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:

The province or territory where you currently reside if it is not the same as that shown above for your address:

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.)

4. Children under 18

Son/Daughter

Full Name

Date of Birth (mm/dd/yyyy)

Income

   $

 $

 $

 $

5. Your Income

Business Income

 $ T4E  $

Capital Gain

 $ T4-OAS  $

Support Payment Received

 $ T5  $

T3

 $ T-5007  $

T4

 $ Other  $

T4-AP

 $ Other Pension  $

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