Worksheet

Personal income tax questionnaire

The questions your preparer needs answered before a return can be filed or reinstated. Seven short parts, and a review page at the end.

First name *Last name *Date of birthCountry of citizenship

Leave blank if not applicable.

First nameLast nameDate of birthCountry of citizenship

Marital status (Dec 31)If it changed, date of changeAddressApt / unitCityProvincePostal codePhone (home)Phone (work)Phone (cell)Email *

Step 1 of 7

Stored with our office and only visible to licensed staff.