Personal Tax Checklist​

Name *

First

Middle

Last

Email *

Confirm Email

Phone Number *

SIN # *

Date of Birth *

Address *

Address Line 1

City

State / Province / Region

Postal Code

Country

Province / Territory of Residence on December 31 (if different than milling address):

Are you a Canadian Citizen? *

Are you claiming the disability amount? *

Did you sell a home this year and want to claim the principal residence exemption?

Are you filing your taxes for the first time in Canada? *

Do you have dependents?

Notes for Tax Prepares (Optional)

Upload Documents

Drag & Drop Files, Choose Files to Upload You can upload up to 10 files.

Tax related documents such as T slips, receipts, etc.

By submitting this form you agree that all the information provided is correct and accurate. *

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Personal Tax Checklist