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Proudly serving the Central Okanagan and the Kootenay Boundary Region
Annual Client Questionnaire
Your First Name
Your Last Name
Your Email
Your Phone #
What is your current marital status?
Married
Single
Has your marital status changed this past year?
Yes
No
If your marital status changed this past year, what was the date of the change?
Your Spouse's First Name
Your Spouse's Last Name
Your Spouse's Email
Your Spouses Phone #
Did you work more than 50% of the time from home for a period of at least four consecutive weeks in 2021?
Yes
No
If you worked more than 50% of the time from home, how many days did you work from home?
New dependents?
I have a new male dependent
I have a new female dependent
I don't have any new dependents
If you have a new dependent, what is their full name?
If you have a new dependent, what is their date of birth?
Did you move in the past year?
Yes
No
Check all that apply
I owned the house I moved from
I sold my principle residence
I rented the house I moved from
If you owned the house you moved from...What year was your previous residence purchased?
If you owned the house you moved from...How much was your previous residence sold for?
My new address
Street Address Line 2
City
Region/State/Province
Postal / Zip code
Country
Country
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Have you sold or purchased property in the last year?
Yes
No
Did you have rental income in the past year?
Yes
No
Do you own any foreign property/investments worth more than $100,000 Cdn?
Yes
No
Did you purchase RRSP's?
Yes
No
Do you have any medical and/or donation receipts?
Yes
No
Are you signed up for CRA direct deposit with your current information?
Yes
No
How would you like a copy of your return when completed?
Email
Paper Copy
No preference
What is your preferred contact method?
Email
Text
Phone
No preference
Do you have all of your documents ready to submit?
Yes
Not yet
Submit
Thanks for submitting!
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