Client Information Form RM_StatsI AM LOOKING FOR MY * Personal Return Self-Employed HST/GST Return Rental US (Return) Client InformationFirst Name *Last Name *Email *S.I.N *Date of Birth *Phone *Address *City *Province *Postal Code *Disabled *YesNoDisablity certificate with CRAYesNoFor US ReturnsAddressS.S.N *City *State *Zip Code *Marital Status * Single Married Common-Law Widowed Divorced Separated Has your marital status changed in the tax year?YesNoDate of ChangePrevious statusSpouse InformationFirst Name *Last Name *EmailS.I.N *Date of Birth *Phone *Net Income (if not filing together)DisabledYesInfirmN/AValid disablity certificate with CRAYesNoDependent InformationDo have any dependents living with you *YesNoPlease Select the option Sole Custody Shared Custody Joint Custody Child Support Spousal Support Please Select the option Child Support Spousal Support Please Select the option Child Support Spousal Support Please Select the option Child Support Spousal Support Please Select the option Sole Custody Shared Custody Joint Custody Child Support Spousal Support Please Select the option Sole Custody Shared Custody Joint Custody Child Support Spousal Support Dependent InformationAddDeleteName | SIN | D.O.B | Relation | Income | Disabled(Yes – Not applicable- infirm)Are you a Canadian Citizen?YesNoWould you like to provide your information to Elections Canada?YesNoDid you immigrate to Canada during tax year?YesNoImmigration DateDid you Buy or Sell a home or any property during the tax year?YesNoHave you claimed bankruptcy in the past two years?YesNoHave u been discharged ?YesNoHave you been confined to a prison or similar institution?YesNoWhat is the date from & toDid you own foreign Property of more than $100,000?YesNoDo you have any of the following receipts: (receipts must be given with dropped off materials) Daycare Medical expenses Donations Rent/Property tax Amount $Are you a Self-Employed ?YesNoBusiness NumberIS your Business name and address different from PersonalYesNoBusiness NameAddressAdditional Services Available (Check All you are interested in): US Taxes Individual / Group Insurance Home & Auto Insurance Real Estate / Mortgage Services Financial Consultations & Planning Investments Are you required to file Underused Housing Tax (UHT) return?YesNoAre you considered to be a Bare Trustee?YesNoDo 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 $50,000YesNo Note: It looks like JavaScript is disabled in your browser. Some elements of this form may require JavaScript to work properly. If you have trouble submitting the form, try enabling JavaScript momentarily and resubmit. JavaScript settings are usually found in Browser Settings or Browser Developer menu.
