New Client Form – Personal

New Client Form – Personal

Title

– Select –Mr.Ms.Mrs.

First Name

Last Name

Date of Birth

Social Insurance Number

Email Address

Address

Address Line 1

Address Line 2

City

Province

Postal Code

Country

Select CountryAfghanistanAland IslandsAlbaniaAlgeriaAmerican SamoaAndorraAngolaAnguillaAntarcticaAntigua and BarbudaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelarusBelauBelgiumBelizeBeninBermudaBhutanBoliviaBonaire, Saint Eustatius and SabaBosnia and HerzegovinaBotswanaBouvet IslandBrazilBritish Indian Ocean TerritoryBritish Virgin IslandsBruneiBulgariaBurkina FasoBurundiCambodiaCameroonCanadaCape VerdeCayman IslandsCentral African RepublicChadChileChinaChristmas IslandCocos (Keeling) IslandsColombiaComorosCook IslandsCosta RicaCroatiaCubaCuraçaoCyprusCzech RepublicDemocratic Republic of the Congo (Kinshasa)DenmarkDjiboutiDominicaDominican RepublicEcuadorEgyptEl SalvadorEquatorial GuineaEritreaEstoniaEthiopiaFalkland IslandsFaroe IslandsFijiFinlandFranceFrench GuianaFrench PolynesiaFrench Southern TerritoriesGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuadeloupeGuamGuatemalaGuernseyGuineaGuinea-BissauGuyanaHaitiHeard Island and McDonald IslandsHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKiribatiKosovoKuwaitKyrgyzstanLaosLatviaLebanonLesothoLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacao S.A.R., ChinaMacedoniaMadagascarMalawiMalaysiaMaldivesMaliMaltaMarshall IslandsMartiniqueMauritaniaMauritiusMayotteMexicoMicronesiaMoldovaMonacoMongoliaMontenegroMontserratMoroccoMozambiqueMyanmarNamibiaNauruNepalNetherlandsNew CaledoniaNew ZealandNicaraguaNigerNigeriaNiueNorfolk IslandNorth KoreaNorthern Mariana IslandsNorwayOmanPakistanPalestinian TerritoryPanamaPapua New GuineaParaguayPeruPhilippinesPitcairnPolandPortugalPuerto RicoQatarRepublic of the Congo (Brazzaville)ReunionRomaniaRussiaRwandaSaint BarthélemySaint HelenaSaint Kitts and NevisSaint LuciaSaint Martin (Dutch part)Saint Martin (French part)Saint Pierre and MiquelonSaint Vincent and the GrenadinesSamoaSan MarinoSao Tome and PrincipeSaudi ArabiaSenegalSerbiaSeychellesSierra LeoneSingaporeSlovakiaSloveniaSolomon IslandsSomaliaSouth AfricaSouth Georgia/Sandwich IslandsSouth KoreaSouth SudanSpainSri LankaSudanSurinameSvalbard and Jan MayenSwazilandSwedenSwitzerlandSyriaTaiwanTajikistanTanzaniaThailandTimor-LesteTogoTokelauTongaTrinidad and TobagoTunisiaTurkeyTurkmenistanTurks and Caicos IslandsTuvaluUgandaUkraineUnited Arab EmiratesUnited Kingdom (UK)United States (US)United States (US) Minor Outlying IslandsUnited States (US) Virgin IslandsUruguayUzbekistanVanuatuVaticanVenezuelaVietnamWallis and FutunaWestern SaharaYemenZambiaZimbabwe

Phone/Mobile

Phone/Mobile/ WhatsApp Number (other)

Marital Status

– Select –SingleCommon LawMarriedSeparatedDivorcedWidowed

Spouse’s first name

Spouse’s last name

Spouse’s SIN

Spouse’s Email

Spouse’s Date of birth

Filing questions

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Are you a Canadian Citizen?

Yes

No

Do you authorize Canada Revenue to give your name, address, date of birth to Elections Canada?

Yes

No

Did you own any property outside of Canada with a total cost of $100,000 CAD or over?

Yes

No

Did you or anyone living with you have a disability that restricts in any way? If unsure, see us for more info.

