Name *

First Name

Last Name

Phone *

(###)

###

####

When should we call you?

Hour

Minute

Second

AM PM

T-slips *

Please check off all that apply.

T4 (or T4A, T4E, T4AP, T4A(OAS), T4RSP, T4E, T4RIF, )

T5

T3

T5007

T5013

T5008

T1042

Statement of business income (self-employed only)

Please select the one that best applies to you.

Revenue and expenses with summary

Revenue and expenses without summary

Do you have an investment portfolio? *

Yes

No

If you have rental property, please select one of the following:

Rental income with summary

Rental income without summary

Did you sell any property including principal residence this year? *

Yes

No

Deduction slips or receipts *

Please check off all that apply.

RRSP

Medical receipts

Donation receipts

Childcare receipts

Annual union, or professional dues

Carrying charges

Start-up report (for lawyers)