Conestoga Consultancy Services (CCS)

Text:

226-789-7738 | 226-978-3786

Visit:

www.conestogaconsultancy.com

Calls:

6pm - 11pm Only

Follow:

@conestogaconsultancy

** all files will be ready in 72 hrs. post doc submission & completion

** missing information - additional 48hrs

** text/email response will be faster

** if filing for multi-year then please also fill 'Additional Year Tax Form' for each additional year by making copy of it.

Client Information Form for Personal Tax Filing®

Section 1: History & Profile

  1. Are you a returning client?
     
  2. For which year (s), you are looking to apply for taxes?
  3. IMPORTANT: Your date of landing in Canada (MM/DD/YYYY)?

  4. Are you filing taxes for the first time in Canada?  
    If yes, please provide info below for 'Welcome to Canada' package:
    5. 4a) From which country you immigrated to Canada? 4b) Were you working/earning 4c) Average Annual Income (World before you moved to Canada? Income) you were earning before moving to Canada (converted to CAD)?
     
  5. First Name:
  6. Last Name:
  7. DOB (MM/DD/YYYY) :
  8. Marital Status :
  9. Current SIN :
  10. Imm Status
    1. If SIN was updated, provide OLD SIN too:
  11. Current Address:
    1. City:
    2. Postal:
    3. Prov:
    4. Ph:
    5. Email:
  12. Check all that applies to you last year:
    Did Job (s) & have T4 (s) issued Spouse not in Canada & does not have SIN RRSP Contributions
    Studied & have a T2202A (tuition fee receipt) Spouse has SIN & filing tax together Sold Stocks/Cryptos
    Uber Skip Door dash or did other Self-Employment Moved/Changed Province last year RRSP withdrawal under Home-Buyer-Plan
    Have GST/HST account; Need GST/HST filing too; Have children & need to apply for child care benefits Bought Principal residence
    Immigration Status Changed Donations Sold Principal residence
    Marital Status Changed Medical Expense Rental Income