Yes

No

Did you dispose of a property (or properties) in the tax year for which you are claiming a principal residence exemption?

Yes

No

Do you authorize the CRA to provide your name and email address to Ontario Health so that Ontario Health(Trillium Gift of Life) may contact or send information to me by email about organ and tissue donation?

Yes

No

Filing questions – Spouse

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Is your spouse a Canadian Citizen?

Yes

No

Do you authorize Canada Revenue to give your spouse’s name, address, date of birth to Elections Canada?

Yes

No

Did your spouse own any property outside of Canada with a total cost of $100,000 CAD or over?

Yes

No

Did your spouse or anyone living with your spouse have a disability that restricts in any way? If unsure, see us for more info.

Yes

No

Did your spouse dispose of a property (or properties) in the tax year for which you are claiming a principal residence exemption?

Yes

No

7. Do you authorize the CRA to provide your spouse name and email address to Ontario Health so that Ontario Health(Trillium Gift of Life) may contact or send information to me by email about organ and tissue donation?

Yes

No

Dependents

---

Do you have dependents?

Yes

No

How many children you have?

Child #1

---

First Name

Last Name

Relationship

Son

Daughter

Date of birth

Child’s SIN (if available)

Did this child earned any income in the tax year?

Yes

No

If yes, how much?

1. Was your home the child’s principal residence?

Yes

No

4. Did this child attend school full or part-time in the tax year?

Yes

No

2. Did you pay or receive child support for this child in the tax year?

Yes

No

5. Did this child pay tuition fees in the tax year?

Yes

No

3. Will anyone else be making a claim for this child?

Yes

No

6. Did you pay anyone to care for this child in the tax year?

Yes

No

Child #2

---

First Name

Last Name

Relationship

Son

Daughter

Date of birth

Child’s SIN (if available)

Did this child earned any income in the tax year?

Yes

No

If yes, how much?

1. Was your home the child’s principal residence?

Yes

No

4. Did this child attend school full or part-time in the tax year?

Yes

No

2. Did you pay or receive child support for this child in the tax year?

Yes

No

5. Did this child pay tuition fees in the tax year?

Yes

No

3. Will anyone else be making a claim for this child?

Yes

No

6. Did you pay anyone to care for this child in the tax year?

Yes

No

Child #3

---

First Name

Last Name

Relationship

Son

Daughter

Date of birth

Child’s SIN (if available)

Did this child earned any income in the tax year?

Yes

No

If yes, how much?

1. Was your home the child’s principal residence?

Yes

No

4. Did this child attend school full or part-time in the tax year?

Yes

No

2. Did you pay or receive child support for this child in the tax year?

Yes

No

5. Did this child pay tuition fees in the tax year?

Yes

No

3. Will anyone else be making a claim for this child?

Yes

No

6. Did you pay anyone to care for this child in the tax year?

Yes

No

Child #4

---

First Name

Last Name

Relationship

Son

Daughter

Date of birth

Child’s SIN (if available)

Did this child earned any income in the tax year?

Yes

No

If yes, how much?

1. Was your home the child’s principal residence?

Yes

No

4. Did this child attend school full or part-time in the tax year?

Yes

No

2. Did you pay or receive child support for this child in the tax year?

Yes

No

5. Did this child pay tuition fees in the tax year?

Yes

No

3. Will anyone else be making a claim for this child?

Yes

No

6. Did you pay anyone to care for this child in the tax year?

Yes

No

Child #5

---

First Name

Text Input

Relationship

Son

Daughter

Date of birth

Child’s SIN (if available)

Did this child earned any income in the tax year?

Yes

No

If yes, how much?

1. Was your home the child’s principal residence?

Yes

No

4. Did this child attend school full or part-time in the tax year?

Yes

No

2. Did you pay or receive child support for this child in the tax year?

Yes

No

5. Did this child pay tuition fees in the tax year?

Yes

No

3. Will anyone else be making a claim for this child?

Yes

No

6. Did you pay anyone to care for this child in the tax year?

Yes

No

Provide with your last year’s filed income tax return (If applicable).

Choose File

Notes/ Comments (if any)

Submit Form