Your Name:

SIN:

Birth Date:

Your Spouse:

SIN:

Birth Date:

Address:

E-Mail Address:

Home Phone #:

Work Phone #:

Spouse Work #:

Marital Status:
—Please choose an option—MarriedWidowedDivorcedCommon-LawSeparatedSingle

Did your marital status change during the year?

YesNo

If yes, provide the date:

If we are NOT preparing a tax return for your spouse, please provide the following:

Net Income figure from line 236 on page 2 of his/her 2024 tax return:

Do you or your spouse or any of your dependents qualify for disability credit?
YesNo

Do you provide shelter and/or financial support to any other relatives (e.g., parents)?
YesNo

Address:

Name of Partner and Their % Owned:

Management and Administration:

Repairs & Maintenance:

Insurance:

Major Renovations and Purchases:

Specify:

Major Renovations and Purchases:

Specify:

Address:

Name of Partner and Their % Owned:

Sale Date:

Commission Paid on Sale:

Purchase Price:

Accounting/Legal Fees:

Lodging:

Telephone:

Supplies (Postage, etc...):

Meals/Entertainment:

Parking:

Other:

Specify:

Year and Make of Automobile:

Year of Purchase:

Purchase Amount:

Total Kilometers Driven in Year:

Total Kilometers Driven in Year for Business:

Fuel:

Insurance:

Payments:

Licensing and Registration:

Tolls:

Car Washes:

Loan Interest:

Repairs and Maintenance:

Other:

Percentage of Home Used for Business:

Telephone:

Hydro:

Rent:

Mortgage Interest (Self-Employed Only):

Property Taxes:

Heat:

Water:

Maintenance and Repairs:

Internet:

Other:

Specify:

Business Name:

Type of Business:

Name of Partner:

SIN:

Percent Owned by Partner:

Licenses, Dues, Memberships, Subscriptions:

Internet Fees:

Office Supplies:

Repairs and Maintenance:

Advertising:

Salaries:

Meals and Entertainment:

Insurance:

Legal/Accounting:

Interest and Bank Charges:

Rent:

Telephone:

Other:

Specify:

Other:

Specify:

Alimony:

Spousal Support (Taxable):

Tips and Gratuities:

Other:

Investment Loan Interest:

Student Loan Interest:

Investment Counselling Fees:

RRSP Contributions:

Moving Expenses (if more than 40km):

Medical Expenses:

Adoption Expenses:

Health Insurance Premiums:

Union Dues and Professional Fees:

Child Care Expenses:

Children's Fitness Expenses:

Charitable Donations:

1st Time Donor?: Donor?

Transit Passes:

Political Party Contributions - Federal:

Political Party Contributions - Provincial:

Labour-Sponsored Funds Contributions:

Tuition Fees - SPOUSE/CHILDREN:

Tax Installments paid to government:

Alimony Payments Made:

Child Support (ONLY if deductible):

Rent Paid:

Property Taxes Paid: