Accotax
First Name:*
Date of Birth:*
Status in Canada:* —Please choose an option—CitizenPermanent ResidentInternational StudentWork PermitOther
Last Name:*
SIN:(Only if you have one)
Gender* —Please choose an option—MaleFemale
Street:*
APT:*
City:*
Tel:*
Postal Code:*
Email:*
Province:* —Please choose an option—AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon
Mobile:
Which province were you a resident of on Dec 31.2009:* (Permanent establishment)—Please choose an option—AlbertaBritish ColumbiaManitobaNew BrunswickNewfoundland and LabradorNorthwest TerritoriesNova ScotiaNunavutOntarioPrince Edward IslandQuebecSaskatchewanYukon
Are you a returning client?* —Please choose an option—YesNo
Are you a student?* —Please choose an option—YesNo
Do you want to transfer your tuition credit to your parents?* —Please choose an option—YesNo
Are you covered throughtout the year by any Medical Insurance Plan (aside from Provincial/Government)?* —Please choose an option—YesNo
If yes, please select all the covered Months of Private Coverage: JanFebMarAprMayJunJulAugSepOctNovDec
If yes, please specify name of the Insurance Company:
Annual Premium:
Did you have any moving expenses last year for work & or school?* —Please choose an option—YesNo
Is this your first tax return in Canada?* —Please choose an option—YesNo
If yes, when did you arrive in Canada?
Your income in Canadian $ before coming to Canada for the year of entry: (Only for new comers to Canada or first time filers)
Did you file all your previous years:* —Please choose an option—YesNo
Are you filing for any previous years (If so, please specify): 19979899000102030405060708
If you are eligible, would you like to Efile:* (Recommended for faster refunds GST/QST which is periodically $ 10 additional charge) —Please choose an option—YesNo
If you are receiving a refund, do you want direct deposit:* (If yes, please provide a Void Check)—Please choose an option—YesNo
Did you use public transport in year 2009:(If yes, provide Monthly Receipts/Passes from Jan-Dec 09)*—Please choose an option—YesNo
Did you purchase a qualifying home after Jan 27, 2009?* —Please choose an option—YesNo
Martial Status on Dec 31:* —Please choose an option—YesNo
Do you live alone?* —Please choose an option—YesNo
If you are a Canadian Citizen, do you authorize Canada Revenue Agency to provide your name, address and date of birth to Election Canada for the National Register of Electors?* —Please choose an option—YesNo
Include neccessary files: If you used public transport, provide Monthly Receipts/Passes from Jan-Dec 09 If you have any home renovation expenses (Jan 28, 2009 - Jan 31, 2010) provide details and receipts. Please include them all in a Zip file.
Did your marital status change in 2008? If yes provide date and status New Status: Spouse First Name: Last: Gender: MaleFemale Spouse SIN: Date of Birth Are you filing for your Spouse? YesNo Is this your Spouse first return? YesNo If yes, when did your Spouse arrive to Canada? Your Spouse income in Canadian $ before coming to Canada for the year of entry: (Only for new comers to Canada or first time filers) Status of your Spouse: CitizenPermanent ResidentInternational StudentWork-PermitOther Is your Spouse covered throughout the year by any Medical Insurance Plan (aside from Provincial/Government) YesNo If yes, please select all the covered Months of Private Coverage: JanFebMarAprMayJunJulAugSepOctNovDec
1. Name:
Date of Birth:
Relation:
2. Name:
