Personal Tax • Client Information

Income Tax Information

Getting ready for tax season? Complete this form so your accountant has everything needed to prepare your personal tax return accurately and on time.

Start the Form

Questions? Call 506-854-6490

Have These Ready

✓ SIN and date of birth for you and your spouse

✓ Your spouse or partner’s net income

✓ Names and birth dates of your dependents

✓ Medical, childcare and tuition receipts

✓ Charitable donation receipts

✓ Details of any support payments

How It Works

Your Tax Return in Three Steps

01

Complete the Form

Fill in your personal, family and income details below. It only takes a few minutes.

02

Gather Your Receipts

Collect your tax slips and any medical, childcare, tuition and donation receipts. We will let you know what to send.

03

We Prepare Your Return

Your information goes to your accountant, who prepares your return and reaches out with any questions.

Get Started

Client Income Tax Form

Please answer every question as accurately as you can. If you are unsure about anything, leave a note and we will follow up.

Email

This field is for validation purposes and should be left unchanged.

Name(Required)

First Last

Phone(Required)

Email(Required)

Address(Required)

Street Address Address Line 2 City Province Postal Code

SIN Number(Required)

Date of Birth(Required)

Marital Status on Dec 31(Required)

Province of Residence on Dec 31

Spouse or Common-Law Partner Name(Required)

First Last

Spouse or Partner Net Income

Spouse or Partner Date of Birth

How many dependents live with you

One

Two

Three or more

Name

Date of Birth

Name

Date of Birth

Name

Canadian Citizen(Required)

Yes

No

Do you have permanent residency?(Required)

Yes

No

Did you receive any payments or benefits from the Government of Canada this tax year?(Required)

Yes

No

Medical Receipts: out of pocket expenses (for example drugs, dental, vision, physio, massage, chiro)(Required)

Yes

No

Medical Plan you or spouse pay for?(Required)

Yes

No

Did you travel for medical appts?(Required)

Yes

No

Are you or your spouse eligible for the CRA Disability Tax Credit?(Required)

Yes

No

Childcare receipts (for example daycare expenses)?(Required)

Yes

No

Are you receiving spousal or child support?(Required)

Yes

No

If married or common law who is claiming children

Tuition Receipts for University/College(Required)

Yes

No

Is tuition being transferred to a parent or spouse?(Required)

Yes

No

Did you volunteer as a firefighter or for search and rescue?(Required)

Yes

No

Any Charitable Donations?(Required)

Yes

No

Signature(Required)

Questions about your return? Contact us or call 506-854-6490.

Income Tax Information

Have These Ready

Your Tax Return in Three Steps

01

Complete the Form

02

Gather Your Receipts

03

We Prepare Your Return

Client Income Tax Form

Government Grants Available for Canadian Businesses

506-854-6490

accounting@startupsupportplus.com

83 Barrieau Rd, Moncton