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New Client Questionairre

Cliquez ici pour visualiser et remplir le formulaire en français

Langue / Language

English
Francais
Other

Other Language

Name *

First

Last

S.I.N.

Gender

Date of Birth

Address

City

Province

Postal Code

Are you disabled or have a disability recognized by the government?

yes
no

What type?

Is there an eligibility deadline?

What was your marital status on December 31 of the tax year?

Partner’s First Name

Partner's Last Name

Partner's D.O.B.

Partner's S.I.N.

Will we be filing your partner's income tax?

If not a customer for tax purposes, please answer the following questions:

Are they a Canadian Citizen?

Did they live in Quebec on Dec 31?

Are they self employed?

What was the amount of income that they reported on line 23600 of their Federal (T1) return

What was the amount of income that they reported on line 275 of their Provincial (P1) return

Did your marital status change during the tax year (marriage, separation, divorce, etc.)?

Date of change

Is your address different from that shown on your tax return for the year prior to the tax year?

Did you sell one or more dwellings (your principal residence or any other type of dwelling or land you owned) during the tax year

Year of purchase

Purchase price

Cadastral number?

Selling price

Phone

Cell Phone

Email *

Did you reside in Canada on December 31 of the tax year?

In which province did you reside on December 31 of the tax year?

What is your residency status?

During the tax year, did you immigrate to or emigrate from Canada?

When

Did you earn income abroad after arriving in Canada?

Did you earn income abroad before you arrived in Canada?

Is this your first year filing a Canadian tax return?

Are you a U.S. citizen or green card holder?

Can we provide your information to Elections Canada?

During the tax year, did you own foreign property with a total value of over $100,000 CAD?

Are you registered for direct deposit with Revenu Canada?

Are you registered for direct deposit with Revenu Québec?

Is this a tax return for a deceased person?

Name of Liquidator

Liquidator Phone Number

Liquidator's Address

Do you have the required documents?

Will
Proof of Death
Will Search (bar association and notaries)

Did you receive or dispose of (sell, assign, exchange, give away, etc.) any virtual currency during the tax year (for example, Bitcoin)?

Please request the questionnaire to be completed in this matter.

Did you live alone for the entire tax year?

Do you have a spouse?

Do you have a roommate?

Are you a “caregiver” for your spouse or significant other?

Since what date?

Family Relationship

Do you live with the person?

Have you declared bankruptcy during the tax year?

Bankruptcy Date

Have pre-bankruptcy taxes been done?

Do you have any dependents?

Depedant First Name:

Dependant Last Name:

Date of Birth:

Gender

Dependant 2 First Name

Dependant 2 Last Name

Dependant 2 Date of Birth:

Dependant 2 Gender

Have you paid child care expenses?

Do you have to pay activity fees for a child between 5 and 16?

Do you have dependents aged 18 or over?

Are they students?

Do they have a T2202?

Will we be doing their taxes?

Income declared on line 15000

What are your sources of income? Check all that apply to you.

Employment income
Rental income
Income from pension and savings plans
Self-employment income
Investment income (interest, dividends and capital gains)

Please indicate if you have received any other form of income.

Were you a tenant on December 31 of the tax year?

Are you 70 or over?

What was the cost of your rent - First six months

Second six months

Did change the

Were you a tenant in a private seniors' residence?

If so, have you moved?

Details of all inclusions in the lease.

Did you acquire your first home during the tax year?

Date of acquisition

Land registry number

Address

Have you benefited from the Home Buyers' Plan (HBP)?

Did you contribute to a registered savings plan (e.g. RRSP, FTQ, CSN) during the taxation year or during the first 60 days of the following year?

Have you bought back years of service for your pension fund?

Did you pay tuition fees for full-time post-secondary education during the tax year?

Did you pay interest on a student loan?

Did you pay medical expenses during the tax year?

Have you incurred legal fees to recover income owed to you?

Have you paid dues to a professional order or association?

Have you made a donation to a non-profit organization?

Do you accept pension income splitting, if applicable?

Have you borrowed money to invest?

Have you received forms T2200 and TP-643 from one of your employers for working from home?

Include a detailed table of expenses you wish to submit.

Have you been required to pay instalments to governments?

Were you covered by the Quebec Health Insurance Plan (RAMQ) for part of the tax year?

Indicate which month you were covered by RAMQ

January
February
March
April
May
June
July
August
September
October
November
December

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