Personal Tax Form

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Have you worked with us before?*

No, it’s my first time
Yes, I’m an existing client

Who is your accountant?*

When you submit this form, it will go directly to your accountant

For First Time Clients

Full name*

Please refer to spelling on your most recent CRA-issued Notice of Assessment

Your birthday (YYYY-MM-DD)*

SIN

If you would prefer, you may leave this blank and we will get your SIN from you via email or phone

Spouse or partner's full name (if submitting one form for both)

Please refer to spelling on your most recent CRA-issued Notice of Assessment

Dependants

Please list out Name (per CRA spelling), birthdate and SIN (optional) for all children the age of 18 or under, or dependent adults that are living with you

Are you a Canadian citizen?*

Yes
No

Email Address*

Preferred email address for communication from Volution LLP

Best number for the CRA to contact your household*

Current mailing address*

What is your marital status?

If your marital status changed this last year, what date did it change on?

What types of income do you collect?

List as many as you can think of

Who filed your most recent tax return?

For Current Clients

Full name(s)*

If submitting this form once for a family, please enter both names here

Email Address*

Preferred email address

Any new dependents? (children or dependent adults)

If yes, list out name, birthdate and SIN (optional)

Did you move?

If yes, what date, and what’s the new address?

Did your marital status change?

If yes, what is your new status and when did the change happen?

If you were not a Canadian citizen before, are you now?

Additional Information

Do you want to give your information to Elections Canada?*

They use this information to keep their registered voter database up to date

Yes
No

Did you sell any property (homes, land, etc) or assets (shares, investments, etc)?*

Yes
No

Do you own any foreign property that originally cost more than $100,000 CAD?*

Yes
No

Did you contribute to an RRSP account anytime between January 1 through to and including on March 1, 2021?*

Yes
No

If you are not currently signed up for CRA's email notifications, do you want to be?*

Be aware that this means they no longer send any paper mail, and cancelling this registration can be difficult

Yes
No

Your preferred email address*

Please enter two if you wish to register a spouse or partner as well

Anything else you feel we should know that may impact your tax return this year?

If you are submitting this form for two people at the same time, are all answers in this section the same for both?*

Yes
No
N/A

Please submit two separate forms

Sole Proprietors

Are you a sole proprietor, self-employed, or in a business partnership with someone?*

Yes
No

If we do not have access to your bookkeeping files, please ensure we receive it in some form.*

Please write your name in the text box below as confirmation that you have reviewed your books and that they are as accurate as possible. The accuracy of your business records is your responsibility and we will not review them unless you ask specific questions or indicate that you want us to help you with your bookkeeping.

Landlords

Are you a landlord collecting rental income?*

Yes
No