OLD - New Client Personal Tax Info Update

Personal Tax Checklist

Congratulations on taking the first step to completing your personal taxes. To receive access to your CPA4IT Personal tax checklist please update your personal tax information.

Our new CRM eliminates the need for ever entering information twice. if you don't have answers to all of the fields please complete what you can. You can always return to the form later to update any additional information. If the information below is correct just click the link at the bottom of this page to access your checklist

Contact Details

Email *

Phone 1 *

Address *
Suite/Unit Number
City *
Province *
Postal Code *
Country *

Tax Filing Details

Total number of T1’s to process *

Names of T1's to be prepared (First Name Only) *

Do you want to provide your email address to CRA for paperless correspondence? *

YesNo

Do you authorize CRA to provide Elections Canada with your family’s names, addresses and dates of birth? *

YesNo

Do you authorize CRA to share your name and email address to Ontario Health for the purpose of being contacted by email about organ and tissue donation? *

YesNo

Do you or your spouse own foreign property/ investments costing more than $100,000 CDN? *

YesNo

Did you or your spouse have interest in a foreign affiliate at any time in 2023? *

YesNo

Did you or your spouse dispose of a property (or properties) in 2023 for which you are claiming a principal residence exemption? *

YesNo

Were you or your spouse confined to a prison or similar institution: - for a period of 90 days or more during the year? *

YesNo

If your province or territory of residence changed in 2023, enter the date of your move:

Personal Details (You)

Title
First Name *
Middle Name
Last Name *

SIN *

Date of Birth (MM-DD-YYYY) *

Marital Status *

Date Marital Status changed (MM-DD-YYYY)

Canadian Citizen? *

YesNo

Claim Disability Amount? *

YesNo

Mentally or physically infirm? *

YesNo

Personal Details (Spouse)

Spouses Name

Spouses SIN

Spouse Date of Birth (MM-DD-YYYY)

Claim Disability Amount (Spouse)?

YesNo

Canadian Citizen (Spouse)?

YesNo

Mentally or physically infirm (Spouse)?

YesNo

Family Details

Number of Dependent Children

Names date of birth and SIN for Children

Personal Tax Scenarios/Deductibles

(Please complete all the applicable tax scenarios and deductions that you will be claiming)

T4 Employment Slips

T5/T3 Investment Slips

RRSP Contributions

Rental Income and Expenses

Sole Proprietorship - Self Employed Income and Expenses

T2200 Employment Expenses (Commission Employees)

Sole Proprietorship - Self Employes Details

(Please complete if you have an unincorporated business)

Sole Proprietorship Name

Sole Proprietorship Start Date (MM-DD-YYYY)

GST/HST Number

GST/HST Method

Incorporation Details

(Please complete if you have an incorporated business)

Date of Incorporation (if applicable (MM-DD-YYYY)

Name of Corporation