New Clients

Personal Information



Children: Living in same residence as you - For children under 16, include receipts for activities (sports/arts) Add More Children

Other Dependents: Living in same residence as you Add More Dependents

Important documents to be processed

Other Information

Change in prescription drug coverage during the year (Quebec or name of private insurer)

New clients – We will contact you with a list of required documents as well as all documents for your 2019, 2018 Tax return(s), slips and assessments for 2018, any capital gains reported between 2016-2018, QC investment expense carry-forward, and 1994 elections filed. (If applicable)

Notes: (Please add all pertinent changes to be noted for your file preparer)

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