Personal Income Tax Client intake Form

Type of Service Required*(required)

Are you a new or existing client?*(required)

Province of residence on December 31 for the tax Return year*(required)

Are you a Canadian Citizen? Y or N*(required)

Do you want to register to vote this year if you are a Canadian Citizen? Y or N*(required)

Did you own foreign property at any time during the tax year with a total cost of more than CAD $100,000? Y or N*(required)

Did you own an interest in a foreign affiliate at any time during the tax year? Y or N*(required)

Did you dispose of a principal residence during the tax year? Y or N*(required)

Do you have children under 18 years old? Y or N*(required)

Marital Status*(required)

What type of employment do you have?*(required)

Do you need your GST return filed (SELF-EMPLOYED only) ? *(required)

Do you have rental income (i.e. Airbnb income)? *(required)