New Client Questionnaire – Personal Income Taxes

New Client Questionnaire – Personal Income Taxes

Welcome to Easy Tax Service‘s new client questionnaire. This will allow us to have your basic information in our system and be ready to go to work on your return!

Basic Information

Please note that we do not, at any time, ask for your Social Insurance Number (SIN) via this questionnaire nor by email. This is to protect your identity.

Contact Information

Please provide at least one contact number bellow. *A mobile phone number is required to verify your identity when accessing our client portal.

Address

Marital Status

Select the status that applies to your marital status on December 31 of last year.
Select the status that applies to your marital status on December 31 of last year.

Spouse Information

Please provide the following information for your spouse.
Spouse email address. If using common address, please enter same address.

Spouse Information – Deceased

We are truly sorry for your lost. In order to prepare your spouse’s final tax return, please provide his or her’s following information. Note that CRA requires that a copy of the Will and Death Certificate be sent to them. We will send this along to the CRA with the final return. Please provide us copies of those documents.

Dependants

Dependant 1

Dependant 2

Dependant 3

Dependant 4

Dependant 5

Dependant 6

Other information

DO NOT SEND US YOUR SOCIAL INSURANCE NUMBER THROUGH THIS FORM.
Sending