Annual Client Questionnaire
What is your current marital status?
Has your marital status changed this past year?
Did you work more than 50% of the time from home for a period of at least four consecutive weeks in 2021?
New dependents?
Did you move in the past year?
Check all that apply
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Have you sold or purchased property in the last year?
Did you have rental income in the past year?
Do you own any foreign property/investments worth more than $100,000 Cdn?
Did you purchase RRSP's?
Do you have any medical and/or donation receipts?
Are you signed up for CRA direct deposit with your current information?
How would you like a copy of your return when completed?
What is your preferred contact method?
Do you have all of your documents ready to submit?

Thanks for submitting!