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Basic Information
Dear Sir or Madam, kindly spare a few moments to fill out the following questionnaire.
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1
First Name ?
2
Last Name ?
3
Date of Birth
yyyy/mm/dd
4
Language of Correspondence
Select one or more answers
English
French
5
Marital Status
If there was a change in 2024, please specify in "Other"
Married
Common-Law
Widowed
Divorced
Seperated
Single
Other (please specify)
6
Address
Ex : 5-2290 Rue de la Poudriere, Montreal, QC, H2J 1E7
7
Email
8
Phone Number
9
What is your status in Canada ?
If there was a change in 2024, please specify in "Other"
Canadian Citizen
Permanent Resident
Temporary Resident
Refugee or Protected Person
International Student
Work Permit Holder
Other (please specify)
10
First name of your spouse ?
If applicable
11
Last name of your spouse ?
If applicable
12
Birth date of you spouse ?
If applicable yyyy/mm/dd
13
Email of your spouse ?
If applicable
14
Phone number of your spouse ?
If applicable
15
Does your spouse use the same address ?
If applicable If answer is "No", please specify in "Other"
Yes
No
Other (please specify)
16
Are you claiming any of the following Tax Credits ? - Disability Amount - Education Amount - Caregiver Amount - Volunteer Firefighter or Search/Rescue Credit - Canada Workers Benefit
If your answer in "Yes", please specify in "Other"
Yes
No
Other (please specify)
17
Have you owned any foreign property valued over $ 100,000 ?
Select one answer
Yes
No
18
Did you sell a home in 2024
Select one answer
Yes
No
19
Are you filing for the First time in 2024 ?
Select one answer
Yes
No
20
Did you receive, hold, or get rid of Crypto assets ?
Select one answer
Yes
No
21
Please list any changes to your or your wife's personal information made in 2024.
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