T1 New Client Registration – PSG

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Port Coquitlam Office
Surrey Office
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604-949-0992
604-599-3993

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ABOUT US
OUR SERVICES
CLIENT FORMS
PAYMENT
RESOURCES
BULLETINS
CONTACT US

T1 New Client Registrationadmin2021-07-02T18:01:04+00:00

T1 New Client Registration

You can fill in online and send directly to us or click download to fill out *if single put a 0 into boxes for spouse to continue with form

Click here to download the form

Name*
Birthdate*
Date Format: DD slash MM slash YYYY
SIN*
Address*
Phone*
Email*
Have you been audited in the past seven years?*
- Yes
- No
what for?*
Are you a Canadian Citizen?*
- Yes
- No
Are you a citizen of any other country?*
- Yes
- No
Specify please*
Do you authorize CRA to provide your personal information to Elections Canada?*
- Yes
- No
Did you own foreign property at any time in the year with a total cost of more than $100,000 CDN?*
- Yes
- No
Documentation
Provide for each tax payer:*
- Photo identification: driver’s license or passport (passport preferred)
- Prior Year Tax return
- Prior Year Notice of (Re)Assessment
Marital Status
- Married
- Common-Law
- Divorced
- Widowed
- Separated
- Single
Did the status change in the year*
- Yes
- No
Date of change*
Date Format: MM slash DD slash YYYY
Spouse Name*
Spouse Birthdate*
Date Format: DD slash MM slash YYYY
Spouse SIN*
If married or common-law, will we be preparing their income tax return?*
- Yes
- No
Have they been audited in the past seven years?*
- Yes
- No
What for?*
Are they a Canadian Citizen?*
- Yes
- No
Are they a citizen of any other Country?*
- Yes
- No
Specify Please*
Do you authorize CRA to provide your personal information to Elections Canada?*
- Yes
- No
Dependants
Do you have any dependants?*
- Yes
- No
Names*
Relationhips*
DOB*
Date Format: MM slash DD slash YYYY
SIN*
If the dependents have income, will we be preparing their income tax return?*
- Yes
- No
Have they been audited in the past seven years.?*
- Yes
- No
What for?*
Are they a Canadian Citizen?*
- Yes
- No
Are they a citizen of any other Country.?*
- Yes
- No
Specify Please*
Do they authorize CRA to provide their personal information to Elections Canada?*
- Yes
- No

CONTACT US

312 B - 2099 Lougheed Hwy
Port Coquitlam BC V3B 1A8
p: 604.949.0992 | f: 604.599.6556

403 - 7337 137 Street
Surrey BC V3W 1A4
p: 604.599.3993 | f: 604.599.6556

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