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  • Client Tax Information Sheet

    Submit your tax information to ProWealth
  • Disclaimer

    You can provide your tax information easily by using this secure form. The information is encrypted and only available to ProWealth Business Solutions Inc. You can save at any time and come back to this form later. You can submit the form when you feel it is complete. When you finish this form, you will be sent a copy by email. You can drop off the paper copies of your slips and information to our office. Or, to save a trip, you can upload copies of your slips and other information. There are places to do this in the form. We request your co-operation in providing your information as soon as possible, to meet the extended Canadian June 1, 2024 filing deadline. Please complete a separate form for spouse and/or dependents if necessary. You will see where you can do that later in the form. There will be an "Add Taxpayer" button at the end of the first Taxpayer Information section. Note: All returns are efiled as required by CRA. If you want a paper copy filed, let us know. There is an extra charge for this, $25 per return, as levied by CRA.
  • Primary Filer's Information

    If Applicable
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  • Dependent's Information

  • General Questions on Your Situation.

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  • Source of Income.

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  • Deductions. Check the Expenses Which Pertain to You

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  • Tax Filing

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  • If a tax return needs to be re-transmitted to the Internal Revenue Service due to incorrect or incomplete information provided by the tax filer, and additional re-processing fee may be applied. 

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