Canadian Client Information Sheet Please provide the basic information below. We will request additional information where required. 1. Personal Information First Name Middle Name Last Name Date of Birth Marital Status SelectSingleMarriedCommon-LawSeparatedDivorcedWidowed Phone Email Home Address City Province Select ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon Postal Code 2. Spouse / Common-Law Partner Complete this section only if applicable. First Name Middle Name Last Name Date of Birth 3. Canadian Tax Residency & Foreign Property Please provide the information for each taxpayer, where applicable. Primary Taxpayer Spouse / Common-Law Partner Province of Residence on December 31 Select ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukonNon-Resident of Canada Province of Residence on December 31 Select ProvinceAlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukonNon-Resident of Canada Canadian Resident for the Full Year? YesNo Canadian Resident for the Full Year? YesNo If No, Date Entered or Left Canada If No, Date Entered or Left Canada Specified Foreign Property With Total Cost Over CAD $100,000? YesNoUnsure Specified Foreign Property With Total Cost Over CAD $100,000? YesNoUnsure 4. Dependants Children or Other Dependants? YesNo Number of Dependants Any Dependant With a Disability or Special Tax Claim? YesNoUnsure 5. Income & Tax Situations Select all that apply. Employment / T4Pension / T4A / T4RSPInvestments / T5 / T3RRSP ContributionsSelf-EmploymentRental PropertySale of Real EstateCapital Gains / InvestmentsForeign IncomeForeign PropertyCrypto / Digital AssetsU.S. Income / Tax FilingMedical ExpensesDonationsTuition / StudentOther 6. CRA Information Primary Taxpayer - Access to CRA My Account? YesNo Spouse / Common-Law Partner - Access to CRA My Account? YesNo 7. Documents & Comments Preferred Method to Provide Documents Client PortalEmailEither Anything Else We Should Know? Security Notice Please do not enter your Social Insurance Number (SIN), banking information, passwords, or other sensitive identification information in this form. I confirm that the information provided above is complete and accurate to the best of my knowledge.
