Name

Street Address

City

Province

Postal Code

Best Phone # to reach you.

Email

Birthdate

How did you hear about Tax Smart?

Internet Search
Location Signs
Referral from a friend or relative

Marital Status

Married
Single
Widowed
Divorced
Separated
Common Law

Has marital status changed in 2023?

Yes
No

Have you informed Canada Revenue Agency about your marital change?

Yes
No
Not applicable

Spouses name (if applicable)

Spouses Birthdate (if applicable)

Province of Residence-December 31,2023

Did you reside in Canada for 365 days in 2023?

Yes
No

Do you own foreign property valued at more than $100,000?

Yes
No

Is the province you reside in different than your mailing address?

Yes
No

Did you move for a job or move more than 40km closer to your current work location in 2023?

Yes
No

Income sources other than T4's.

Support Payments
Tips
Casual Earnings
Canada Pension Plan
T5, T3 slips or others T slips

Did you have any employment expenses or did you work at home in 2023?(Apprentice Tools, Sales, Union Dues, Travel)

Yes
No

Did you have any of these sources of income in 2023?

Employment Insurance
Social Assistance
Canada Pension Plan
Workers Compensation
Student Assistance
Covid 19 Benefits

Did you have any unregistered Stocks, Bonds or Mutual Funds in 2023?

Yes
No

If so, did you sell any investments or cash in RRSP's in 2023?

Yes
No
Not Applicable

Did you sell your home, cottage, land or any other capital property in 2023?

Yes
No

Did you have business or apartment rental income in 2023?

Yes
No

Did you contribute to an RRSP or Registered Home Savings Plan in 2023?

Yes
No

Did you pay Spousal or Child Support in 2023?

Yes
No

Did you have dependents in 2023? (Children, Parents, etc.)

Yes
No

Did you pay a Babysitter or have Day Care expenses in 2023?

Yes
No

Did your children participate in any sports or arts programs in 2023?

Yes
No

Did you or your dependents attend college or university in 2023 or in the last 3 years?

Yes
No

Did you pay interest on a student loan in 2023?

Yes
No

Did you or a member of your household suffer from a disability or have special needs in 2023?

Yes
No

Have you paid for any medical expenses or donated to a charity in 2023?

Yes
No

Did you buy a home for the first time in 2023?

Yes
No

Did you do renovations to your home because of a person with a disability living there in 2023?

Yes
No

Did you volunteer for more than 200 hours as a firefighter or search and rescue?

Yes
No

Other tax related information