Year to be filed*

Have you filed with us before?*

New
Prior

Are you a Canadian Citizen?*

Yes
No

Marital Status as of Dec 31st*

Spouses Name*

First Last

Spouses Date of Birth*

Spouses SIN*

Spouses Net Income*

Did your Marital Status change during the year?*

Yes
No

Full Name*

Address*

Address 2

PO Box, Apt #, etc.

City*

Province*

Postal Code*

Home Phone*

Cell Phone

Work Phone

SIN #*

Date of Birth*

Gender*

Male
Female

Email*

Residential Status*

Resident
Non-resident
Deemed Resident

If client ceased to be a Resident of Canada, enter the date of entry/exit

Home address same as mailing address?*

Yes
No

Is taxpayer claiming a Disability?*

Yes
No

T2201 on file with CRA?*

Yes
No

If client is deceased, enter the date of death

Confined to prison for 6 months or more, including Dec 31st?*

Yes
No

Do you want Elections Canada to have name and address for the voters list?*

Yes
No

Do you own foreign property worth more than $100,000 CAD?*

Yes
No

Did you sell a home in the year?*

Yes
No

Do you have Dependents?*

Yes
No

Did you pay child care expenses during the year?*

Yes
No

Did anyone pay tuition during the year?*

Yes
No

Did you pay rent or property tax during the year?*

Yes
No

Did you use RRSPs to purchase a home or attend school?*

Yes
No

Do you pay or receive support payments?*

Yes
No

Do you have any of the following?*

Charitable Donations
Medical Expenses
Interest on Student Loans
Union Dues
Public Transit Passes
Tax paid by Installment
None of the Above

Check all that apply

Upload any information slips (T4's, etc)

Drop files here or

Check if you have no income to declare for this tax year

I have no income to declare for this tax year

How would you like to receive your return?

Select your preference*

Please Read and Sign

The undersigned certifies that the information supplied here is complete and accurate. Simple Operating Solutions will prepare your tax return based on the information supplied here by the taxpayer. Simple Operating Solutions assumes no liability for errors occurred due to lack of information supplied or misrepresentation by the Taxpayer. The undersigned agrees to pay all fees for services upon completion.

Consent*

I acknowledge the above information is true and accurate

Date*

File Attachments

Drop files here or

Please note that documents must be in a .pdf or .jpg format. If your .pdf or .jpg files will not upload, please email them to

Personal Info/Basic Return

How would you like to receive your return?

Please Read and Sign