ipad – LSP Canada

Office Locations :

Client Information :

First Name :

Last name :

Email :

Gender:

S.I.N :

Date of Birth (yyyy/mm/dd):
[datepicker dob format:yy/mm/dd class:dobForm max_val:current|plus|0|days placeholder:yyyy/mm/dd]

Phone :

Address :

City :

Province :

Postal Code :

Disabled :

[group disabled-selected]

Disability certificate with CRA :

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[group usretun-selected]

For US Return :

Address :

S.S.N :

City :

State :

Zip Code :

[/group]

Has your marital status changed in the tax year? :

[group mStatusChange-selected]

Date of Change : [datepicker doc format:yy/mm/dd placeholder:yyyy/mm/dd class:dobForm max_val:current|plus|0|days]

Previous Status :

[/group]

[group spouseInfo-selected]

Spouse Information :

First Name :

Last name :

Email :

S.I.N :

Date of Birth :
[datepicker sp-dob format:yy/mm/dd placeholder:yyyy/mm/dd class:dobForm max_val:current|plus|0|days]

Phone :

Net Income $ :

Disabled (if not filing together) :

[group sp-disabled-selected]

Valid disablity certificate with CRA :

[/group]

Dependent Information :

Do have any dependents living with you *

[group dependentLiving5-selected] [/group] [group dependentLiving2-selected]

Please Select the option :Child SupportSpousal SupportN/A

[/group]

[group addDependent-selected]

Add dependent information here :

Name:

S.I.N :

Date of Birth :
[datepicker Dp1dob-328 format:yy/mm/dd placeholder:yyyy/mm/dd class:dobForm max_val:current|plus|0|days]

Relation :

Disabled :

Name:

S.I.N :

Date of Birth :
[datepicker Dp2dob-328 format:yy/mm/dd placeholder:yyyy/mm/dd class:dobForm max_val:current|plus|0|days]

Relation :

Disabled :

Name:

S.I.N :

Date of Birth :
[datepicker Dp3dob-328 format:yy/mm/dd placeholder:yyyy/mm/dd class:dobForm max_val:current|plus|0|days]

Relation :

Disabled :

[/group]

Are you a Canadian Citizen? :

[group canadaCitizen-selected]

Would you like to provide your information to Elections Canada? :

[/group]

Did you immigrate to Canada during tax year? :

[group immigration-selected]

Immigration Date :
[datepicker imigrationDate-1 format:yy/mm/dd placeholder:yyyy/mm/dd class:dobForm max_val:current|plus|0|days]

[/group]

Did you Buy or Sell a home or any property during the tax year? :

Have you claimed bankruptcy in the past two years? :

[group bankruptcy-selected]

Have u been discharged ? :

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Have you been confined to a prison or similar institution? :

[group prison-selected]

What is the date from & to :

[/group]

Did you own foreign Property of more than $100,000? :

Do you have any of the following receipts: (receipts must be given with dropped off materials) :
DaycareMedical expensesDonationsRent/Property tax

Are you a Self-Employed ? :

[group SelfEmployed-selected]

Business Number :

[/group]

IS your Business name and address different from Personal :

[group businessdifferent-selected]

Business Name :

Address :

[/group]

Additional Services Available (Check if you are interested in getting more details on) :
US TaxesIndividual / Group InsuranceHome & Auto InsuranceReal Estate / Mortgage ServicesFinancial Consultations & PlanningInvestments

Are you required to file Underused Housing Tax (UHT) return? :

Are you considered to be a Bare Trustee? :

[group BareTrustee-selected]

Do you hold legal title with another person or on behalf of group of people, have a joint account or co-signed with someone for an investment over $50,000 :

[/group]