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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
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!

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