Client Information Form
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1Client Information Form
Client Name:
Address:
Street/P.O. Box
Town/City Province
Postal Code
Business #:________________________Home #_______________________Cell #__________________Fax#__________________
Email Address: ___________________________________________Type of Business (circle one) Corporation, Proprietorship, Other
Description of Business (circle one) Farm, Mfg, Retail, Services, Other________________________Business #__________________
GST #:
_________________________PST #:__________________________Articles of Incorporation:______________________
Owners:
1
st
_________________________________________
2
nd
___________________________________________________
Last Name
First Name
Last Name
First Name
SIN #
______________________ (DOB) _____________
SIN #_________________________________________________
Business Needs:
Personal Tax:
Y
Business Income Tax:
Y
Training:
Y
Consulting:
Y
System Set-up
Y
Corporate Tax:
Y
Mthly. Book:
Y
Income Tax:
Y
Personal Tax Information:
Marital Status as of December 31 of taxation year:
Single:
Y
Separated:
Y
Divorced:
Y
(Please provide date)
Common-Law
Y
Married:
Y
Widowed:
Y
(Please provide date)
Dependants:
NAME
Date of Birth
M/F
Income – if any
SIN #
____________________________
___________
______
_____________
__________________
____________________________
___________
______
_____________
__________________
____________________________
___________
______
_____________
__________________
____________________________
___________
______
_____________
__________________
____________________________
___________
______
_____________
__________________
E-File:
o
Your Income Tax Return may be electronically filed through our office.
o
You retain all information slips for the examination by Revenue Canada only if requested by them at a later date. You will
receive from us, a full paper copy of the return for your records, together with all your receipts.
The advantages of E-File are:
o
Immediate acknowledgement that your return has been filed.
o
Refunds may be processed in as little as seven days.
o
Refunds deposited directly into your bank account if you choose this option.
Direct Deposit Information:
Name of Bank_____________________________
Transit & Branch #_________________
Account #__________________
OR you have the option of attaching a void cheque to this form
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Parent category: Business