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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

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

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

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

Have you sold or purchased property in the last year?

Yes

Did you have rental income in the past year?

Yes

Do you own any foreign property/investments worth more than $100,000 Cdn?

Yes

Did you purchase RRSP's?

Yes

Do you have any medical and/or donation receipts?

Yes

Are you signed up for CRA direct deposit with your current information?

Yes

How would you like a copy of your return when completed?

Paper Copy

No preference

What is your preferred contact method?

Text

Phone

No preference

Do you have all of your documents ready to submit?

Yes

Not yet

Thanks for submitting!

CONTACT US

Tel. 250 860-5882

Fax. 250 860-5894

Email. info@misfeldtaccounting.com

104 - 1626 Richter Street,
Kelowna, BC

V1Y2M3

VISIT US

Monday - Friday 8:30am - 4:30pm

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