Tax Drop Off Form - Accrual Accounting

Name*

First Name Last Name

Middle Name

*You must provide your middle name if you are a first time filer.

Pronouns (she/her, he/him, etc.)*

Phone

SIN*

DOB*

Best time to call

Address

Address Address Line 2 City Province Postal Code

Province of Residence as of Dec 31st

Have you moved recently?

Yes
No

Email

Disability

Yes
No

US Citizen

Yes
No

Marital Status

If married or common law, is your spouse filing with us?

Did this Status change Recently?

Yes
No

Date and Previous Status

Name

Spouse First Name Last Name

Phone

SIN

DOB

Net Income

Email

Disability

Yes
No

US Citizen

Yes
No

Dependants

Children
Parents
Grandparents
None

Dependants

First Name	Last Name	DOB (D/M/Y)	Relation/Gender	SIN(if work)	Disability(Y/N)

Do you have multiple tax years to be filed?

Yes
No

Have you claimed bankruptcy in the past 2 years?

Yes
No

Do you have Foreign Income?

Yes
No

Do you have Foreign Property?

Yes
No

Do you have RRSPs or Other Investments?

Yes
No

Do you have employment expenses to claim?

Yes
No

Did you immigrate to Canada recently?

Yes
No

If yes, immigration date:

World Income:

Where did you immigrate from?

Do you or your spouse have United States Citizenships?

Self
Spouse
Both
Neither

Do you have Income from any of the following sources?

Business/Self Employment
Farm
Rental Properties

Specify type of business

Do you have any of the following receipts?

Daycare
Medical Expenses
Donations
Political Contribution
Tuition

Do you Pay or receive any Support?

Pay
Receive

What Kind?

Child
Spouse

If you are a Canadian Citizen, would you like your information (name, address, date of birth) given to Elections Canada to update the National Register of Electors?

Yes
No

How did they hear about us?*

Were you referred?*

What services are you looking for?*

Are you Human*

Yes I am Human