RETURING CLIENT PERSONAL TAX CHECKLIST

Personal Taxes

At KVR CPA, we provide reliable, knowledgeable services to ensure that your personal taxes get e-filed on time and will get you full advantage of tax credits to maximize your refund. We ensure that your personal taxes are filed properly and as per CRA rules.

RETURING CLIENT PERSONAL TAX CHECKLIST

{"field_fc9d2428":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"field_last_year","cfef_logic_field_is":"==","cfef_logic_compare_value":"No (changed)","_id":"b2496e5"}]},"field_c84343b2":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"field_b5e4722","cfef_logic_field_is":"==","cfef_logic_compare_value":"No (Changed)","_id":"2c41e36"}]},"field_crere":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"field_853c6df","cfef_logic_field_is":"==","cfef_logic_compare_value":"No","_id":"eecd0c0"}]},"field_343535d":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"field_853c6df","cfef_logic_field_is":"==","cfef_logic_compare_value":"No","_id":"7b326b5"}]},"field_bb24e6":{"display_mode":"show","fire_action":"All","file_types":"png","logic_data":[{"cfef_logic_field_id":"field_853c6df","cfef_logic_field_is":"==","cfef_logic_compare_value":"No","_id":"7b326b5"}]}}

Personal Information

SIN

First name

Middle Name:

Last Name:

Date of Birth:

Phone Number:

Address Same as last year

Yes No (changed)

New Address

Marital Status

Are You Married?

Need Date of Change

Direct Deposit (Bank)

Direct Deposit Same As Last Year

Yes No

Transit Number:

Institution Number::

Account Number:

Additional Questions T SLIPS

First time Home Buyer

Yes No

Do You Have T4?

Do You Have T5?

Tuition Slip:

Additional Questions Self Employment Income

Uber/Lyft/Skip (Annual Summary):

Car Information

Car Leased/Financed:

Monthly Payment:

Monthly Telephone Bill:

Estimated Total Mileage During the Year (in KMs):

RRSP/FHSA Contributions:

Any Other Information:

Details of Rent Paid

Rent Details #1

Name of Landlord:

Address (with City & Postal Code):

Number of Months:

Per Month Rent:

Rent Details #2

Name of Landlord:

Address (with City & Postal Code):

Number of Months:

Per Month Rent:

We provide customer-centric accounting, taxation & consulting services to help meet your corporate and personal goals

Quick Links

Services

Support