First Name:
Last Name:
Phone:
Email:
Entry to Canada:
D.O.B:
SIN#:
Address:
Are you a Canadian Citizen? YesNo
Did Your Marital Status changed in 2024? If yes, please provide status: MarriedSingleCommon LawSeparatedDivorcedWidowed
Date of change:
Dependents Name
SIN#
D.O.B
Relationship
Q1. Did you buy/sell principal residence in 2024? YesNo
i. What was the address of the property sold?
ii. What was the date of acquisition and the date of sale?
iii. Was this property designated as your principal residence for all the years you owned it?
iv. Did you use the property for business or rental purposes at any time?
v. Have you ever claimed the Principal Residence Exemption
Q2. Do you have rental income? YesNo
Q3. Do you own foreign property for more than $100K ? YesNo
Q4. Did you buy your first home in 2024? YesNo
Q5. Did you register FHSA account in 2024? YesNo
Q6. Were you a student in 2024? YesNo
Q7. Do you have any medical expense to claim? YesNo
Q8. Do you have donations to claim? YesNo
Q9. Do you have a mentally or physically infirm dependant? YesNo
Q10. Are you claiming caregiver amount? YesNo
Q11. Are you claiming child care expenses? YesNo
Q12. Did you pay for supervisa or private health insurance? YesNo
Q13. Are you self employed? * YesNo
Q14. Do you drive UBER/TAXI?- HST# * YesNo
Q15. Do you have trading income? * YesNo
Q16. Did you earn commission income? * YesNo
Q17. Are you claiming employment expenses? YesNo
Q18. If yes to Q17 - Do you have T2200 form provided by the employer? YesNo
Rent paid / property tax paid:
Comment:
Attach Document [pdf|doc|docx|png|jpg|jpeg]:
Q19. Would you like to update Direct Deposit info ? YesNo
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