Personal Income Tax Service Order Form
1. Your Information:
First Name
Last Name
Cell Phone Number
Home Phone Number
The Best Time to Reach You is
Address: (Apt. No. - Street No. Street Name)
City
Province
Postal Code
E-Mail Address
Date of Birth (mm/dd/yyyy)
SIN Card Number
Marital Status
2. Information about Your Residence:
Your province or territory of residence on Dec. 31, 2004 is:
Ontario Alberta British Columbia Manitoba New Brunswick Newfoundland & Labrador Northwest Terrotories Nova Scotia Nunavut Prince Edward Island Quebec Saskatchewan Yukon
The province or territory where you currently reside if it is not the same as that shown above for your address:
Ontario Alberta British Columbia Manitoba New Brunswick Newfoundland & Labrador Northwest Territories Nova Scotia Nunavut Prince Edward Island Quebec Saskatchewan Yukon
If you were self-employed in 2004, the province or territory of self-employment is:
If you became or ceased to be a resident of Canada in 2004, the date of entry is (mm/dd/yyyy):
the date of departure is (mm/dd/yyyy):
3. Information of Your Spouse or Common-Law Partner (if you checked box 1 or 2 in the "Marital Status" part, please fill in the following section)
Spouse's First Name
Spouse's Last Name
Spouse's SIN Number
Spouse's Date of Birth (mm/dd/yyyy)
Spouse's Net Income
Was your spouse self-employed in 2004?
Do you have any children under 18? (if you check the "Yes" box, please fill in section 4.)
Yes No
4. Children under 18
Son/Daughter
Full Name
Income
Daughter Son
5. Your Income
Business Income
Capital Gain
Support Payment Received
T3
T4
T4-AP
6. Deductions
Childcare Expense
Interest on Student Loan
Property Tax Paid
Rent Paid
RRSP Contribution
Tuition Fee Paid
Support Payment
Donation
Capital Loss
Total Tax Paid
Medical Expense
Other
Should you have anything else that you want to tell us, or comment on us, please write to us in the following field.
Before you press the "Submit" Button, please review the information that you filled in to make sure that they are accurate.
(The following passage appear after the client press the “Submit” button)
You are done.
We will start to process your case after we receive your information. Also, we will call you and arrange an appointment with you to discuss the issue together. If you find out any information that you gave us was wrong or not accurate, please contact us immediately. (Please have your case number ready with you while you call us so that we can locate your file quickly).
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Last Update: December 31, 2004