New Client – AM Your Accountant

Skip to content

New Client Form

Please enable JavaScript in your browser to complete this form.

Which Tax Return are you looking to file? *

2025
2024
2023
Others

SIN# *

(9 digits)

Date of Birth *

First Name *

(Exactly as shown in your legal documents)

Middle Name

(if applicable)

Last Name *

(Exactly as shown in your legal documents)

Gender: *

Male
Female

Email *

Personal Phone Number *

Address Street *

Apartment/Unit # *

City *

Province / Territories *

Foreign State *

Foreign Country *

Foreign Zip Code *

Postal Code *

Canadian Province of residence on Dec 31st *

Are you a Canadian Citizen? *

Yes
No

(Canadian Passport)

If you are a Canadian Citizen, do you agree to Canada Revenue Agency providing your name, address, and date of birth to Elections Canada for the National Register of Electors? *

Yes
No

Is this your first Tax Return in Canada? *

Yes
No

If you moved to Canada and this is your first Tax Return, please enter the entry/arrival date: *

If new to Canada, what was your Net World Income ONE year before moving to Canada? (i.e. 2024 annual income). PLEASE SPECIFY CURRENCY. If no income please write down $0 *

If new to Canada, what was your Net World Income TWO years before moving to Canada? (i.e. 2023 annual income). PLEASE SPECIFY CURRENCY. If no income please write down $0 *

Did you live in Canada the whole year? (Canada was your principal residence from January-December) *

Yes
No

If you have RETURNED to Canada after permanently leaving in previous years, please provide the date of your re-entry

Have you permanently left Canada in the year? (No longer living in Canada) *

Yes
No

Please enter your exit date from Canada: *

Did your marital status change in 2025? *

Yes
No

Date of Change: *

What was your previous marital status? *

Married
Common Law
Widowed
Divorced
Separated
Single

Marital Status as of Dec 31st: *

Married
Common Law
Widowed
Divorced
Separated
Single

If Married or Common Law, please enter the date it started: *

If Divorced, Widowed or Separated, please enter the date it started: *

Spouse's First Name *

(Exactly as shown in your legal documents)

Spouse's Middle Name

Spouse's Last Name *

(Exactly as shown in your legal documents)

Spouse's SIN# *

(If it does not apply to you, please type "N/A")

Spouse's Date of Birth *

Spouse's Gender *

Spouse's Email: *

Spouse's Phone Number *

Did your spouse live with you in Canada? *

Yes
No

Are we helping your spouse filing her/his tax return? *

Yes
No

Please have your spouse answer the same questionnaire (using the same link) and send us her/his documents via email. *

Ok

Do you have dependents? (only if they live with you in Canada) *

Yes
No

How many dependants do you have? (only if they live with you in Canada) *

1
2
3
4
5

Dependent 1 Full Name *

(Last name, First Name)

Dependent 1 Relationship type *

Son
Daughter
Father
Mother
Father in law
Mother in law
Grandchild
Brother
Sister
Aunt
Son in law
Daugther in law

Dependent 1 SIN # *

(If it does not apply to you, please type "N/A")

rental of Date

Dependent 1 Date of Birth *

Dependent 2 Full Name *

(Last name, First Name)

Dependent 2 Relationship type *

Son
Daughter
Father
Mother
Father in law
Mother in law
Grandchild
Brother
Sister
Aunt
Son in law
Daugther in law

Dependent 2 SIN # *

(If it does not apply to you, please type "N/A")

Dependent 2 Date of Birth *

Dependent 3 Full Name *

(Last name, First Name)

Dependent 3 Relationship type *

Son
Daughter
Father
Mother
Father in law
Mother in law
Grandchild
Brother
Sister
Aunt
Son in law
Daugther in law

Dependent 3 SIN # *

(If it does not apply to you, please type "N/A")

Dependent 3 Date of Birth *

Dependent 4 Full Name *

(Last name, First Name)

Dependent 4 Relationship type *

Son
Daughter
Father
Mother
Father in law
Mother in law
Grandchild
Brother
Sister
Aunt
Son in law
Daugther in law

Dependent 4 SIN # *

(If it does not apply to you, please type "N/A")

Dependent 4 Date of Birth *

Dependent 5 Full Name *

(Last name, First Name)

Dependent 5 Relationship type *

Son
Daughter
Father
Mother
Father in law
Mother in law
Grandchild
Brother
Sister
Aunt
Son in law
Daugther in law

Dependent 5 SIN # *

(If it does not apply to you, please type "N/A")

Dependent 5 Date of Birth *

Do any of your dependents qualify for the disability amount? *

Yes
No

Do you have a valid T2201 on file? (Disability Claim) *

Yes
No

Please enter the expiry date if applicable

mm/dd/yyyy

Tax Slips. Select all slips you may have for the year (if applicable). For each option that you select, please send us a copy via email. *

T2202 (Tuition and Enrolment Certificate)
T4 (Statement of Remuneration Paid)
T4A (Statement of Pension and Other Income)
T4E (Statement of Employment Insurance)
T5 / T3
T4RSP (Statement of RRSP income)
T4OAS (Statement of Old Age Security)
T5018 (Statement of Contract Payments)
T5013 (Statement of Partnership Income)
N/A

Do you have rental income? *

Yes
No

Do you have other self-employment income or professional activities? *

Yes
No

What is the main business activity? *

Do you have a Business Number or GST Number? *

Yes
No

Please enter Business/GST# *

If Self-employed business or professional activities. Are you registered to the EI special benefits? (You must have previously registered with Service Canada) *

Yes
No

Do you have foreign income? *

Yes
No

Please select all types of foreign income you had in the year *

Foreign rental income
Foreign employment income
Foreign business income (self employment / independent)
Pension
Other

Did you own any foreign property (assets located outside of Canada such as funds, real property, shares of non-resident corporations, indebtedness owed to non-residents, interest in non-residents trusts, and other property) at any time in the year with a total cost of more than CAN$100,000? *

Yes
No

Principal Residence.- Did you buy or sell your principal residence in the year? *

Yes
No

Did you pay rent in 2025 for at least 6 months? *

Yes
No

Please provide total annual rent paid in 2025 and number of months. *

(i.e $25,000 annually, 11 months)

© Copyright 2026 AMYourAccountant.ca – All Rights Reserved

+1(604) 655-8749
info@amyouraccountant.ca
Facebook

Design by BMSTUDIO.CA