Client Portal

Personal Tax Client Information Form

Please complete the following information accurately. Fields marked with an asterisk (*) are required.

Full Name *

Telephone Number

Email Address *

Tax Year *

Marital Status

Date of Marriage/Common-law Commencement

Date of Separation

Are you a Canadian Citizen?

Province/Territory of Residence on December 31

Did you become a resident of Canada during the year?

Date of Entry into Canada

Did you cease to be a Canadian resident during the year?

Departure Date

Foreign Property Over CAD $100,000?

Taxpayer Personal Information

First Name *

Middle Name

Last Name *

Date of Birth *

Social Insurance Number (SIN)

Telephone Number

Email Address

Street Address

City

Province/State

Postal/ZIP Code

Country

Spouse/Common-Law Partner Information

Spouse/Partner First Name

Spouse/Partner Middle Name

Spouse/Partner Last Name

Spouse/Partner Date of Birth

Spouse/Partner Social Insurance Number (SIN)

Spouse/Partner Telephone Number

Spouse/Partner Email Address

Spouse/Partner Street Address (if different)

Spouse/Partner City

Spouse/Partner Province/State

Spouse/Partner Postal/ZIP Code

Spouse/Partner Country

Dependent Information

Additional Comments *

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