRISTENS TAX SERVICE. By signing below, you acknowledge that you have read and understood your responsibilities and our responsibilities in doing this tax return.
Date Signed*

MonthDayYear
Date
Taxpayer Signature*

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Date Signed

MonthDayYear
Date
Spouse Signature

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